Financial Consultant Jobs in Washington

Financial Consultant jobs in Washington are in steady demand, with hiring concentrated in wealth management, corporate finance, and retirement planning across a workforce that ranges from entry-level associates through senior advisors and portfolio managers. Seattle, Bellevue, and Spokane account for the largest share of openings, where anchored employers like Boeing, Microsoft, and major regional banks including Banner Bank and Washington Federal consistently recruit for financial consulting talent. The most sought-after specialties in the state are fee-based financial planning, investment advisory, and benefits consulting tied to Washington's large tech and aerospace employer base. Find a role that fits below and apply directly.

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Overview

Open roles32
Top employerWealthbridge Financial
Top cityOlympia, WA
Cities hiring30
Work type50% Remote
Top credentialBachelor's degree in finance

Showing 5 of 32+ Financial Consultant jobs

Ryder System
MBA Leadership Development Program - Financial Consultant - REMOTE
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Ryder System
Added 2d ago
MBA Leadership Development Program - Financial Consultant - REMOTE
Ryder System
Olympia, Washington
Business Analysis
Compliance & Risk
Consulting & Professional Services
$100k - $110k/yr
Remote (US)
Master's degree in business administration

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Fidelity Investments
Workplace Financial Consultant - Seattle, WA
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Fidelity Investments
Added 3w ago
Workplace Financial Consultant - Seattle, WA
Fidelity Investments
Seattle, Washington
Business Analysis
Business Strategy
Consulting & Professional Services
$65k - $138k/yr
On-Site
Bachelor's degree
10,000+

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Wealthbridge Financial Group
Financial Consultant
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Wealthbridge Financial Group
Added 3mo ago
Financial Consultant
Wealthbridge Financial Group
Kirkland, Washington
Business Strategy
Consulting & Professional Services
Corporate Development & M&A
$125k - $150k/yr
Bachelor's degree in finance

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Wealthbridge Financial Group
Financial Consultant
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Wealthbridge Financial Group
Added 3mo ago
Financial Consultant
Wealthbridge Financial Group
Bothell, Washington
Business Strategy
Consulting & Professional Services
Corporate Development & M&A
$125k - $150k/yr
Bachelor's degree in finance

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Wealthbridge Financial Group
Financial Consultant
We won't show you this job again
Wealthbridge Financial Group
Added 3mo ago
Financial Consultant
Wealthbridge Financial Group
Redmond, Washington
Business Strategy
Consulting & Professional Services
Corporate Development & M&A
$125k - $150k/yr
Bachelor's degree in finance

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See All 32 Financial Consultant Jobs in Washington

Find roles in Washington that match your experience and apply in just a few clicks.

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Financial Consultant Jobs by City in Washington

Where Washington roles are concentrated, by current openings.

Olympia
2 jobs
Seattle
2 jobs
Kent
1 job
Lacey
1 job
Pasco
1 job
Auburn
1 job
Renton
1 job
Tacoma
1 job
Bothell
1 job

Financial Consultant Job Market in Washington

A snapshot from current Washington openings, updated as new roles post.

Who's Hiring

  • Wealthbridge Financial
    Wealthbridge Financial30
  • Ryder System
    Ryder System1
  • Fidelity Investments
    Fidelity Investments1

What Washington Employers Look For

The qualifications that appear most often in financial consultant jobs across Washington.

  • Active FINRA Series 65 or Series 66 registration required by Washington DFI for investment advice
  • Bachelor's degree in finance, economics, accounting, or a related business discipline
  • Certified Financial Planner (CFP) designation preferred or required at mid- and senior levels
  • Two or more years of client-facing financial planning or advisory experience
  • Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
  • Strong knowledge of Washington community property rules and state-specific retirement regulations

Financial Consultant Jobs in Washington: Frequently Asked Questions

How do you become a financial consultant in Washington?

To practice as a financial consultant in Washington you must register as an Investment Adviser Representative through the Washington State Department of Financial Institutions, which requires passing the Series 65 exam or holding a Series 66 combined with a Series 7. Most employers also expect a bachelor's degree in finance, economics, or accounting. Earning the CFP designation significantly strengthens your candidacy in the state's competitive wealth management and corporate advisory market.

Which companies hire financial consultants in Washington?

Employers hiring financial consultants in Washington right now include Wealthbridge Financial, Ryder System, and Fidelity Investments, based on current listings on Migrate Mate as of September 2026. Washington's concentration of large technology companies, aerospace employers, and regional banking institutions means demand is spread across corporate finance teams, registered investment advisory firms, and full-service bank branches throughout the state.

Which Washington cities have the most financial consultant jobs?

Olympia, Seattle, and Kent have the most financial consultant openings in Washington. Seattle and Bellevue dominate because of the dense concentration of tech headquarters, regional wealth management firms, and corporate treasury functions there, while Spokane supports steady demand as the commercial and banking hub for eastern Washington and the Inland Northwest.

Are there remote financial consultant jobs in Washington?

Yes, and more than many client-facing roles, because a meaningful share of financial planning and advisory work can be delivered through virtual meetings and digital planning tools. About 50% of financial consultant openings tied to Washington are remote or hybrid as of September 2026, reflecting employer flexibility built during recent years. Portfolio review, financial plan preparation, and ongoing client check-ins are the functions most commonly performed remotely.

How can I get hired as a financial consultant in Washington with little or no experience?

The most realistic entry path is applying for a financial advisor associate or client service associate role at a regional bank or independent RIA firm in Seattle or Bellevue while studying for your Series 65. Washington-based employers like Washington Federal and several large credit unions run structured new-hire programs pairing associates with senior advisors. Lateral moves from bank teller, loan officer, or insurance agent positions are common, and holding an active Series 65 registration before you apply gives you a clear edge over candidates who have not yet cleared licensing.

Where can I find and apply to financial consultant jobs in Washington?

You can find and apply to financial consultant jobs in Washington on Migrate Mate, which lists current Washington openings across Seattle, Bellevue, Spokane, and the broader state. Find the roles that fit your experience and credentials and apply directly through the listings.

See All 32 Financial Consultant Jobs in Washington

Find roles in Washington that match your experience and apply in just a few clicks.

Find Financial Consultant Jobs