Jobs in Seattle Washington

Blue Cypress Consulting is seeking a Senior Utility Management Services (UMS) Consultant to support current projects and facilitate the expansion of our utility management and community planning consulting services in the Pacific Northwest. It is our intent to continue growing our presence in the Seattle area and the region. As an integral part of our collaborative business development and technical team, this Senior Utility Management Consultant will manage client projects, lead/mentor early- to mid-career staff, develop and maintain client relationships, participate in business development activities, and contribute to internal business strategies. The ideal candidate has a minimum of 8 years of experience as a utility management and/or engineering consultant at an A&E firm within the Pacific Northwest (preferably Seattle metro-area) with a focus on water, wastewater, and/or stormwater systems. This candidate must have a successful track record of leadership, delivering projects on time and on budget, developing and maintaining client relationships, managing complex projects, and leading business development activities. They should thrive in a fast-paced, collaborative environment and exemplify Blue Cypress’s values: Collaboration, Strategic Development, and Improvement-Oriented Growth.

This person will be expected to develop and lead these potential types of projects for clients: conduct strategic planning efforts, perform operational assessments, lead business transformation projects, examine the effectiveness of information management tools and the data generated, design and conduct analyses to identify actionable insight, effectively communicate recommendations in writing and in presentations to a variety of audiences, design improvement strategies and initiatives, and support implementation of new business practices, information management tools, etc.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function mentioned satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Necessary accommodations will be provided in compliance with the Americans with Disabilities Act and state or local law.

The statements in this job description are intended to describe the essential nature and level of work being performed. They are not intended to list ALL responsibilities or qualifications of the job.

Responsibilities include:

• Provide specialized management consulting services in areas that may include: strategic planning, infrastructure management/asset management, operational optimization/lean processes, regulatory support, maintenance management, capital planning/forecasting, system planning, technology selection/on-boarding, data management/analytics/visualization, etc. More detailed related duties may include:
• Plan, design, and implement operations and maintenance optimization and capital planning and renewal strategies for water, wastewater, and/or stormwater for utilities
• Design and oversee analyses on large infrastructure datasets, such as GIS, computerized maintenance management system (CMMS), customer information systems, condition assessment/inspection databases, capacity assessment/hydraulic modeling, etc.
• Perform services on-site or off-site to support client staff in performing their day-to-day activities, such as planning/scheduling, condition assessment, capacity assessment, contractor management, etc.
• Design and implement analytics and dashboard platforms
• Perform project management on concurrent projects ranging from small to large, complex projects and successfully deliver these on time and on budget. Plan and designate project resources, prepare budgets, monitor progress, and keep clients and internal staff informed throughout the duration of the project
• Perform quality control and quality assurance reviews of deliverables in accordance with Blue Cypress policy
• Maintain and grow client relationships and assess client needs with the goal of delivering tailored, cost-effective solutions. Participate in business development activities such as client engagement, proposal writing, and presentations
• Work in a fast-paced environment with oversight from the Regional Director. Take direction from and proactively communicate to multiple internal stakeholders.
• Collaborate regarding internal strategic business planning and lead or support internal strategic initiatives
• Supervise, delegate, and oversee work of early- to mid-career staff
• Periodic travel required
• Perform other related duties as necessary or assigned

Minimum Qualifications

• Bachelors degree in Civil Engineering, Environmental Engineering, or a related technical discipline such as environmental science/management, or equivalent experience
• Minimum of 8 years of experience as a management consultant in a Pacific Northwest A/E firm with a focus on water, wastewater, or stormwater systems
• Advanced proficiency in infrastructure management and asset management consulting services
• Demonstrated strong project management skills with ability to effectively manage collaborative teams with concurrent projects and deadlines
• Established network of professional contacts in utility field within the Pacific Northwest region, particularly Seattle-metro, including local engineering firms and infrastructure clients
• Proven ability to establish and grow client base
• Strong written and verbal communication skills
• Enthusiasm, professionalism, creativity, and strong interpersonal skills
• Outstanding critical thinking skills
• Must be detail-oriented and able to prioritize, multitask, and organize complex projects
• Strong interest in local government and public agency operations and management, utility management, and asset management consulting services
• Ability to periodically travel to utilities across the region or country

