Wealth Management Advisor Jobs in Washington
Wealth Management Advisor jobs in Washington represent one of the most active markets in the Pacific Northwest, with steady demand from private banks, independent registered investment advisors, and brokerage firms across the state and a range of openings from associate advisors through senior wealth planners. The largest concentrations of hiring are in Seattle, Bellevue, and Spokane, where employers like Moss Adams Wealth Advisors, Russell Investments, and Washington Federal maintain significant advisory operations. The most in-demand specialties are retirement income planning, portfolio management, and high-net-worth client services. Find a role that fits below and apply directly.
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Showing 5 of 13+ Wealth Management Advisor jobs
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 13 Wealth Management Advisor Jobs in Washington
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Find JobsWealth Management Advisor Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
What Washington Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Washington.
- Active FINRA Series 65 or Series 66 license recognized in Washington State
- Bachelor's degree in finance, economics, accounting, or a closely related field
- CFP designation or active enrollment in a CFP certification program preferred
- Proven ability to build and manage a client book of high-net-worth relationships
- Experience with financial planning software such as eMoney, MoneyGuidePro, or Orion
- Strong knowledge of Washington State community property laws and estate planning basics
Wealth Management Advisor Jobs in Washington: Frequently Asked Questions
How do you become a wealth management advisor in Washington?
To work as a wealth management advisor in Washington, you need to register as an investment adviser representative with the Washington State Department of Financial Institutions, which requires passing the Series 65 exam or holding the Series 66 alongside a Series 7. Most employers expect at minimum a bachelor's degree in finance or a related field. Earning the CFP credential significantly strengthens candidacy and is often required for senior advisory roles at larger Washington firms.
How much do wealth management advisors make in Washington?
Wealth management advisors in Washington earn a median of about $114,050 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $58,650 for the lowest 10% to over $344,850 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth management advisors in Washington?
Employers hiring wealth management advisors in Washington right now include JPMorganChase, TIAA, and Raymond James, based on current listings on Migrate Mate as of October 2026. Washington's dense concentration of technology sector wealth and a strong independent RIA community means both large national wirehouses and smaller boutique advisory firms maintain consistent hiring pipelines throughout the year.
Which Washington cities have the most wealth management advisor jobs?
Seattle, Spokane, and Bellevue are the Washington cities with the most wealth management advisor openings. Seattle and Bellevue dominate because of the concentrated tech-sector wealth generated by companies headquartered on the Eastside, which drives sustained demand for advisors serving equity compensation and stock option clients, while Spokane reflects a growing regional wealth management market serving eastern Washington's business and agricultural communities.
Are there remote wealth management advisor jobs in Washington?
Yes, but they're less common than in purely analytical roles because wealth management advising is relationship-driven and many employers require in-person client meetings. About 100% of wealth management advisor openings tied to Washington are remote or hybrid as of October 2026, which is relatively modest for a white-collar profession. The tasks most likely to be done remotely are financial plan preparation, portfolio review, and internal team collaboration rather than direct client acquisition or onboarding.
How can I get hired as a wealth management advisor in Washington with little or no experience?
The most realistic entry path is joining a large Washington-based financial services firm as a client service associate or paraplanner, which provides direct exposure to advisory workflows without requiring an existing book of business. Firms like Moss Adams Wealth Advisors and regional bank wealth divisions in Seattle and Bellevue regularly hire associates for support roles that develop into advisory positions. Passing the Series 65 exam before applying signals commitment and clears the Washington DFI registration hurdle early, giving you a concrete edge over candidates who haven't yet licensed.
Where can I find and apply to wealth management advisor jobs in Washington?
You can find and apply to wealth management advisor jobs in Washington on Migrate Mate, which lists current Washington openings updated regularly. Search the available roles, find the ones that match your experience and target location, and apply directly to each employer without any intermediary step.
See All 13 Wealth Management Advisor Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
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