Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor: Strategic Portfolio Planning

$60k

U.s. Bancorp

U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance strategies for clients, building tailored goals-based portfolios. You will work with AMG or U.S. Bancorp Investment’s open architecture to deliver research, strategy, and portfolio construction. Required are a bachelor's degree, 3–5 years in financial sales, and FINRA licenses plus state insurance license. Seattle location with base salary in the mid-$60k range plus incentives. #J-18808-Ljbffr U.s. Bancorp

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor: Strategic Portfolio Planning in Seattle, WA vacancy
  •  ...Our current opening is for a Senior Portfolio Manager to join our investment team. We are...  ...King County Investment Pool’s (KCIP) strategic investment plans. This position will actively participate...  ...and will also serve as a key advisor on financial matters to King County’... 
    Suggested
    Bi-weekly pay
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    King County, WA

    Seattle, WA
    2 days ago
  • $155.19k - $299.39k

    About The Role Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical AI...  ...environments—and Deployment Strategists—strategic builders who advise customers on AI...  ...team coordination: own capacity planning, talent acquisition, and staffing... 
    Suggested

    Salesforce

    Seattle, WA
    3 days ago
  • $155.19k - $299.39k

     ...Role Salesforce is hiring a Portfolio Leader to directly manage and grow a team of technical...  ...and Deployment Strategists (Strategic Builders - customer‑facing advisors who shape AI strategy, define...  ...Coordination: You own capacity planning, talent acquisition, and staffing... 
    Suggested
    Immediate start

    Salesforce

    Bellevue, WA
    3 days ago
  •  ...Properties in Seattle seeks a Senior Property Manager to lead operations, safety programs, and...  ...relations across a multi-tenant office portfolio. You will develop budgets, oversee CapEx...  ...is a senior leadership role requiring strategic oversight, contract management, and... 
    Suggested
    Contract work
    Work at office

    BXP, Inc.

    Seattle, WA
    2 days ago
  • $156.48k - $282.24k

     ...Employees enjoy multiple wealth-building opportunities...  ...stock purchase plan, 401(k), and access to...  ...This role coordinates and manages processes and communications...  ...across a broad product portfolio. It leads cross-functional...  ...Prototyping ( Required)Strategic Planning ( Required)... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Bellevue, WA
    3 days ago
  •  ...DETAILS: Baruffi Private Wealth exists to simplify the...  ...it. Tony Baruffi, CFA, managed bond and currency portfolios for pension funds, endowments...  ..., construct financial plans, and run the research behind...  ...relationships remain with the lead advisor. The investment and... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    CrossMMG, LLC

    Bellevue, WA
    1 day ago
  • $157.23k - $192.17k

     ...DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify...  ...on wealth and estate planning, investments, banking, credit...  ...planning. The Private Wealth Advisor (PWA) is responsible for identifying...  ...Private Wealth Management's strategic partners in the region.This... 
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Seattle, WA
    4 days ago
  • $113.92k - $142.4k

     ...The primary responsibility of the Product Manager is to manage, optimize, and grow...  ...investment and objectives and ChemPoint’s strategic aims. What You'll Do:Acts as liaison and...  ...for campaign strategy. Builds product line plans and coordinates internal strategies for product... 
    Work experience placement

    Univar

    Bellevue, WA
    3 days ago
  • $82.01k

     ...opportunity for a Pre-Award Grants Manager (Temporary) to join their...  ...of the assigned research portfolio. Pre-award responsibilities...  ...School of Public Health. Work strategically with Epi PIs to identify and...  .... Assist PIs with strategic planning regarding funding and... 
    Full time
    Contract work
    Temporary work
    For subcontractor
    Monday to Friday
    Shift work
    Day shift

    University of Washington

    Seattle, WA
    17 hours ago
  • $110k - $130k

    The Senior Asset Manager operates independently under...  ...of the assigned portfolio.Schedule: Full-TimeMonday...  ...life would look like:Strategic Asset & Financial ManagementDevelop...  ...in long-term capital planning and ensure reserve...  ...your health, wealth and well-being. And adds... 
    Full time
    Work experience placement
    Local area
    Remote work

    HumanGood

    Seattle, WA
    6 days ago
  • As a Product Portfolio Operations Director in Cyber Security and Technology Controls, you are a foundational member of a team...  ...while coordinating reporting and communications plans for portfolio management operations and change initiativesIdentify, design, and implement... 

    JP Morgan Chase

    Seattle, WA
    7 days ago
  • $107k - $175.5k

    Primary Purpose of Position:Manage the property/portfolio to enhance long-term value. Manage and provide...  ...CapEx budgets and implement the business plan, ensuring net operating income (NOI)...  ...leadership and direction, develop strategic goals, assign work, and training to the... 
    Contract work
    For contractors
    Work at office
    Local area

    Boston Properties

    Seattle, WA
    4 days ago
  • Job Description:As the Platform Product Management Leader for Assure Platform within DXC...  ...Platform Product ManagementLead the strategic planning, product backlog, and roadmap execution...  ...Define and maintain the platform services portfolio, including:Ecosystem Partnerships -... 
    Minimum wage
    Full time

    DXC Technology

    Bellevue, WA
    7 days ago
  • $65k

     ...excel at—all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the...  ...delivery of strategies and capabilities including portfolio management, trust administration, investment... 
    Temporary work
    Work experience placement