Preferred Qualifications

• Master’s degree in engineering, public administration, business administration, environmental science, or other technical graduate science degree
• Licensed professional engineer (PE) in the State of Washington or Oregon
• Experience in environmental regulatory space
• Certification in Asset Management
• Certified Project Management Professional (PMP)
• Certified GIS Professional
• Experience or interest in growing into airport, transit, transportation, or other physical infrastructure intensive sectors

Required software proficiencies include:

• Microsoft Office applications (Excel, Word, Outlook, PowerPoint, OneNote, Sharepoint)
• Must be proficient in creating pivot tables, pivot charts, writing formulas (e.g., performing v-lookups) within Microsoft Excel

Preferred software proficiencies include:

• Microsoft specialized applications (Access,Power Query, PowerPivot, Visio, Project)
• Writing queries and joining tables within Microsoft Access or similar SQL environment
• ESRI ArcGIS ArcMap and/or Pro and various extensions such as Spatial Analyst
• Esri Apps including Workforce, Survey123, Collector, etc.
• Understanding of industry software such as Trimble Cityworks, Central Square’s Lucity, Infor/Hansen, IBM Maximo, InfoAsset Planner, hydraulic and hydrological modeling, CCTV, FOG, Fleet, etc.
• Understanding of data warehouse and business intelligence tools such as Tableau, Qlik, Power BI, etc.

Supervisory Responsibilities

This position will include supervision of personnel in the PNW.

Travel

There is potential travel of approximately 15% consisting primarily of travel within the local Metropolitan Area (e.g. driving to client sites, attending meetings/conferences, etc.) with some travel that may be required out of state.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

This is a hybrid position (in office/remote). We offer a telecommute option to work once a week from the office, with a minimum of 6 times per month at the office, and the remainder of the time to work from home. If desired, employees may work up to every day in the office instead of at home. During onboarding, new hires may be required to work more frequently in-person at the office with their supervisor. While in the office, the employee will normally work in a temperature-controlled office environment, with frequent exposure to electronic office equipment. Smoking and vaping shall be prohibited in all enclosed areas within the workplace.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

• Bellevue, WA (Fully Onsite – 4 days/week in-field driving)
• Contract | 6 Months
  
  

Senior Solution Architect / Senior Technical Architect – Retail & CPG

Location

Seattle, WA (Hybrid / Onsite as required)

Experience

12–18 years

Role Overview

We are seeking a Senior Technical Professional who can lead end‑to‑end solutioning and actively engage with customers across the Retail and Consumer Packaged Goods (CPG) domain. This role requires deep hands‑on technical expertise, strong architectural judgment, and the ability to translate complex business challenges into scalable, enterprise‑grade technology solutions.

The ideal candidate will be a trusted technical advisor to customers, capable of leading technical discussions, shaping solution architecture, and influencing decision‑makers through clear, compelling communication.

Key Responsibilities

Solution Architecture & Technical Leadership

• Lead the design and architecture of scalable, secure, and high‑performance enterprise solutions aligned with customer business goals.
• Own solutioning across the lifecycle—from discovery and requirements analysis to architecture, design, and high‑level implementation guidance.
• Define end‑to‑end architecture covering application, data, integration, cloud, and security layers.
• Ensure solutions follow industry best practices, architectural standards, and non‑functional requirements (performance, scalability, availability).

Customer Engagement & Pre‑Sales Support

• Engage directly with customers as a technical lead and trusted advisor during discovery, solution workshops, and executive‑level discussions.
• Translate business problems into technical solution approaches and clearly articulate value propositions.
• Support pre‑sales activities including solution presentations, architecture decks, RFP/RFI responses, and technical estimations.
• Present complex technical concepts to both technical and non‑technical stakeholders with clarity and confidence.

Retail & CPG Domain Expertise

• Apply strong domain understanding of Retail and CPG business processes such as merchandising, supply chain, inventory, order management, pricing, promotions, and customer analytics.
• Design solutions aligned to omnichannel retail, digital commerce, store systems, and data‑driven decisioning.
• Leverage domain knowledge to propose industry‑specific accelerators and best‑practice architectures.

Collaboration & Governance

• Collaborate with delivery teams, product owners, and engineering leads to ensure architectural alignment and successful execution.
• Provide technical oversight and guidance during development, integration, and deployment phases.
• Review designs and ensure adherence to enterprise architecture and security standards.
• Mentor junior architects and senior engineers, fostering technical excellence within the team.

