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
- ...Jones seeks a senior wealth planning professional... ...serve as the primary client contact and lead strategic... ...coordinate with Lead Advisors, review portfolios, and... ...CNA, SAA, and VFA for high‑net‑worth clients. The role... ...advanced certifications (CFP/CPA/CFA/JD), and strong...High net worth
- ...Group in Bellevue, WA is seeking a junior Financial Advisor to build a book of high-net-worth clients and manage ongoing relationships. The role includes collaborating... ...plans, with a path to advance within a holistic wealth-management focused practice. Ideal candidate has...High net worth
- HSBC seeks a Wealth Relationship Manager to build and manage a portfolio of high-value clients, delivering wealth planning solutions and investment products. The role involves identifying opportunities, expanding wallet share, and maintaining strong relationships across...High net worth
- Charles Schwab is hiring a Wealth Advisor to join Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals. This role emphasizes on-site collaboration and in-depth...High net worth
- ...Planner in Bellevue, WA. This role focuses on providing high-quality financial planning advice and nurturing client relationships. Key responsibilities include... ...The ideal candidate holds a Bachelor's degree and CFP® certification, with proficiency in financial planning...High net worth
- UBS in the United States seeks a Senior Wealth Management Banker in Bellevue, WA to join the Banking Field Engagement Team and solve client needs through trusted advisor relationships. You’ll engage Financial Advisors, branch staff and clients to deliver banking solutions...High net worth
- 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
- ...long relationships with clients through a commonsense... ...delivering a thoughtful, high‑quality planning... ...closely with relationship advisors and other team members... ...communication to high‑net‑worth individuals and families... ...Bachelor’s degree and CFP® certification required...High net worthFull timeWork at office
- ...Our client is a growing registered investment advisory... ...add a Private Client Advisor to manage and grow... ...and manage a book of high-net-worth client relationships Lead... ...around investments and wealth management... ...Series 65 or 66 license CFP, CFA, or CPWA designation...High net worthWork at office
- ...Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm... ...coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and extensive experience in financial...High net worth
- ...Associate to support a Lead Financial Planner. You will prepare for client meetings, gather data, and help with Investment Policy... ...client relationships. Required FINRA Series 7 and 66, a BA/BS, CFP or equivalent, and strong analytical skills. #J-18808-Ljbffr ExpertHiringHigh net worth
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...long-term relationships with clients. The role partners closely with high-net-worth individuals and families to... ...planning experience preferred ~ CFP®, CFA, or other professional designations...High net worth
- ...Description Associate Advisor Greater Seattle... ...delivering customized wealth management and investment... ...advisory solutions to ultra-high-net-worth individuals, business... ...families. Our client is seeking an Associate... .... ~ Progress toward CFP®, CFA®, CIMA®, CAIA®,...High net worthFor contractorsWork at office
- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing... ...with an established client base to transition into a high-caliber firm that offers... ...specializes in advising ultra-high-net-worth individuals, families,... ..., and leadership skills. CFP, CFA, JD, or other...High net worthWork at office
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Seattle, WAtime type... ...Be a problem solver, trusted advisor, and partner to the people and... ...and Key.**Education*** High School Diploma , GED, or equivalent... ...strong relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shift$96.6k - $155.7k
...At Corient, we help high- and ultra-high-net-worth individuals and families... ...to preserve their wealth for future generations... ...Support Wealth Advisor in delivering exceptional services to clients, with the potential to... ...years' experience ~ CFP, CFA, CPA, JD, or MBA...High net worthPermanent employmentTemporary workWork at officeFlexible hours$125k - $200k
...growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families... ...them to preserve their wealth for future generations... ...Collaborate with lead advisors to manage the client service experience, oversee... ...or a similar role. CFP or CFA required. Proficiency...High net worthPermanent employmentTemporary workWork at officeFlexible hours- ...J.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 will manage client relationships, deliver personalized investment solutions, and support clients in achieving their...
$125.4k - $181.88k
...freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by... ...fingerprinting required What will set you apart CFP strongly preferred Exceptional at delivering...High net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$225k - $365k
...legal firm in Washington is seeking a Junior to Mid-Level Private Client Services Associate. This role involves handling trusts and... ...matters, including estate structuring and charitable giving for high-net-worth individuals. Candidates should have 2-5 years of relevant...High net worth- JCW Group in Bellevue, WA, is seeking a Private Client Advisor to build and grow relationships with high-net-worth clients. The role offers significant autonomy, a warm... .... You will lead conversations on investments and wealth planning, guiding clients through complex needs...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
- ...Renton, WA is seeking an experienced Private Client Account Manager to deliver premier... ...clients in personal lines. You’ll manage high-net-worth portfolios, advise on coverage options, and collaborate with Private Client Advisors and carriers to grow relationships. Ideal...High net worth
$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to enhance client relationships and deliver exceptional service. The ideal candidate will manage ultra-high net worth clients, collaborate with advisors, and oversee asset movements. Qualified applicants...High net worth- JCW Group in the Seattle area is seeking a Junior Wealth Advisor to support client service and begin developing their own book of business. This role... ...bachelor's degree and a Series 65 or willingness to obtain it. CFP is a plus, as is prior wealth management experience and...
- ...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...
- J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients and families. The role requires a minimum of two years as a Financial Advisor and expertise in delivering personalized investment...
- 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...
- JPMorgan Chase & Co. in the United States is recruiting a Private Client Advisor within Chase Wealth Management. You will offer comprehensive financial planning and investment advice to individuals and families, leveraging leadership and relationships to deliver tailored...
- HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients. You will assess needs and recommend banking, investment and insurance solutions while growing wallet share. The role emphasizes client relationships, compliance, and collaboration...High net worth
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