    U.s. Bancorp

    Seattle, WA
    5 hours ago
  • $150k - $240k

     ...seeking a full-time Wealth Manager to join our team. The...  ...from emerging wealth advisors to LNW’s most senior...  ...client circumstances by strategic lead partners, other...  ...of managed investment portfolios consistent with each...  ...thoughts, ideas and plans to clients. Drive the... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    2 days per week
    3 days per week

    Laird Norton Wetherby

    Seattle, WA
    17 hours ago
  • $199k - $256k

     ...role will be responsible for managing intellectual property matters...  ...develops and implements patent portfolio strategies; coordinates...  ...portfolio status, key risks, and strategic recommendations to the executive...  ...and verbal communication, planning, and organizational skills, with... 
    Contract work
    Work at office
    Worldwide

    NWRPros

    Seattle, WA
    2 days ago
  • $130k - $205k

     ...seeking a highly accomplished Portfolio Delivery Director - AI Native...  ...to lead one of the strategic business portfolios within a...  ...programs, projects, products, and managed services teams. The role is responsible...  ...delivery lifecycle, from planning and engineering to testing,... 
    Temporary work
    Remote work
    Flexible hours

    EPAM Systems

    Seattle, WA
    1 day ago
  •  ...speed. With deep expertise in Managed Infrastructure Services,...  ...backlog management, release planning, and stakeholder alignment activities...  ...Leadership to translate strategic objectives into actionable product...  ..., release planning, and portfolio prioritization activities. Monitor... 
    Minimum wage
    Full time

    DXC Technology

    Bellevue, WA
    7 days ago
  • $150k - $160k

     ...DescriptionOversee property management for owned sites globally, facilitate...  ...and manage workplace space planning and build out projects for...  ...includes:Operate at both a strategic and tactical property...  ...management level throughout a global portfolio of owned office and... 
    Work at office
    Relocation
    Flexible hours

    Expeditors International

    Bellevue, WA
    3 days ago
  •  ...exceptional service.1. Cultivates and manages deep, long-term relationships...  ...and implement customized Wealth Management strategies for...  ...including investment, tax planning, estate planning, and family...  ...relationship management and portfolio management• MBA or Post-Graduate... 
    Full time
    Temporary work
    Flexible hours

    Northern Trust

    Seattle, WA
    5 days ago
  •  ...achieve what matters most.Schwab Wealth Advisory is a fee‑based,...  ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing...  ...deliver holistic financial planning, and provide tailored investment...  ...recommendations that align portfolios to client objectives, risk... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Bellevue, WA
    3 days ago
  •  ...adequate visibility of their progress (e.g. through optimization of Portfolio Management software and KPI reporting). Audit project data to uncover...  ...professional development requirements for PMs and work on a plan to address them. Measure and report the progress of teams and... 
    Remote work
    Monday to Friday

    King-County,-W

    Seattle, WA
    3 days ago
  • $100k - $140k

     ...comprehensive services to clients managing capital projects and real estate portfolios across the United States. Our...  ...disposition—ensuring alignment with strategic business objectives.Qualifications...  ...phases of construction including planning, pre-construction services,... 
    Full time
    Contract work
    For contractors
    Local area
    Remote work
    Worldwide

    Baker Tilly

    Seattle, WA
    5 days ago
  •  ...with a consistent focus on relationship management, not portfolio management Demonstrate a deep...  ...Skills At least 2 years in a Financial Advisor role or equivalent financial services...  ...ability and commitment to goals‑based planning and advice A valid and active Series... 

    JPMorganChase

    Seattle, WA
    1 day ago
  •  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...  ...consistent focus on relationship management, not portfolio management Demonstrate a deep understanding... 

    JPMorgan Chase & Co.

    Seattle, WA
    3 days ago
  • $78k

     ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...  ...consistent focus on relationship management, not portfolio management Demonstrate a deep understanding... 

    JPMorgan Chase

    Seattle, WA
    3 days ago
  •  ...estate is owned, developed and managed, including for communities...  ...This position will grow our portfolio of land transactions throughout...  ...agreements with multiple parties, planning and executing due diligence...  ...with sellers, buyers and strategic partners  Initiating and completing... 
    Work at office
    Remote work
    Visa sponsorship
    Work visa

    Forterra

    Seattle, WA
    3 days ago
  •  ...Job Description VP – SVP Portfolio Manager Seattle, WA On-site...  ...A distinguished independent wealth management firm is seeking a...  ...investment team. This is a strategic role for an experienced professional...  ...working alongside Client Advisors in Seattle, as well as across... 
    Work at office

    International Search Consultants

    Seattle, WA
    a month ago
  •  ...seeking a qualified candidate for a 6-month temporary Budget Manager assignment, open to external candidates and internal...  ...the biennial budget, track revenue and expenses, and support strategic budget planning under the Director of Finance and Administration. #J-18808... 
    Temporary work

    SEATTLE CENTER

    Seattle, WA
    1 day ago
  •  ...position.Duties and ResponsibilitiesThe asset manager works with housing management,...  ...maximize social and financial returns for the portfolio.Specific DutiesWork with site and...  ...with regular scheduled maintenance and planning for larger scale repairs.Ensure portfolio... 
    Permanent employment
    Part time
    For contractors
    Work at office
    Monday to Friday

    Low Income Housing Institute

    Seattle, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor: Strategic Portfolio Planning. Be the first to apply!