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Financial Advisor Business Development Jobs in Seattle, WA

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Seattle, WA

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Bellevue, WA · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

UNAVAILABLE

Financial Advisor

Tacoma, WA · On-site

$61 - $250/hr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Tacoma, WA · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Tacoma, WA · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

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All JobsFinancial Advisor Business Development JobsFinancial Advisor Business Development Jobs in Seattle, WA

Financial Advisor Business Development information

See Seattle, WA salary details

$41K

$116.2K

$163.9K

How much do financial advisor business development jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor business development in Seattle, WA is $116,232.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,400.00 and $149,100.00 per year, depending on experience, location, and employer.

What is a financial advisor business development?

A Financial Advisor Business Development role focuses on growing a financial advisory firm's client base and revenue. Professionals in this position identify new business opportunities, build relationships with potential clients, and develop strategies to expand the firm's market presence. They often collaborate with marketing teams and use networking, referrals, and outreach to attract new clients. The role combines sales, relationship management, and financial knowledge to drive business growth. Success in this position requires strong communication skills, persistence, and a deep understanding of financial products and services.

What are the key skills and qualifications needed to thrive as a financial advisor business development?

To thrive as a Financial Advisor Business Development professional, you need strong financial acumen, sales expertise, and a relevant degree—often supported by FINRA Series 7 and 66 or similar certifications. Proficiency in CRM software, financial planning tools, and portfolio analysis systems is typically required. Exceptional interpersonal, networking, and communication skills help build lasting client relationships and expand business opportunities. These skills are essential for acquiring and retaining clients, driving revenue growth, and ensuring trusted financial guidance.

What are some common challenges financial advisors face when building their client base, and how can these be overcome?

Financial advisors in business development often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining a consistent pipeline of prospects. Overcoming these hurdles typically involves developing strong interpersonal skills, leveraging referrals, and utilizing digital marketing and networking strategies. Many successful advisors also partner with experienced mentors or join established firms to access resources and support while building their own book of business.

What is the difference between Financial Advisor Business Development vs Financial Advisor?

AspectFinancial Advisor Business DevelopmentFinancial Advisor
Primary FocusGenerating new client leads and expanding business opportunitiesManaging client portfolios and providing financial advice
Required CredentialsSeries 7, 63/65 licenses, CFP often preferredSeries 7, 63/65 licenses, CFP often required
Work EnvironmentBusiness development teams, sales-focused settingsClient offices, financial planning environments
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial advisory firms, banks, independent practices

While both roles require similar licenses and industry knowledge, Financial Advisor Business Development primarily focuses on acquiring new clients and expanding the firm's market presence. In contrast, Financial Advisors concentrate on managing existing client portfolios and providing personalized financial planning. Understanding these differences helps clarify career paths and job expectations within the financial services industry.

What are popular job titles related to Financial Advisor Business Development jobs in Seattle, WA?

For Financial Advisor Business Development jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Business Development jobs in Seattle, WA look for?

The top searched job categories for Financial Advisor Business Development jobs in Seattle, WA are:

Financial Advisor Business Development jobs near you
Infographic showing various Financial Advisor Business Development job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $116,232 per year, or $55.9 per hour.

Senior Associate Financial Advisor

First Technology Federal Credit Union

Bellevue, WA

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

Description

The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.  This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business.  In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice’s strategic plans and assist in the day-to-day management of the office.

Here’s what you can expect from the job and what you need to be successful:  

What You'll Do:  

  • Strategic Integration
    • Collaborate with the Senior Advisor to implement business development, client service, and operational strategies.
    • Track progress on key initiatives and ensure alignment with long-term practice goals
    • Oversee daily office operations, including workflow coordination, resource allocation, and vendor relationships
  • Financial Planning & Advice:
    • Take an active role in portfolio research and asset allocation design
    • Conduct financial planning reviews and update financial plans as needed.
    • Provide investment advice and recommendations based on clients' risk tolerance and objectives
  • Client Relationship Management:
    • Assist the senior advisor in managing all client relationships
    • Manage assigned households and provide ongoing service and planning updates
    • Develop deep relationships with clients and their families to understand their financial goals and needs
  • Operational Support:
    • Collaborate with the assistant to ensure smooth operations and client satisfaction.
    • Maintain and document client activity in CRM system
    • Ensure compliance with regulatory requirements and internal policies. 
  • Business Development:
    • Design and manage client “touchpoints” strategy to deliver timely information and resources to clients throughout the year.
    • Attend and facilitate Experience Center (“XC”) partner meetings to build XC engagement as needed, cultivating COIs
    • Build relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship 

Essential Skills: 

  • Minimum 3 years’ client-facing experience in the investment or wealth management field, including experience in a consultative service role
  • Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc.
  • Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion  
  • Ability to assess individual client needs and foster strong relationships
  • Exceptional interpersonal skills to engage with internal and external business partners
  • Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
  • Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.)
  • Exposure to a CRM such as Salesforce is preferred
  • Minimum Education: High School Diploma; Bachelor’s degree is preferred or equivalent work experience
  • Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License 

Location:  Ridgepointe Experience Center | Bellevue, WA

Target Compensation in Washington: $80,000 to $100,000 (This range reflects reasonable earnings potential which includes a base salary and incentive pay based on experience level and current production) 


Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.

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