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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Licensed Paraplanner — Wealth Planning in Seattle in Seattle, WA vacancy
- 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
- 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
$75k - $160k
...Private Wealth Advisor Across Wealth Management, Goldman Sachs... ...businesses provide financial planning, investment management, banking... ...Series 7, 63 and 3 licenses (if unlicensed at time of hire... ...expected base salary for this Seattle, Washington, United States-based...Suggested$157.23k - $192.17k
...DescriptionU.S. Bank Private Wealth Management (PWM) helps clients... ...on wealth and estate planning, investments, banking, credit... ...position requires National Mortgage Licensing System (NMLS) registration under... ...applicants.SummaryLocation: Seattle, WA; Bellevue, WAType: Full...SuggestedFull timeWork experience placementLocal area3 days per weekUS Bank
Bellevue, WA3 days ago- ...Family Wealth Advisor Seattle, WA Have you got the right qualifications and skills for this job... ...in the four main areas of advanced planning: wealth enhancement, wealth transfer,... ...preferred. Life and Disability Insurance license. Familiarity with software such as...SuggestedFull timeTemporary workWork at office
Next Level Recruiting, LLC
Seattle, WA14 days ago - ...Private Wealth Advisor The Private Wealth Advisor provides world... ..., AZ San Francisco, CA Seattle, WA Washington DC (Metro... ...manner based on the financial planning philosophy and biblical... ...Advisor. Certifications, Licenses and Registrations: Certified...Work at officeLocal areaNight shift
Blue Trust
Seattle, WA1 day ago $82k - $95k
...Description Job Description Paraplanner Paragon Wealth Advisors | Seattle, WA | In-Office Support advisors... ...through meaningful financial planning and exceptional execution. Paragon... ..., detail-oriented, and licensed Paraplanner to join our team. This...Private practiceWork at officeImmediate startHome officeJambalaya Group
Seattle, WAa month ago- ...Wealth Advisor LPL Financial collaborates with banks to provide... ...local bank branch located in Seattle, Lynnwood, Bellevue, Redmond,... ...) Must maintain Licenses and FINRA registrations: Active... ...insurance products and financial planning Core Competencies:...Work at officeLocal area
LPL Financial
Mountlake Terrace, WA1 day ago $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...
- ...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...
JCW Group
Bellevue, WA11 hours ago $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 weekUS Bank
Seattle, WA2 days ago- ...Associate Advisor Seattle, WA On-site 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...Full timeFor contractorsWork at office
International Search Consultants
Seattle, WA4 days ago - ...transform the finance industry together.As a Wealth Advisor within Schwab Wealth Advisory (... ...’s degreeActive FINRA Series 7 license(May be obtained with a 120-day condition... ...including creating and customizing financial plans and portfolios for clientsFive or more years...Full timeWork at office
The Charles Schwab Corporation
Bellevue, WA3 days ago $140k - $200k
...Job Title: Wealth Advisor Job Description A fast-growing wealth management firm in... ...wealth management across a broad range of planning considerations, including investment strategy... ...with clients. ~ An active Series 65 license. ~ Proficiency with financial software...Permanent employmentWork at officeMonday to FridayAston Carter
Bellevue, WA2 days ago- ...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...Full timeWork at office
Charles Schwab
Seattle, WA15 hours ago $25 - $38.46 per hour
...Seattle, WA Full time R-38501 Location: 9255 Rainier Avenue S - Seattle, Washington... ...on the entire client relationship with a plan-based approach to financial advice. As a... ...and capabilities within Key (required) Licenses and Certifications FINRA License S6...Hourly payFull timeWork experience placementImmediate startFlexible hoursDay shiftKey Bank
Seattle, WA3 days ago$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 officeMonday 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
$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- 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,...
$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...- ...Judson Group is proud to partner with a growing, multi-office wealth advisory practice serving high-net-worth individuals and families... ...they want to build while providing disciplined investment and planning guidance. The team works closely with clients and their outside...Work at officeRemote work
Judson Group
Bellevue, WA6 hours ago $80k
...About the job About the Company Seattle Corporate Search is recruiting a Financial... ...firm provides comprehensive financial planning and wealth management services with a strong... ...designation or appropriate securities licensing. ~ Candidates without a CFP should have...Full timeSeattle Corporate Search
Bellevue, WA2 days ago- ...primary role of the Associate Wealth Advisor is to provide... ...management/insurance and tax/estate planning and develop customized investment... ...65). Life & Health Insurance License or obtain Licenses in +/-120... ....SummaryLocation: Seattle, WA; Tukwila, WA; Bellevue, WAType...Full time
LPL Financial
Bellevue, WA2 days ago $116k - $216k
Location:1301 5th Avenue, Seattle WashingtonJob SummaryThe Estate Planning Advisor provides comprehensive estate planning... ..., asset protection, and wealth transfer strategies, ensuring clients... ...high-net-worth clients (required)Licenses and CertificationsCertified Financial...Full timeWork at officeFlexible hoursNight shiftKeyBank
Seattle, WA2 days ago- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide.... ...successful RIAs in the country. We bring together holistic financial planning, access to institutional quality investments, life and legacy...
Beacon Pointe
Seattle, WA2 days ago - ...What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside... ...and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling...Full timeFlexible hours
Bernstein Private Wealth Management
Seattle, WA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Paraplanner — Wealth Planning in Seattle. Be the first to apply!
Related searches