Required Qualifications

Experience & Background

• 12–18 years of overall IT experience with a strong focus on solution architecture and customer‑facing roles.
• Proven experience leading enterprise‑scale solutioning engagements.
• Strong exposure to Retail and/or CPG domain solutions.

Technical Skills

• Strong hands‑on experience across modern technology stacks such as:
• Cloud platforms (AWS, Azure, or GCP)
• Microservices and API‑led architectures
• Data platforms, analytics, and integration patterns
• Enterprise application modernization
• Ability to evaluate and recommend technology platforms based on business and technical requirements.
• Strong understanding of security, scalability, and performance considerations in enterprise environments.

Communication & Leadership

• Excellent verbal and written communication skills, with the ability to engage CXO‑level stakeholders.
• Demonstrated ability to lead technical discussions, whiteboarding sessions, and architecture reviews.
• Strong problem‑solving mindset with the ability to influence and drive decisions.

Preferred Qualifications

• Experience working in consulting, system integrator, or large enterprise environments.
• Exposure to digital commerce platforms, ERP integrations, or large data ecosystems in Retail/CPG.
• Prior experience in solutioning for North American customers.

Why Join Us

• Work on large‑scale, high‑impact Retail and CPG transformations.
• Play a strategic role influencing customer technology roadmaps.
• Collaborate with senior business and technology leaders.
• Opportunity to lead complex, cutting‑edge enterprise solutions in a customer‑facing capacity.

Pay and Benefits

Pay Range Minimum: $ 124000 per year

Pay Range Maximum: $ 189000 per year

HCLTech is an equal opportunity employer, committed to providing equal employment opportunities to all applicants and employees regardless of race, religion, sex, color, age, national origin, pregnancy, sexual orientation, physical disability or genetic information, military or veteran status, or any other protected classification, in accordance with federal, state, and/or local law. Should any applicant have concerns about discrimination in the hiring process, they should provide a detailed report of those concerns to for investigation.

A candidate’s pay within the range will depend on their skills, experience, education, and other factors permitted by law. This role may also be eligible for performance-based bonuses subject to company policies. In addition, this role is eligible for the following benefits subject to company policies: medical, dental, vision, pharmacy, life, accidental death & dismemberment, and disability insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year (some positions are eligible for need-based leave with no designated number of leave days per year); and 10 paid holidays per year

How You’ll Grow

At HCLTech, we offer continuous opportunities for you to find your spark and grow with us. We want you to be happy and satisfied with your role and to really learn what type of work sparks your brilliance the best. Throughout your time with us, we offer transparent communication with senior-level employees, learning and career development programs at every level, and opportunities to experiment in different roles or even pivot industries. We believe that you should be in control of your career with unlimited opportunities to find the role that fits you best.

Seeking a Pacific Northwest located P&C Underwriter/Broker for an exciting opportunity to inherit a $500k-1.5 M revenue book of business for a national wholesaler/MGA. (They are also open to candidates located in the West Region outside of the PNW)

The agency is open to giving the entire book to a established broker with a proven track record of revenue growth.

The agency is also open to production UW's or inside brokers to inherit portions of the book. This is a really exciting opportunity for someone who wants wants to inherit a book and hit the ground running.

Innovative Driven is currently seeking a Litigation Paralegal to join the nationally recognized team at one of our most prominent class action law firm clients! The firm is proud of its track record of success on the most sophisticated of matters.

The firm plaintiff's practice regularly litigates cases involving corporate misconduct in diverse sectors such as consumer and product liability class actions, ERISA matters, financial fraud and securities litigation, environmental law and toxic torts. These are impactful cases that make a difference in people's lives!

The firm works on a hybrid schedule of 2 days onsite and 3 remote, in order to preserve work/life balance.

This position requires a combination of at least three years of case-based project management, research, writing, eDiscovery, and litigation paralegal skills (Cite Checking & Bluebooking). Relativity experience is a huge plus!

DUTIES:

• Assist with case-based research, writing and data entry
• Code/produce documents using Relativity
• Track discovery deadlines
• Cite check utilizing The Bluebook, Westlaw, and Lexis+.
• Complete legal research and writing, as directed by legal teams
• Assist with workflow and matters using Relativity e-discovery software, compiling batches for the team

REQUIREMENTS:

• At least 3 years of direct experience as a litigation paralegal
• Impressive research and writing skills
• Experience drafting complaints.
• Experience with document collection and reviewing document productions.
• PowerPoint and Excel proficiency, exhibiting both an analytical and creative eye.
• Proficiency in Relativity is a huge plus.

