As a Financial Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

Financial Consultant - Tukwila, WA

Financial Consultant

Our client is seeking a Financial Advisor responsible for managing the day-to-day responsibilities, priorities, and workload of client service teams. This role involves providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. The Advisor acts as the first point of contact for client communications, strategizes with the Lead Advisor, reviews client portfolios, and proactively considers investment and planning opportunities.

Financial Advisor

The Investment Analyst at CareFirst is responsible for providing analytical support on various investment strategies and products for the reserve and pension portfolios. This role involves continuous data collection and interpretation, investment fee budgeting, and maintaining investment reporting for compliance and accuracy. The analyst will also support the Company-wide Investment Risk, Portfolio, and Accounting functions, coordinating trading activities and maintaining investment guidelines.

Investment Analyst, (Remote)

Investment Analyst

As an Investment Consultant at Charles Schwab, you will learn and grow within our Branch Network, preparing for a path towards becoming a Financial Consultant. This role involves proactive outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis, and positioning appropriate products and solutions. You will observe and learn from skilled Financial Consultants, gaining valuable experience in the finance industry.

Investment Consultant - Redmond, WA

Investment Consultant

The Apprentice Financial Advisor Program at D.A. Davidson Companies is a three-year developmental program designed to prepare individuals for a career as Financial Advisors. The program includes immersive training, hands-on experience, and mentorship, with a focus on financial planning techniques, client service skills, and technology. Upon completion, apprentices are well-prepared to start their own practice or join an established financial practice.

2025 Apprentice Financial Advisor Program

Apprentice Financial Advisor

MP RPO is seeking a Financial Advisor to join their team in New York City. The role involves developing new business, offering fiduciary guidance to the private client group, and supporting all aspects of financial planning including investment strategy, insurance, and aligning with clients' short- and long-term goals. The ideal candidate will have a proven track record in the financial industry, the ability to lead and motivate peers and clients, and a commitment to building personal relationships with participants.

FINANCIAL PLANNER

The Finance Manager, Capital Projects at Group14 Technologies is responsible for budgeting, forecasting, financial analysis, and reporting to ensure that capital projects are delivered within budget. This role involves leading the budgeting and forecasting process, tracking expenses, providing financial insights, and collaborating with various stakeholders. The ideal candidate will have strong financial acumen, project management experience, and excellent communication skills.

Finance Manager, Capital Projects

The Team-Sponsored Launch position at Thrivent Financial offers a unique opportunity for individuals to join an existing team of financial advisors, leveraging their expertise to serve new markets and accelerate business growth. This role is designed for candidates seeking their first opportunity, career changers, or professionals in the financial industry, with the goal of becoming a full-time financial advisor within three months to three years. The position includes a comprehensive training program, licensing, and a focus on building a strong personal network.

Financial Advisor - Team Sponsored Launch - Denali Associates - Auburn, WA

As a Capital Projects Consulting Manager at Accenture, you will be part of the Industry X team, focusing on digital transformation for capital projects, engineering, and manufacturing across various industries. In this role, you will work within the Infrastructure & Capital Projects practice, supporting digital transformation initiatives through project control and management systems. This includes translating strategic initiatives into business solutions, interfacing with key stakeholders, and leading project teams and client engagements.

Capital Projects Consulting Manager - Oracle Primavera Unifier Solutions Architect

Capital Projects Consulting Manager

The Investment Analyst at Parametric, part of Morgan Stanley Investment Management, is responsible for developing foundational investment skills and an understanding of Parametric's investment philosophy and approach. This role involves supporting a variety of investment work, including analytical requests, marketing material updates, investment performance review, and responses to client inquiries. The position requires teamwork and collaboration across multiple departments and offers a three-year Investment Analyst Program for career development.

Investment Analyst - Parametric

The Senior Investment Consultant at Ascensus is a key member of the Investment and Fiduciary Consulting team, responsible for advising corporate plan sponsors on investment structure, asset allocation, and manager selection for their retirement plans. This role involves developing investment policy statements, formulating target portfolios, and developing hedging strategies for asset-liability management. The consultant will also be involved in client meetings, developing meeting materials, and ensuring the protection of confidential data.

Senior Investment Consultant

Thrivent Financial is seeking entrepreneurial individuals to join as Financial Advisors, offering one-on-one financial guidance and connecting clients to Thrivent's products, services, and unique membership benefits. This role involves building long-term relationships based on shared values and goals, with a comprehensive training program, ongoing support, and the flexibility to control your schedule. Advisors will also obtain necessary licenses and registrations.

Financial Advisor - Greater Seattle/Bellevue Area

The Supervisor, Investment Analysis at Parametric, part of Morgan Stanley Investment Management, oversees a team of Investment Analysts supporting a variety of firm investment work including analytical requests, marketing material updates, investment performance reviews, and client inquiries. This role involves training and mentoring direct reports, maintaining knowledge of investment processes, managing team deadlines, and ensuring performance indicators are met. The position operates within a hybrid working model, requiring office presence 2-3 days a week and flexibility for remote or in-office work the remaining days.

Supervisor, Investment Analysis - Parametric

Supervisor, Investment Analysis

This position is responsible for maintaining the company's books and records in accordance with the Federal Energy Regulatory Commission's Uniform System of Accounts. It involves coordinating SAP processing for FERC accounting, preparing all quarterly and annual FERC reporting, ensuring adherence to regulatory requirements, conducting research on FERC accounting and reporting, supporting regulatory strategies, and interfacing with various stakeholders. The role is remote and can be based anywhere within the FirstEnergy service territory.

Analyst - Corporate Finance

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Capital Markets Consultant Jobs in Bellevue, WA Hiring Now

Financial Consultant - Tukwila, WA

Financial Advisor

Investment Analyst, (Remote)

Investment Consultant - Redmond, WA

2025 Apprentice Financial Advisor Program

Financial Advisor

FINANCIAL PLANNER

Finance Manager, Capital Projects

Financial Advisor - Team Sponsored Launch - Denali Associates - Auburn, WA

Capital Projects Consulting Manager - Oracle Primavera Unifier Solutions Architect

Investment Analyst - Parametric

Senior Investment Consultant

Financial Advisor - Greater Seattle/Bellevue Area

Supervisor, Investment Analysis - Parametric

Analyst - Corporate Finance