Licensed Paraplanner — Wealth Planning in Seattle
Jambalaya Group
Paragon Wealth Advisors in Seattle, WA is seeking an experienced paraplanner to support advisors in client meetings, transactions, documentation, and follow-up. This role requires accuracy, confidentiality, and a solid foundation of industry knowledge to assist through the planning process. Ideal candidates are licensed (Series 7/66 preferred) with experience in a wealth management or financial planning environment and a strong commitment to detail, organization, and client service. #J-18808-Ljbffr Jambalaya Group
- Paragon Wealth Advisors, a private wealth advisory practice... ...Services, LLC, in Seattle, WA, seeks an experienced Paraplanner to support advisors through... ...The ideal candidate is licensed or licensed-ready, detail... ...focused on accurate planning and exemplary client service...SuggestedPrivate practiceWork at officeImmediate start
- Paragon Wealth Advisors in Seattle, WA is seeking an experienced paraplanner. The role supports advisors through client meetings, transaction... .... Candidates should be licensed (Series 7/66 preferred) and have experience in financial planning or wealth management. The team...Suggested
- Paragon Wealth Advisors in Seattle is seeking an experienced Paraplanner who is licensed to join our team. This role supports financial advisors through client meetings, transactions, documentation, and follow-up to ensure accurate and timely service. The ideal candidate...Suggested
$82k - $95k
Paraplanner Paragon Wealth Advisors | Seattle, WA | In-Office Support advisors and clients through meaningful financial planning and exceptional execution. Paragon Wealth Advisors, a private wealth... ..., detail-oriented, and licensed Paraplanner to join our team. This...SuggestedPrivate practiceWork at officeImmediate startHome office- ...Advisors seeks driven financial professionals in the United States to become wealth managers through licensing and employment. This role emphasizes client engagement, strategic financial planning, and product guidance in an in-office setting with mentorship and licensing...SuggestedWork at office
- ...employee advisor model as a Wealth Advisor affiliated with LPL... ...local bank branch located in Seattle, Lynnwood, Bellevue, Redmond,... ...institution) Must maintain Licenses and FINRA registrations:... ...insurance products and financial planning Core Competencies: Strong...Work at officeLocal area
- ...Porting Books @ NLR | Private Wealth | Family Office | Multi... ...start to finish, if appropriate) Seattle, WA & surrounding areas. Our... ...Collaborate closely with the Advanced Planning Team and Client Service Team... ...-dealer or RIA. Series 65 license or equivalent. Relevant...Full timeWork at office
$100k
About Trajan Wealth With over $3 billion in assets under management... ...wealth management, estate planning through Trajan Estate, and tax... ...entrepreneurial Financial Advisor in the Seattle Metro area. This is a W2... ...experience Securities licenses/Certification - Series 65 or...Temporary workWork at officeLocal area- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to provide holistic... ...financial solutions to clients at our Seattle-area branches. This on-site role emphasizes... ..., hold or be eligible for FINRA licenses, and are motivated to meet sales goals while...
$80k - $90k
Job Description: Merrill Wealth Management is a leading provider... ...wealth management, including planning for retirement, education, legacy... ...& 66 (63 & 65 in lieu of 66) licenses Minimum of one year... ...Lincoln Square (WA3400), US - WA - Seattle - 401 Union St - Rainier Square...Interim roleWork at officeLocal areaImmediate startShift workDay shift- TIAA is seeking a Financial Planning Advisor in the Seattle area to partner with an Executive Wealth Management Advisor and grow a high-net-worth client book. You will... ...management or financial planning and FINRA licensing within 120 days. Competitive base pay and incentives...
- KeyBank in Seattle, WA seeks a Private Client Advisor to grow Mass Affluent relationships through planning and wealth solutions. You will deliver investment services and partner with... ...the banking center to maximize growth. Licenses or eligibility required; CFP preferred...
- ...growing Registered Investment Advisor (RIA) in Seattle is seeking a Paraplanner to support their financial planning practice and advisory team. This role combines technical... ...–2 years of experience in financial planning or wealth management CFP certification in progress or a...
$140k - $200k
...Job Title: Senior Wealth AdvisorJob Description The Senior Wealth Advisor role is a direct... ...each client’s financial life, leads key planning conversations, coordinates... ...directly with clients. ~ Active Series 65 license. ~ Strong financial planning knowledge...Permanent employmentWork at officeMonday to Friday$157.23k - $192.17k
...Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify... ...clients holistically on wealth and estate planning, investments, banking, credit, insurance... ...position requires National Mortgage Licensing System (NMLS) registration under the terms...Full timeWork experience placementLocal area3 days per week- ...Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is... ...firm specializes in delivering customized wealth management and investment advisory solutions... ...will play a key role in financial planning, investment analysis, client meeting preparation...For contractorsWork at office
- ...P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate... ...is required, along with active Series 7 and Series 66 licenses. The company values diversity and offers competitive...
- ...offers a paid three-year Apprentice Financial Advisor Program in Seattle, WA, to train the next generation of financial professionals.... ...and hands-on client experience. In years 1-3 you’ll develop wealth planning and advisory skills, interact with senior advisors, and...Apprenticeship
$100k - $250k
Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join our fast-growing firm. Candidates should be dedicated... ..., CFP designation, and at least 7 years in financial planning. This role entails onboarding clients and assisting in...- Northwestern Mutual in Seattle seeks an in-person, full-time Financial Representative to build lasting... ...their financial goals with comprehensive planning. You’ll benefit from award-winning training, mentorship, and licensing programs to grow your personal business within...Full time
- ...to join our employee advisor model as a Wealth Advisor with LPL Financial. Gesa's mission... ...a financial institution) Must maintain Licenses and FINRA registrations: Active State... ...investment/insurance products and financial planning Core Competencies: Strong self-...Work at officeLocal area
- KeyBank's estate planning team in Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts, tax optimization,...
$70k - $80k
...and investment goals, building a financial plan, and recommending brokerage products. Job... ...knowledge by completing required licenses and trainings. This position may be responsible... ...Lynnwood - 5727 196th St Sw (WA4127), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105)...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver comprehensive... ...in a local branch network across Seattle, Lynnwood, Bellevue, and surrounding areas... ...client-focused, needs-based financial planning and cross-selling of products while maintaining...Local area
- ...leading financial services firm based in Seattle is hiring a Private Client Advisor to... ...investment solutions and comprehensive financial planning to clients. The role requires a proven... ...2 years of experience and relevant licenses. A commitment to diversity and an understanding...
- ...Washington-based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its... ...-based advisory setting, holds a Series 65 or 66 license, and has a client-centric approach to wealth planning. CFP/CFA/CPWA is a plus; experience with 401(k)...Remote jobFlexible hours
$25 - $38.46 per hour
...Banker Location: 9255 Rainier Avenue S - Seattle, Washington 98118 Job Summary Be a... ...on the entire client relationship with a plan-based approach to financial advice. As a... ...capabilities within Key (required) Licenses and Certifications FINRA License S6...Hourly payWork experience placementImmediate startDay shift- ...practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice... ...client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion...Work at office
- HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth... ...collaboration with product specialists. Licenses such as Series 7, 63, 65 or 66 and Life... ...licenses are required; experience in wealth planning and nontraditional banking sales is...
$100k - $140k
...Advisor - Afton Union Financial Group - Seattle, WAApplylocations: WA - Seattletime type... ...Advisor to support clients through investment planning, insurance solutions, and ongoing... ...of experience in Financial Services as a licensed Advisor* Ability to handle multiple tasks...Full timeRemote work
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