Please connect with me on LinkedIn as well @Summer Dillard

Job Title: Litigation Paralegal

Location: Seattle, WA 98101

Salary/Payrate: $85K-$95K, bonus and AWESOME benefits!!!

Work Environment: 100% REMOTE (after 30 day ramp up period)

Term: Permanent

Bachelor's degree required: Preferred

Referral Fee: AMS will pay $500 should the person you refer gets hired

ALTHOUGH THIS POSITION IS REMOTE AFTER 30 DAYS, CANDIDATES MUST LIVE IN THE SEATTLE AREA.

Job Description:

Please send your resume in Word format if you are interested in a Litigation Paralegal opening with a law firm located in Seattle, WA 98101. Salary in the $85K-$95K range and AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.

The ideal candidate will have 3+ years of experience in research, writing, cite-checking, and e-discovery; trial experience and experience with Relativity software is a plus. This role requires a strong combination of case-based project management skills and a high level of customer service.

RESPONSIBILITIES & QUALIFICATIONS

• Excellent interpersonal skills and experience communicating with a diverse set of clients.
• Assist with case-based research, writing, and data entry.
• Code/produce documents using Relativity.
• Track discovery deadlines.
• Impressive research and writing skills.
• Experience drafting complaints.
• Experience with document collection and reviewing document productions.
• PowerPoint proficiency, exhibiting both an analytical and creative eye.
• Competent in Excel and possess analytical capabilities to perform factual analysis.
• Proficiency in Relativity is considered a plus.
• Ability to manage multiple tasks and competing deadlines.
• Exemplary communication skills and ability to quickly build rapport with colleagues, co-counsel, and clients.
• Ability to exercise discretion and maintain confidentiality of sensitive information.
• Strong organization and time-management skills.
• Developed reputation for being accurate, dependable, efficient, and smart.
• Demonstrated ability as an independent thinker, self-starter, and strong work ethic.

Assistant General Counsel - Established Asset Manager (Seattle, WA)

Location: Seattle, Washington

Employment Type: Full-Time

Experience Required: Minimum 3+ years corporate transactional experience

Overview

An established asset management firm in Seattle is seeking an Assistant General Counsel to join its growing legal team. This individual will work closely with senior attorneys and business partners across the organization, providing legal support on a wide range of transactional, regulatory, and corporate matters. The ideal candidate is a proactive, business‑minded attorney who thrives in a collaborative environment and enjoys working across multiple subject areas.

Key Responsibilities

• Mergers & Acquisitions: Support the evaluation, structuring, negotiation, and execution of M&A transactions, joint ventures, and strategic partnerships.
• Investment Management: Advise on the formation, governance, and operation of investment vehicles; assist with investment advisory and asset management‑related regulatory matters.
• Real Estate Transactions: Provide legal support for acquisitions, dispositions, financings, leasing, and ongoing asset management activities for commercial real estate investments.
• Fund Management: Assist with the structuring, launch, and administration of private investment funds, including reviewing offering documents, subscription materials, and investor communications.
• Corporate Governance & General Commercial Matters: Draft, review, and negotiate a variety of commercial agreements; support ongoing corporate governance, compliance, and risk‑management initiatives.
• Cross‑Functional Collaboration: Partner with investment, finance, operations, and compliance teams to support business objectives while managing legal risk.

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active membership in at least one U.S. state bar; ability to become licensed in Washington or qualify for in‑house counsel registration.
• Minimum 3 years of relevant corporate transactional experience, preferably from a law firm or in‑house legal department.
• Experience in M&A, investment management, real estate transactions, and/or fund formation strongly preferred.
• Strong analytical skills, sound judgment, and the ability to balance legal considerations with business objectives.
• Excellent communication, drafting, and organizational skills.
• Ability to manage multiple projects in a fast‑paced, deadline‑driven environment.

Direct Counsel has partnered with a rapidly growing law firm in Washington that specializes in complex litigation, including consumer and employment class and representative actions, who is seeking qualified attorneys to join their expanding team in their Seattle office.

