Securities Analyst jobs in Bellevue, WA

Securities Analyst conducts research on organizations within a specific industry in order to make recommendations regarding investment strategy. Stays abreast of trends and news within an industry, such as filings, mergers and acquisitions, competitive position, and financial stability of organizations. Being a Securities Analyst requires a bachelor's degree or in a related area. Typically reports to a manager or head of a unit/department. To be a Securities Analyst typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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Registered Client Service Associate
  • Wedbush Securities
  • Seattle, WA FULL_TIME
  • Job Description:


    Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Seattle office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management.

    Responsibilities include, but are not limited to:

    • Provide sales and administrative support to customers and Financial Advisors
    • Maintain client account information and assist Financial Advisors with special projects as needed
    • Coordinate and prepare for client review meetings and set up new accounts
    • Organize and maintain calendar and meeting schedule
    • Process invoices, check requests, and expense reports
    • Research and arrange detailed travel plans: prepare travel itineraries and compile all documents and information needed for travel and appointments
    • Interact with customers both in person and on the phone
    • Prepare correspondence, presentations, and reports
    • Follow up on deadline-driven tasks and issues
    • Answer phones and take detailed, accurate messages
    • Maintain files and documents
    • Perform other duties and tasks as assigned and required

    Experience and Skills:
    • Bachelor's Degree from an accredited university
    • FINRA Series 7 license required
    • 3 years broker/dealer sales support experience preferred
    • Strong commitment to customer service
    • Basic/working knowledge of general office procedures and equipment (multi-line phones, FAX, computer and keyboard skills)
    • Proficient in MS Office
    • Professional appearance and demeanor is essential
    • Positive 'can-do' attitude, ability to prioritize, multi-task, and meet deadlines required


    Job Benefits:

    What Wedbush Offers You

    As part of the overall compensation package, Wedbush Securities (WS) offers an array of diverse benefits to our Colleagues.

    • Comprehensive medical, dental, and vision coverage with multiple health plan options
    • Health Savings Account (HSA) with company-sponsored contributions
    • Flexible Spending Accounts (FSA) traditional and dependent care
    • Pre-Tax Commuter Benefits
    • 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
    • Tuition reimbursement ($5,250 max per year)
    • Paid Vacation, Sick Time, Holidays, Volunteer Time Off
    • Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
    • FINRA and Professional License Sponsorship
    • Charitable Donation Matching Contributions
    • Travel & Employee Assistance and Employee Discount Programs
    • Discretionary compensation based on the colleague's and the firm's performance

    Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $30-$32.92/hr.

    At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.

    Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview


    From: Wedbush Securities

  • 1 Month Ago

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Corporate Counsel, Securities, Global Technology Company, Seattle, WA
  • Harris Legal Search
  • Seattle, WA FULL_TIME
  • A well-known public company has engaged Harris Legal Search to recruit a Corporate Counsel to join a collegial and fast-moving team. As Corporate Counsel, you will work on corporate governance, SEC re...
  • 1 Month Ago

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Business Analyst (Data Analyst)
  • Microsoft Legal Department
  • Redmond, WA OTHER
  • Job Duties Microsoft Corporation has the following job opportunity: Develop reports, dashboards, tabular models and analytical insights to drive business success. Produce business intelligence (BI) in...
  • 21 Days Ago

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Compensation Analyst
  • University of Washington (UW) Medicine
  • Renton, WA FULL_TIME
  • Job DetailJob Title:Compensation AnalystReq:2023-1058Location:VMC Main CampusDepartment:Human ResourcesShift:DaysType:Full TimeFTE:1Hours:City State:Renton, WASalary Range:Min $88,168 - Max $140,185/a...
  • 18 Days Ago

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Grant Analyst
  • Triplenet Technologies, Inc.
  • Seattle, WA FULL_TIME
  • Scope of Duties:  Maintains current knowledge and provides guidance regarding laws, administrative codes, policies, procedures and practices relating to grant programs administered by the Federal Tra...
  • 18 Days Ago

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Provisioning Analyst
  • Okta
  • Bellevue, WA FULL_TIME
  • Get to know Okta Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexib...
  • 18 Days Ago

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0 Securities Analyst jobs found in Bellevue, WA area

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Director, Grant and Contract Administration
  • Community Passageways
  • Seattle, WA
  • Job Description Our non-profit organization seeks an experienced Director of Grant and Contract Administration to lead a...
  • 3/28/2024 12:00:00 AM

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Senior Business Intelligence Analyst *Remote - most states eligible*
  • Providence Health & Services
  • Renton, WA
  • Job Description Senior Business Intelligence Analyst *Remote - Most states eligible* Providence St. Joseph Health (PSJH)...
  • 3/28/2024 12:00:00 AM

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Hybrid-Remote IT Security Analyst [24-00092]
  • Summit Human Capital
  • Seattle, WA
  • Summit Human Capital is seeking a highly motivated Hybrid/Remote IT Security Analyst to support one of our largest Richm...
  • 3/27/2024 12:00:00 AM

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Sr. Splunk Enterprise Security App Dev/Administrator (Remote) - (BHJOB22048_762)
  • ITmPowered
  • Seattle, WA
  • Sr. Splunk Enterprise Security App Dev/Administrator (Remote) - ITmPowered Sr. Splunk Enterprise Security Developer Admi...
  • 3/27/2024 12:00:00 AM

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Financial Analyst II, FP&A
  • Coinstar
  • Bellevue, WA
  • The Financial Analyst II, FP&A supports financial planning and storytelling through financial forecasting, management re...
  • 3/25/2024 12:00:00 AM

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Engineering Analyst II - OT Specialization
  • DB Engineering
  • Redmond, WA
  • Position Overview DB Engineering is looking for a proactive, Operational Technology engaged Mechanical Engineer with a d...
  • 3/25/2024 12:00:00 AM

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Cyber Security Analyst
  • Prime Team Partners
  • Kirkland, WA
  • Cybersecurity Analyst Contract Length: 3 Months with strong possibility of extension Pay Rate: $70/hr - $90/hr Location:...
  • 3/24/2024 12:00:00 AM

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Coding Supervisor - 219709
  • Medix™
  • Renton, WA
  • The Coding Supervisor manages and leads the coding team, including hiring, performance management, and training, and sup...
  • 3/24/2024 12:00:00 AM

Bellevue is located at 47°36′N 122°12′W / 47.6°N 122.2°W / 47.6; -122.2 (47.5976, −122.1592). According to the United States Census Bureau, the city has a total area of 36.47 square miles (94.46 km2), of which, 31.97 square miles (82.80 km2) is land and 4.50 square miles (11.65 km2) is water. The city's name is derived from a French term for "beautiful view". Under favorable weather conditions, scenic vistas of the Olympic Mountains and Cascade Mountains can be viewed from hilltops (and strategically positioned high-rise buildings) within the incorporated city. The city lies between Lake Wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Securities Analyst jobs
$136,006 to $199,676
Bellevue, Washington area prices
were up 2.8% from a year ago

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