66 sie jobs at 20 companies in Washington
3mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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.
3d
Save
Mark Applied
Hide
Hybrid LTC Internal Wholesaler
Massachusetts or South Carolina or Pennsylvania or Oregon or Oklahoma or Maine or Ohio or New York or New Jersey or New Hampshire or Nebraska or Montana or Mississippi or Missouri or Minnesota or Michigan or Maryland or Louisiana or Kansas or Indiana or Illinois or West Virginia or Idaho or Hawaii or Georgia or Delaware or District of Columbia or Connecticut or Colorado or Arizona or Arkansas or Alabama or Alaska or Nevada or Kentucky or New Mexico or Iowa or Utah or North Dakota or United States or Wisconsin or Washington or Vermont or Virginia or Texas or Wyoming or Tennessee or South Dakota or Rhode Island
$45k-$75k/yr RemoteFull Time
Requires FINRA SIE, Series 6, Series 63, and state insurance licenses; strong communication, facilitation, and relationship-building skills for selling life insurance products.
Artificial intelligence (AI)
1mo
Save
Mark Applied
Hide
Sr. Sales Specialist, Workplace
Owings Mills or Maryland or Colorado or Washington or Washington or New York or California
$61k-$75k/yr HybridFull Time
4+ YOEBachelor's degree (or equivalent), 4+ years relevant experience, FINRA SIE/Series 7/66 to be obtained, strong client service and communication, consultative sales and regulatory knowledge.
1w
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Client Service Administrator
Vancouver, Washington, United States
$20-$30/hr OnsitePart Time
Administrative support role; 32 hours/week; 20-30 USD/hr; licensing required within 6 months (FINRA SIE/7/66 and WA L&H).
Microsoft Word, Excel, PowerPoint
17h
Save
Mark Applied
Hide
Financial Advisor - Edmonds, WA - Market 21, Region 174
Edmonds, Washington, United States
$45k-$100k/yr OnsiteFull Time
Candidates need financial services, sales, registration, certification, or professional/military progression. SIE, Series 7, Series 66, and state insurance licenses are required; a bachelor's degree is preferred.
social media
2d
Save
Mark Applied
Hide
Commercial Auto West Market Executive
Irvine or Los Angeles or Phoenix or Nevada or Oregon or Utah or Washington
$250k-$420k/yr OnsiteFull Time
10+ YOE4+ MgmtRequires 10+ years of Commercial Banking Relationship Management or leadership experience and 4+ years of management experience, with strong credit, client relationship, and strategic leadership expertise.
GPL, FINRA, SIE
3w
Save
Mark Applied
Hide
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.
4w
Save
Mark Applied
Hide
Financial Advisor
Spokane Valley, Washington, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain insurance and securities licenses (SIE, Series 6,7,63,Life/Accident & Health), CFP support available; must be authorized to work in the US.
3mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Financial Advisor - Kennewick, WA
Kennewick, Washington, United States
OnsiteFull Time
2+ YOE5+ MgmtRequires Series 6/63 licenses and SIE; ability to obtain life/health and property/casualty insurance licenses. Seeks entrepreneurial candidates with business growth experience; financial industry experience preferred.
1mo
Save
Mark Applied
Hide
Sr. Sales Specialist, Workplace
Owings Mills or Maryland or Colorado or Washington or New York or California or District of Columbia
$61k-$75k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent and 4+ years relevant experience; must obtain FINRA SIE, Series 7 and 66 within company window; strong client service, communication, and financial knowledge required.
2w
Save
Mark Applied
Hide
Licensed Private Client Banker
Bellevue, Washington, United States
$25-$38/hr OnsiteFull Time
Deliver financial advice and referrals to clients with up to $2M in investable assets; sales and prospecting experience; FINRA S6,S63 and SIE required; life and health insurance license required; proficiency with Microsoft Office.
Microsoft Windows, Microsoft Word, Microsoft Excel
3w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Investment Analyst & Operations
Vancouver, Washington, United States
$32-$36/hr OnsiteFull Time
2+ YOEBachelor's in Finance/Economics, minimum 2 years financial services experience with trading (6+ months independently), SIE/Series 7/Series 66 (or within 6 months), proficiency with Eclipse, Morningstar, YCharts, and advanced Excel.
Eclipse, Morningstar, YCharts, Microsoft Excel
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Accounts Payable Clerk
Bellingham, Washington, United States
$24-$34/hr OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor's in accounting/finance or equivalent, strong MS Word/Excel skills, excellent communication and attention to detail, must obtain FINRA SIE/Series 7/Series 63 within 9 months.
Microsoft Word, Microsoft Excel
4w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Explore Jobs
Expand Your Job Search
Top Cities in Washington for Sie
- Sie jobs in Seattle, WA
- Sie jobs in Spokane, WA
- Sie jobs in Tacoma, WA
- Sie jobs in Vancouver, WA
- Sie jobs in Bellevue, WA
- Sie jobs in Kent, WA
- Sie jobs in Everett, WA
- Sie jobs in Renton, WA
- Sie jobs in Federal Way, WA
- Sie jobs in Spokane Valley, WA
- Sie jobs in Yakima, WA
- Sie jobs in Kirkland, WA
- Sie jobs in Bellingham, WA
- Sie jobs in Kennewick, WA
- Sie jobs in Auburn, WA
- Sie jobs in Pasco, WA
- Sie jobs in Marysville, WA
- Sie jobs in Redmond, WA
- Sie jobs in Lakewood, WA
- Sie jobs in Shoreline, WA