The firm focuses on the prosecution of wage & hour, unfair business practice, discrimination, and false advertising matters in both state and federal Courts across Washington and has recovered millions of dollars on behalf of tens of thousands of employees and consumers.

This is an excellent opportunity to gain experience with an established firm in state and federal plaintiffs-side class action litigation, against regional, national, and Fortune 500 companies in a wide variety of industries.

Hiring Criteria:

• Licensed to practice law in Washington.
• At least 5-10 years of experience in civil litigation, including experience with discovery in the civil litigation context, oral advocacy and appearing in Court, motion practice, and taking/defending depositions preferred.
• Experience in defense work.
• Prior experience with class actions, complex litigation, and wage and hour litigation preferred.
• Candidates must be able to travel occasionally.

Job Type: Full-time

Pay: $200,000.00 - $500,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person (remote flexibility for the right candidate)

Blue Cypress is seeking a Utility Management Services (UMS) Regional Director to support current projects and facilitate the expansion of our utility management consulting services group in the Pacific Northwest. This position will work closely with our existing UMS staff in Seattle, Atlanta, and Cincinnati, seeking to expand the current project work we are currently conducting with a number of clients in the PNW, win work with new clients, expand our services, and facilitate career development of staff. It is our intent to continue growing our presence in the Seattle area and to continue supporting our clients in the region. As an integral part of our business development and technical team, the UMS Regional Director will manage client projects, lead/mentor early- and mid-career staff, develop and maintain client relationships, and lead business development activities. The ideal candidate has a minimum of 15 years of experience primarily as a utility management and/or engineering consultant at an A&E firm; public sector experience is also valued. The successful candidate will have a strong professional network within the Seattle metro-area and a technical focus on water, wastewater, and/or stormwater systems or management of transportation systems (transit, highway, airport). This candidate must have a successful track record of leadership and mentorship, delivering projects on time and on budget, developing and maintaining client relationships, managing complex projects, leading business development activities, and working closely with a team made up of supervisor and peers. They should thrive in a fast-paced environment and exemplify Blue Cypress's values: Collaboration, Strategic Development, and Improvement-Oriented Growth.

This person will be expected to develop and lead these potential types of projects for clients: conduct strategic planning efforts, perform operational assessments, lead business transformation projects, examine the effectiveness of information management tools and the data generated, design and conduct analyses to identify actionable insight, effectively communicate recommendations in writing and in presentations to a variety of audiences, design improvement strategies and initiatives, and support implementation of new business practices, information management tools, etc.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function mentioned satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Necessary accommodations will be provided in compliance with the Americans with Disabilities Act and state or local law.

The statements in this job description are intended to describe the essential nature and level of work being performed. They are not intended to list ALL responsibilities or qualifications of the job.

Responsibilities include:

• Provide specialized management consulting services in areas that may include: strategic planning, infrastructure management/asset management, operational optimization/lean processes, regulatory support, maintenance management, master planning, technology selection/on-boarding, data management/analytics/visualization, etc. More detailed related duties may include:
• Plan, design, and implement operations and maintenance optimization and capital renewal strategies for water, wastewater, and/or stormwater for utilities or transportation systems (transit, highway, airport) .
• Design and oversee analyses on large infrastructure datasets, such as GIS, computerized maintenance management system (CMMS), customer information systems, condition inspection databases, capacity assessment/hydraulic modeling, etc.
• Perform services on-site or off-site to support client staff in performing their day-to-day activities, such as planning/scheduling, condition assessment, capacity assessment, contractor management, etc.
• Perform project management on concurrent large, complex projects and successfully deliver these on time and on budget. Plan and designate project resources, prepare budgets, monitor progress, and keep clients and internal staff informed throughout the duration of the project.
• Perform quality control and quality assurance reviews of deliverables in accordance with Blue Cypress policy, including project management reviews.
• Maintain and grow client relationships and assess client needs with the goal of delivering tailored, cost effective, solutions. Lead business development activities such as client engagement, proposal writing, and presentations.
• Be accountable for Pacific Northwest UMS related operations metrics such as utilization, workload management, accuracy of timesheets and expense reports, and other metrics as assigned.
• Work in a fast-paced environment with oversight from the UMS Director. Take direction from and proactively communicate to multiple internal stakeholders.
• Collaborate regarding internal strategic business planning and lead or support internal strategic initiatives
• Be responsible for developing business development strategies in collaboration with the UMS Director and the Marketing & Business Development Manager. Be responsible for implementation including identifying leads, making decisions on pursuits and related investments, and the quality of proposals.
• Supervise, delegate, and oversee work of early- and mid-career staff
• Mentor early-, mid-, and senior-career staff including
• Giving timely, constructive feedback
• Being responsible for professional development planning
• Maintain and promote Blue Cypress culture
• Implement and promote Blue Cypress policies, processes, and procedures
• Periodic travel required
• Perform other related duties as necessary or assigned

