49 sie jobs at 15 companies in Bellevue, WA
3mo
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Merrill Lending Solutions Advisor II
Dallas or Seattle or Los Angeles or Houston
$175k-$248k/yr OnsiteFull Time
12+ YOE12+ years wealth management or credit advisory; excellent communication; FINRA SIE, 7, 63/65 or 66; UHNW experience; strong lending structuring.
Credit analysis software, Lending platforms, Microsoft Office, CRM tools
3w
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Financial Consultant - Seattle, WA
Seattle, Washington, United States
$60k-$75k/yr OnsiteFull Time
FINRA Series 7 and 66 (or ability to acquire Series 66), SIE, proven client-relationship and investment-advice experience, strong communication and presentation skills.
2d
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Financial Services Representative - Bellevue, WA
Bellevue or Seattle
$45k-$75k/yr HybridFull Time
Customer service experience, enthusiasm for financial services, strong interpersonal and organizational skills, and ability to complete paid training and pass SIE, Series 7, and Series 66 exams.
2w
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.
2d
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Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Philadelphia or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organizational skills, and required SIE, Series 7, and Series 63 credentials.
3mo
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Financial Solutions Advisor Registration Candidate - Northgate, WA Market
Seattle, Washington, United States
$29-$34/hr OnsiteFull Time
1+ YOEObtain SIE/Series 7/66 licenses, register under SAFE Act, cultivate client relationships, recommend financial solutions; 1+ year financial services or sales experience preferred.
17h
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Financial Advisor - Belfair, WA - Market 04, Region 136
Belfair, Washington, United States
$45k-$100k/yr OnsiteFull Time
Requires interest in financial services, relationship-building and critical-thinking skills, plus one qualifying background. SIE, Series 7, Series 66, state insurance licenses, and FINRA registrations are required.
1d
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Licensed Private Client Banker
Auburn, Washington, United States
$25-$38/hr OnsiteFull Time
High school diploma/GED or equivalent experience; sales and relationship-building experience; PC and digital technology skills; valid driver's license; FINRA S6, S63, SIE, and insurance licenses required.
Microsoft Windows, Microsoft Word, Microsoft Excel
5d
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Account Maintenance Associate
Clearwater or Menlo Park or New York City or Bellevue or Washington or Denver or Westlake or Chicago or Lake Mary or Gainesville
$20-$23/hr OnsiteFull Time
2+ YOERequires detailed data entry, critical thinking, communication, prioritization, and customer relationship skills. Two years customer service and one year financial operations experience preferred; SIE and Series 7 preferred.
4w
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Registered Client Associate
Seattle, Washington, United States
$30-$36/hr OnsiteFull Time
Must complete SIE and Series 7 and Series 66 (or Series 63/65) or obtain licensing; strong knowledge of securities and products; solid Microsoft Word/Excel/Outlook skills; excellent communication and client service.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
2w
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Registered Client Associate
Lynnwood, Washington, United States
$31-$46/hr OnsitePart Time
1+ YOE1+ year brokerage/client support experience; FINRA Series 7 and 63 (or equivalents) required; FINRA registration and SIE co‑requisite as applicable; intermediate Microsoft Office; strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
6d
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College Financial Representative, Internship Program
Seattle, Washington, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with sales interest, entrepreneurial ambitions, campus involvement, strong time management, and interest in financial literacy and planning tools.
Series 6, Series 63, CFP, SIE
1mo
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Operations Associate - Parametric
Minneapolis or Seattle
$70k-$140k/yr HybridFull Time
4+ YOEBachelor's degree, 4+ years in financial services operations or institutional client onboarding, SIE/Series 7/63 (or 66) or willingness to obtain, knowledge of asset management products, strong communication, organization, and project coordination skills.
CRM
1w
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Financial Advisor - Bellevue, WA
Bellevue, Washington, United States
OnsiteFull Time
2+ YOE5+ MgmtRequires Series 6/63 licenses and SIE; state life/health and property/casualty licenses are required at contract decision. Business growth experience preferred; bachelor's degree and 2+ years in insurance or financial services preferred.
1mo
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Technology Solutions Consultant
Denver or Seattle or Washington or California or Colorado or Arizona or Oregon or Utah or Alaska
$80k-$110k/yr HybridFull Time
3+ YOEBachelor's degree,3–5 years financial services experience,ability to obtain SIE/Series 7/66 within 12 months,client-facing experience preferred,strong presentation and communication skills,willingness to travel regularly.
1mo
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Associate Trader, Fixed Income
Seattle, Washington, United States
$100k-$120k/yr OnsiteFull Time
1+ YOEBachelor's in finance or related, 1+ years fixed-income experience, expected to obtain SIE/Series 7/55/63, proficiency with Excel and SQL, experience with fixed-income platforms (Tradeweb, MarketAxess, Bloomberg), strong communication and analytical skills.
Microsoft Excel, SQL, Tradeweb, MarketAxess, Bloomberg, Liquidnet, TruMid, MTS, Yieldbroker
1w
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Client Service Specialist
Edmonds, Washington, United States
$31-$38/hr HybridFull Time
Client-facing experience, strong verbal and written communication, highly organized, detail-oriented, problem-solving mindset, prior client service experience preferred; bachelor’s degree preferred; willingness to pursue industry licensing (SIE, Series 7, Series 66, insurance).
2w
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Relationship Banker - Port Orchard Branch - Port Orchard, WA
Port Orchard, Washington, United States
$23-$30/hr OnsiteFull Time
1+ YOE1+ year sales experience in retail banking or financial services, high school/GED, SIE/Series 6/state and life licenses required (obtainable within 180 days), NMLS registration for mortgage origination, ability to work branch hours including weekends and evenings.
Chase Mobile App, Chase.com, ATMs
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