Top Tech Jobs & Startup Jobs in Seattle, WA

The Financial Solutions Advisor Candidate receives structured training to obtain SIE, Series 7, and Series 66 licenses, then advises clients on banking and investment solutions. Responsibilities include cultivating relationships, assessing financial needs, recommending strategies, delivering client reviews, managing a client portfolio, collaborating with banking partners, and meeting business goals. The role requires SAFE Act registration, weekday work with some Saturdays, and in-office financial center assignments.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include addressing service needs, preparing accurate materials, following up on requests, maintaining policy compliance, supporting daily team activities, educating clients about banking offerings, deepening relationships, and identifying referrals. The role requires strong communication, organization, judgment, adaptability, and client focus, with proficiency in Microsoft Office and Salesforce preferred.

Supports commercial banking clients through financial and market analysis, industry research, financial modeling, pitchbook and relationship review preparation, and transaction execution. Collaborates with relationship managers, market executives, product specialists, and deal teams to develop client solutions, assess financial conditions, support credit and treasury processes, monitor client activity, and identify business opportunities.

Provide comprehensive financial advice to clients: triage leads, build financial plans, recommend brokerage and banking products, make internal referrals, mitigate risk, and pursue business development while completing required licenses and trainings (SAFE Act, Series exams).

Provides comprehensive financial advice and customized banking and investment solutions to clients. Builds financial plans, recommends products and strategies, triages requests, makes internal referrals, manages risk, and develops new client relationships through referrals and financial-center clientele. The role requires obtaining industry licenses, completing training, meeting SAFE Act registration requirements, and working in an in-office financial-center environment.

Provides personalized borrowing and banking guidance to financial center clients. Builds relationships, assesses financial and credit needs, recommends home lending and other banking solutions, originates mortgage applications, gathers documentation, manages pipelines, follows up with clients, and makes referrals. The role also supports regulatory compliance, risk management, client issue resolution, and coaching financial center associates on lending and client experience.

Provides personalized financial planning and investment guidance to clients, recommends banking and brokerage solutions, manages referrals, identifies prospects, and builds client relationships. The role requires obtaining industry licenses, completing training, managing risk, and complying with SAFE Act registration requirements for applicable mortgage activities.

Provides personalized financial guidance and investment recommendations to clients, develops financial plans, manages referrals, identifies prospective clients, and connects customers with internal partners. The role involves recommending brokerage and banking products, managing client relationships, mitigating risk, completing required licensing and training, and complying with SAFE Act registration requirements for applicable mortgage activities.

Provides personalized financial planning and investment recommendations using brokerage, banking, and money management products. Builds client relationships, assesses financial needs, triages requests, makes internal referrals, identifies prospective clients, manages risk, and completes required licensing and training. The role requires client-focused communication, multitasking, adaptability, and compliance with SAFE Act registration requirements.

Provides personalized borrowing and banking guidance to financial center clients. Builds and deepens relationships, analyzes financial needs and credit data, recommends lending solutions, originates mortgage applications, gathers documentation, manages pipelines, and follows up throughout the loan process. Conducts outreach, makes referrals, resolves client requests, and coaches financial center associates while balancing sales performance, risk management, regulatory compliance, and client experience.