Minimum Qualifications

• Bachelors degree in Civil Engineering, Environmental Engineering, or a related technical discipline
• Minimum of 15 years of experience primarily as an engineering consultant in a Pacific Northwest A/E firm; public sector experience also valued. Focus on water, wastewater or stormwater systems or transportation systems (transit, highway, airport).
• Advanced proficiency in utility management and asset management consulting services
• Demonstrated strong project management skills with ability to effectively manage collaborative teams with concurrent projects and deadlines
• Established network of professional contacts in utility field within the Pacific Northwest region, particularly Seattle-metro, including local engineering firms and utility clients
• Proven ability to establish and grow client base
• Strong written and verbal communication skills
• Enthusiasm, professionalism, creativity, and strong interpersonal skills
• Ability to receive and act upon constructive feedback
• Outstanding critical thinking skills
• Must be detail-oriented and able to prioritize, multitask, and organize complex projects
• Strong interest in local government and public agency operations and management, utility management, and asset management consulting services
• Ability to periodically travel to utilities across the region or country

Preferred Qualifications

• Master's degree in engineering, public administration, business administration, environmental science, or other technical graduate science degree
• Licensed professional engineer (PE) in the State of Washington or Oregon
• Experience in environmental regulatory space
• Certification in Asset Management
• Certified Project Management Professional (PMP)

Required software proficiencies include:

• Microsoft Office applications (Excel, Word, Outlook, PowerPoint, OneNote, Sharepoint)

Preferred software proficiencies include:

• Microsoft specialized applications (Access, Power Query, PowerPivot, Visio, Project)
• Proficient in creating pivot tables, pivot charts, writing formulas (e.g., performing v-lookups) within Microsoft Excel
• Writing queries and joining tables within Microsoft Access or similar SQL environment
• Esri ArcGIS ArcMap and/or Pro and various extensions such as Spatial Analyst
• Esri Apps including Workforce, Survey123, Collector, etc.
• Understanding of industry software such as Azteca Cityworks, Central Square's Lucity, Infor/Hansen, IBM Maximo, Granite, Linko, etc.
• Understanding of data warehouse and business intelligence tools such as Tableau, Qlik, Power BI, etc.

Supervisory Responsibilities:

• This position will include supervision of personnel.

Travel:

• There is potential travel of approximately 25%, consisting primarily of travel within the local Metropolitan Area (e.g. driving to client sites, attending meetings/conferences, etc.) with some travel that may be required out of state.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

This is a hybrid position (in office/remote). We offer a telecommute option to work once a week from the office, with a minimum of 6 times per month at the office, and the remainder of the time to work from home. If desired, employees may work up to every day in the office instead of at home. During onboarding, new hires may be required to work more frequently in-person at the office. While in the office, the employee will normally work in a temperature-controlled office environment, with frequent exposure to electronic office equipment. Smoking and vaping shall be prohibited in all enclosed areas within the workplace.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prolonged periods sitting at a desk and working on a computer

• Must be able to lift up to 15 pounds at times

Private Wealth Advisor – Seattle, WA

Represented by Addison Group | Wealth Management Firm

Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Excellent opportunity to get your foot in the door in wealth management and advisory.

Responsibilities:

• Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies.
• Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance.
• Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement.
• Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions.
• Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance.
• Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients.
• Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making.
• Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks.
• Prepare and present financial plans, investment proposals, and performance reviews.
• Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring.

Qualifications:

• Minimum 3 years of experience
• CPA license highly preferred, or CFP (or in progress).
• Stable experience in public accounting, tax, or advisory.
• Strong understanding of financial statements, cash flow, investment principles, and tax concepts.
• Professional and excellent interpersonal skills, analytical, and have a client-first mindset.
• Bachelor's degree in Accounting, Finance, or a related field.

Our client offers:

$120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays.

• Hybrid in-office schedule. Downtown Seattle.