46 sie jobs at 14 companies in Redmond, WA

3w
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Financial Consultant - Seattle, WA
Seattle, Washington, United States
$60k-$75k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
FINRA Series 7 and 66 (or ability to acquire Series 66), SIE, proven client-relationship and investment-advice experience, strong communication and presentation skills.
3mo
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Merrill Lending Solutions Advisor II
Dallas or Seattle or Los Angeles or Houston
$175k-$248k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
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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Financial Services Representative - Bellevue, WA
Bellevue or Seattle
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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.
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
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
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
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
21h
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Financial Advisor - Belfair, WA - Market 04, Region 136
Belfair, Washington, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
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
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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
Robinhood
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
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
D.A. Davidson
D.A. Davidson: Financial services firm providing wealth management and investment banking.
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
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
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
1w
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Financial Advisor - Bellevue, WA
Bellevue, Washington, United States
OnsiteFull Time
COUNTRY Financial
COUNTRY Financial: Provides insurance and financial products to individuals and businesses.
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
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
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
Russell Investments
Russell Investments: Provides global asset management and institutional investment advisory services.
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
Highview Advisor Group
Highview Advisor Group: Provides personalized financial planning and wealth management services.
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).
2mo
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Private Client Banker - Wallingford Branch - Seattle, WA
Seattle, Washington, United States
$25-$33/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch banking or equivalent; high school/GED; SIE/Series 6/7 and state registrations (63/66) and life license required or to be completed within 180 days; NMLS registration required; ability to work branch hours including weekends and evenings.
National Mortgage Licensing System (NMLS)