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Top Tech Jobs & Startup Jobs in Seattle, WA

Reposted YesterdaySaved
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Remote
USA
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Mid level
Mid level
Fintech • Financial Services
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.
Top Skills: Collaboration ToolsFintechMarketing ToolsWealth Management
8 Days AgoSaved
Easy Apply
Remote
USA
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Senior level
Senior level
Fintech • Financial Services
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.
Top Skills: Financial Planning ToolsWealth Management Technology
Reposted 16 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
Junior
Junior
Fintech • Financial Services
The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.
Top Skills: Crm SystemsFinancial Planning Software
Reposted 24 Days AgoSaved
Easy Apply
Remote
USA
Easy Apply
Junior
Junior
Fintech • Financial Services
As a Client Experience Associate, you will qualify leads, schedule meetings with advisors, manage outreach, and maintain records in HubSpot, driving improvements in client engagement.
Top Skills: CRMHubspot
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