Investment Jobs in Washington
Investment jobs in Washington are open across Seattle, Bellevue, and Tacoma and other Washington metros, with employers like Bank of America, KeyBank, and Meta hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 43+ Investment jobs
Location: Bellevue, WA
Requisition ID 2026-122990
Category Financial Planning
Position type Regular
Pay range USD $68,000.00 - $95,000.00 / Year
Application deadline 2026-06-29
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
What you have
Required Qualifications:
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage Business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Bellevue, WA
Requisition ID 2026-122990
Category Financial Planning
Position type Regular
Pay range USD $68,000.00 - $95,000.00 / Year
Application deadline 2026-06-29
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
What you have
Required Qualifications:
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage Business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See All 43 Investment Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Investment Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
- Bank of America3
- KeyBank3
- Meta3
- Morgan Stanley3
- Bank Of Montreal2
Top Industries Hiring
- Investment & Asset Management12
- Banking & Financial Services10
- Technology & Software8
- Consulting & Professional Services2
- Cybersecurity2
What Washington Employers Look For
The qualifications that appear most often in investment jobs across Washington.
- Bachelor's degree in finance, economics, or a related quantitative field
- Proficiency in financial modeling, DCF valuation, and Excel
- CFA designation or demonstrated progress toward completing it
- Experience with Bloomberg Terminal or FactSet for market data and research
- Strong understanding of equity, fixed income, or alternative asset classes
- Ability to write clear investment memos and present recommendations to senior stakeholders
Investment Jobs in Washington: Frequently Asked Questions
How many investment jobs are there in Washington?
There are 43+ investment openings in Washington on Migrate Mate as of June 2026, with the most roles in Seattle, Washington, and Bellevue. New positions post regularly as employers across Washington hire.
How much do investments make in Washington?
Investments in Washington earn a median of about $107,210 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $64,810 for the lowest 10% to over $167,790 for the top 10%. Pay rises with experience, specialty, and employer.
Which Washington cities have the most investment jobs?
Seattle, Washington, and Bellevue have the most investment openings in Washington right now, with additional roles spread across smaller metros statewide.
Which companies hire investments in Washington?
Employers hiring investments in Washington include Bank of America, KeyBank, and Meta, based on current listings on Migrate Mate as of June 2026.
Are there remote investment jobs in Washington?
Yes. About 33% of investment openings tied to Washington are remote or hybrid as of June 2026. The rest are on-site roles based in Washington metros.
How do I apply for investment jobs in Washington?
You can apply to investment jobs in Washington directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Washington location, then apply to each one that fits.
See All 43 Investment Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
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