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Client Facing Finance Jobs in Seattle, WA (NOW HIRING)

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Issaquah, WA Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a clear path toward managing client relationships ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a clear path toward managing client ...

Pwc

Oracle EPM Manager

Seattle, WA

Bachelor Degree Minimum Years of Experience: 5 year(s) with client facing Finance Consulting experience with Oracle Enterprise Performance Management (EPM).Preferred Qualifications: Degree Preferred:

PactFi

Client Support Engineer

Seattle, WA · On-site +1

$130K - $150K/yr

Partner with Product and Engineering to develop and ship internal tooling and client-facing ... Experience in private credit, financial infrastructure, or regulated financial products is a plus ...

PactFi

Client Support Engineer

Seattle, WA · Remote

$130K - $150K/yr

Partner with Product and Engineering to develop and ship internal tooling and client-facing ... Experience in private credit, financial infrastructure, or regulated financial products is a plus ...

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

... in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant experience in delivering financial advice directly to ...

Mainspring Wealth Advisors LLC

Be Seen First

Client Support Services Associate

Tukwila, WA · On-site

$52K - $60K/yr

Support multiple Financial Advisor teams across the Mainspring network by completing task work ... Provide occasional client-facing support only when needed and as directed by the advisor team or ...

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All JobsClient Facing Finance JobsClient Facing Finance Jobs in Seattle, WA

Client Facing Finance information

See Seattle, WA salary details

$58.6K

$79.3K

$111.5K

How much do client facing finance jobs pay per year?

As of Aug 30, 2026, the average yearly pay for client facing finance in Seattle, WA is $79,280.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $84,800.00 per year, depending on experience, location, and employer.

What is a client facing finance?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What types of clients and industries do client facing finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are the key skills and qualifications needed to thrive in client facing finance, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions involve direct interaction with clients to provide financial advice, manage accounts, or offer investment services, often requiring strong communication skills and relevant certifications like the CFA or CFP.

What is an example of a client facing finance job?

A client facing finance job involves direct interaction with clients to provide financial advice, manage accounts, or offer investment services. Examples include financial advisors, relationship managers, and client service associates, who often use tools like CRM software and require strong communication skills.

What are popular job titles related to Client Facing Finance jobs in Seattle, WA?

For Client Facing Finance jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Client Facing Finance jobs in Seattle, WA look for?

The top searched job categories for Client Facing Finance jobs in Seattle, WA are:

Client Facing Finance jobs near you
Infographic showing various Client Facing Finance job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $79,280 per year, or $38.1 per hour.

Associate Financial Advisor

Jambalaya Group

Issaquah, WA • On-site

$85K - $95K/yr

Full-time

Medical, Retirement, PTO

Re-posted 11 days ago

Job description

Associate Financial Advisor (AFA)
Location: Issaquah, WA Full-Time
Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice?
Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team.
This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice - not a service-only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development.
About the Practice
We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships - not transactional sales. Our culture is collaborative, entrepreneurial, and client-first. We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.
Key Responsibilities
Client Relationship Development & Ownership
  • Partner with senior advisors in client meetings and progressively take the lead on client relationships
  • Build long-term relationships through proactive communication and personalized planning support

Financial Planning & Implementation
  • Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
  • Translate complex concepts into clear, actionable guidance for clients

Meeting Preparation & Follow-Up
  • Coordinate materials, action items, and execution to ensure exceptional client experience

Team Collaboration
  • Work closely with advisors and staff to deliver consistent, high-quality service

How to Apply
If you are an experienced, licensed financial professional looking to build a long-term career within a high-quality advisory practice, please submit your resume and cover letter outlining your experience and interest.
Equal Opportunity Employer
We welcome applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Requirements
Ideal Candidate Profile
Required Qualifications
  • Bachelor's degree
  • Minimum of 3+ years of client-facing financial services experience

Preferred
  • Fully licensed (Series 7 & Series 66) preferred - the practice will sponsor and support licensing for the right candidate if needed.
  • Washington Life & Health preferred
  • Ameriprise experience, (not required)

Professional Strengths
  • Strong relationship-builder who enjoys working directly with clients
  • Organized, detail-oriented, empathetic, and confident
  • Comfortable engaging new clients and growing relationships

Career Mindset
  • Seeking a long-term role with increasing responsibility and partnership potential
  • Thrives in a collaborative, entrepreneurial practice environment

Benefits
Compensation & Benefits
Base Salary: Competitive starting range of $85,000-$95,000 (commensurate with experience)
Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.
Benefits Include:
  • Health insurance
  • Simple IRA retirement plan
  • Paid time off and paid holidays

Schedule: Monday-Friday, standard business hours (no evenings or weekends)
Work Environment: In-office with limited hybrid flexibility after training period

Apply