56 sie jobs at 15 companies in Shoreline, WA
1d
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Financial Advisor - Seattle, WA- Market 21, Region 68
Seattle, Washington, United States
$45k-$100k/yr OnsiteFull Time
Candidates need financial services or sales experience, registration or licensing, professional or military progression, or a bachelor's degree or equivalent experience. SIE, Series 7, Series 66, and state insurance licenses are required.
social media, SIE, Series 7, Series 66, FINRA, SEC
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.
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.
5d
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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.
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 of financial services experience, client-facing skills, strong communication and presentation abilities, and willingness to obtain SIE, Series 7, and 66 licenses.
2d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
1mo
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Premier Client Relationship Consultant 5 (Banker) - West Seattle, WA
Seattle, Washington, United States
$38-$46/hr OnsiteFull Time
5+ YOEHigh school diploma, typically 5+ years retail banking experience, FINRA SIE/Series 6 or 7 and Series 63 or 66, NMLS registration required, background and credit checks.
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.
2d
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Business Development Desk Manager
Denver or Westlake or Chicago or Menlo Park or New York City or Bellevue or Washington or Lake Mary or Clearwater or Gainesville
$109k-$128k/yr OnsiteFull Time
5+ YOERequires 5+ years in sales coaching, leadership, or financial services; clean U5; SIE, Series 7, 66, and 24 or 9/10; experience with compliant sales supervision and asset consolidation.
AI
4d
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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
1mo
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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
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.
1w
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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
2mo
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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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