Top Tech Jobs & Startup Jobs in Seattle, WA

The Sr Fiduciary Strategist advises high-net-worth clients on fiduciary responsibilities and estate planning, collaborating with teams to enhance client relationships and ensure compliance with legal standards.

The Financial Wellness Associate assists clients with financial services, provides guidance for financial wellness, and processes transactions while enhancing client relationships. They engage in client conversations, achieve sales goals, and collaborate with team members to support branch performance.

The Commercial Analyst supports sales and credit functions, creates client pitch materials, manages loan processes, and ensures data integrity in documentation. Responsibilities include working with teams on credit approvals and conducting client due diligence.

Serve clients in-branch and via outreach to process transactions, identify financial wellness needs, provide product recommendations, deepen relationships, meet activity and sales goals, and follow compliance and cash-handling procedures. Hybrid branch role with client engagement, education on digital channels, and occasional Saturday work.

Provide client servicing and transaction support while identifying financial wellness opportunities, educating clients on products and digital channels, meeting activity and sales goals, maintaining cash drawer and compliance, and partnering with branch teammates to deepen client relationships.

The Compliance Officer ensures adherence to regulatory standards through inspections, training, policy updates, and investigations, requiring strong analytical skills and clear communication.

The Private Client Advisor focuses on the Mass Affluent client base, providing investment services and comprehensive financial planning to grow client relationships and referrals.

The Private Client Advisor will provide financial wellness and investment solutions to Mass Affluent clients while expanding client relationships through comprehensive financial planning and sales processes.

The Financial Wellness Associate supports clients by processing financial transactions, providing financial wellness guidance, and enhancing client relationships through effective communication. Responsibilities include client servicing, achieving sales goals, and educating clients on financial products, while ensuring compliance and maintaining strong teamwork within the branch.

The Wealth Market Leader grows sales and assets through a team of Private Client Advisors, focusing on training, coaching, and relationship management.