CFP Wealth Advisor for High-Net-Worth Clients
$100k - $250kEmpirical Wealth Management
Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join our fast-growing firm. Candidates should be dedicated to growing a practice while providing high-quality advice and service to clients. The ideal candidate will have a four-year degree, CFP designation, and at least 7 years in financial planning. This role entails onboarding clients and assisting in the implementation of financial plans with an emphasis on tax reduction. Competitive salary ranging from $100,000 to $250,000, with benefits fully paid for by the company. #J-18808-Ljbffr Empirical Wealth Management
- U.S. Bank in Bellevue, WA seeks a senior wealth management executive to lead retention and growth of high net worth client relationships. You will build a team of banking, trust... ...and business development skills, and a CFA/CFP is preferred. #J-18808-Ljbffr U.S. BankHigh net worth
- ...based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a... ...a client-centric approach to wealth planning. CFP/CFA/CPWA is a plus; experience with 401(k) plans...High net worthRemote jobFlexible hours
- Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive financial planning to high‑net‑worth clients. You will review portfolios, prepare CNA/SAA/VFA deliverables, and coordinate...High net worth
- ...a growing, multi-office wealth advisory practice serving high-net-worth individuals and families... ...the search for a Wealth Advisor . The firm takes a holistic... ...management, helping clients connect their financial decisions... ...degree required. \n ~ CFP, CFA, CPA, or JD...High net worthWork at officeRemote work
- ...Associate Advisor Seattle, WA On-site ISC's... ...delivering customized wealth management and investment... ...solutions to ultra-high-net-worth individuals, business... ...generational families. Our client is seeking an... .... ~ Progress toward CFP®, CFA®, CIMA®, CAIA®,...High net worthFull timeFor contractorsWork at office
$157.23k - $192.17k
...DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... .... The Private Wealth Advisor (PWA) is responsible... ...experience interacting with High and Ultra High Net Worth clientsPreferred Skills... ...such as CFA or CFP is preferredThis role is...High net worthFull timeWork experience placementLocal area3 days per week- ...Management in Seattle seeks experienced Advisors to join a growth-focused wealth advisory practice. You will help secure high-net-worth clients, deliver sophisticated investment analysis... ...review meetings to align goals. A CFP or S65, 5-15+ years in the field, and strong...High net worth
$25 - $38.46 per hour
...Private Client Banker Location: 9255 Rainier Avenue S - Seattle... ...Be a problem solver, trusted advisor, and partner to the people and... ...and Key. Education High School Diploma, GED, or equivalent... ...relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementImmediate startDay shift- Clark Nuber PS seeks a Tax Manager to join its Private Client Services team in Bellevue, WA. You will design and execute tax strategies for high-net-worth individuals, family offices, and related entities, building lasting client relationships and guiding tax planning and...High net worthWork at office
- ...Group is seeking an experienced Financial Advisor to join our independent wealth-management team in Washington. You will guide clients through comprehensive planning, retirement... ...and a collaborative, small-team environment. CFP with Series 7/66 or equivalent, and a commitment...
- JPMorgan Chase in Bellevue, WA seeks an experienced Private Client Relationship Manager to lead high-net-worth client engagements and develop a bespoke financial planning approach. You will build long-term banking and lending relationships, present the value proposition...High net worth
- JPMorgan Chase’s Private Client division seeks a Relationship Manager to cultivate high-net-worth client relationships, understand goals, and offer bespoke solutions with tailored planning. You will expand the client base by sourcing new relationships, collaborating across...High net worth
- Ashurst Perkins Coie LLP is seeking a senior attorney to lead trust and estate planning and administration for high-net-worth clients, with a focus on sophisticated tax planning and controversy avoidance. You will advise on complex estate matters, and represent clients...High net worth
- JPMorgan Chase & Co. in Bellevue, WA seeks an experienced Private Client Relationship Manager to nurture high-net-worth client relationships, understand their goals, and offer bespoke financial solutions. This role emphasizes trusted advice, cross‑line collaboration, and...High net worth
- JPMorgan Private Client in the United States seeks an experienced Relationship Manager to grow high-net-worth client relationships through bespoke financial planning and advisory... ...and a proven track record in complex wealth management. #J-18808-Ljbffr Next Frontier...High net worth
- Tax Partner - PCS / Private Client Services Level: Partner Practice: Private Client Services (PCS) / Tax A leading national CPA and... ...established tax professional with strong experience advising high-net-worth individuals, families, business owners and privately held companies...High net worthPrivate practice
- J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs. A successful candidate should have...
$116k - $216k
...SummaryThe Estate Planning Advisor provides comprehensive... ...planning solutions for high-net-worth individuals and families... ..., asset protection, and wealth transfer strategies, ensuring clients preserve their legacies... ...CertificationsCertified Financial Planner (CFP) (preferred)Licensed...High net worthFull timeWork at officeFlexible hoursNight 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,...High net worth
- ...What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth... ...substantial, enduring practices around client segments for which they feel... ...Intellectual Curiosity High Emotional Quotient ("EQ")... ...Wealth Management advises high-net-worth clients on planning for—and...High net worthFull timeFlexible hours
- Bernstein Private Wealth Management seeks a Wealth Advisor to serve high-net-worth clients, understand values and goals, and connect clients with planning and investing resources. You will build enduring practices around client segments you care about and act as a trusted...High net worth
- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will use your knowledge of investments, banking... ...and the ability to manage complex strategies for High Net Worth clients. #J-18808-Ljbffr U.S. BankHigh net worth
- 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 analyze client financials, tailor investment strategies, and work within a team to deliver customized...High net worth
$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted... ...s Private Client Services group advises high-net-worth individuals, family offices, and closely... ...team operates at the intersection of wealth management, business strategy, and family...High net worthPrivate practice$129k - $238k
...maintain, and build relationships with high-net-worth clients. Manages client relationships, monitors... ...solutions across investments, trust and wealth transfer, credit, deposit and other... ...advanced investment management skills.CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS...High net worthFull timeImmediate start- ...ABOUT APELLA Apella Wealth is an employee-owned,... ...develop world-class, client-relevant capabilities.... ...point of contact for High Net Worth (HNW) and Ultra High Net... ...with one or more Apella Advisors. This role reports... ...team led by seasoned CFP® practitioners and client...High net worthFull timeTemporary workWork at officeRemote workFlexible hoursShift work
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by... ...company and how we deliver for our clients, teammates, communities, and... ...business owners and higher net worth clients alike. You'll be able... ...Certified Financial Planner (CFP) and/or Chartered Retirement Planning...High net worthWork at officeImmediate startShift workDay shift- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support... ...years of client service experience within an RIA, wealth management, or financial services firm ~...High net worthFull time
$116k - $216k
...dedicated to serving our clients' financial needs... ...as the primary client advisor, developing and implementing... ...for serving high net worth clients in their existing... ...knowledge of financial wealth management services and... ...Certified Financial Planner (CFP) (preferred)Certified...High net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to high-net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships...High net worth
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