Top Financial Advisor Jobs in Seattle, WA

Train for six to twelve months while obtaining securities and insurance licenses, shadowing senior advisors, and supporting client relationship transitions. Gradually assume responsibility for designated households, deliver comprehensive financial planning and investment guidance, conduct client meetings, maintain compliance documentation and CRM accuracy, deepen client relationships, and contribute to practice growth and succession planning. The role requires in-office work in Edmonds or Wenatchee and offers long-term advisory and potential equity opportunities.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.

Engage clients to understand financial goals and deliver tailored investment, retirement, and wealth management strategies. Use financial tools and analytics to create plans, collaborate with experts, and build long-term client relationships while providing ongoing advice and support.

Advise clients on investments, retirement planning, and wealth management by assessing financial goals, developing tailored strategies, and leveraging analytics and industry resources to build long-term client relationships.

Advise clients on investment, retirement, and wealth management strategies; assess needs using financial tools and analytics; build long-term client relationships; collaborate with industry experts to implement tailored financial plans.

Provide real-world financial planning expertise to train and evaluate AI systems. Review scenarios, assess AI recommendations for accuracy, compliance, and suitability, document client conversations, define planning methodologies, give structured feedback, identify compliance/referral needs, and improve AI workflows and financial planning processes.

Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.

The Financial Advisor will provide personalized retirement and financial planning services to clients, meet with prospective clients, and utilize company resources for business development.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

The role involves providing financial advice, building client relationships, and achieving financial goals. It requires experience in investments and strong communication skills.

As a Financial Solutions Advisor Stage I, you will provide financial advice, conduct client presentations, and transition between banking and investments.

Provide financial planning and investment advice to clients, build financial plans, and recommend brokerage products based on client needs.

The role involves providing financial advice, creating financial plans, recommending products, and managing client relationships to achieve financial goals.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

As a Financial Solutions Advisor, you will obtain necessary securities licenses and develop skills to manage client relationships, offer financial guidance, and assist clients with banking and investment solutions.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Assist clients in meeting financial goals through tax planning and investment strategies, while providing support in implementing comprehensive financial plans.