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
- ...exemplary service and financial planning to high-net-worth clients. This full-time position emphasizes... ...financial plans, supporting advisors, and ensuring consistency in client experiences... ...candidates will have a Bachelor’s degree, CFP® certification, and a collaborative...High net worthFull time
- ...seeking experienced Senior Wealth Advisors to join their team in various... ...comprehensive financial strategies to high-net-worth individuals. Wealth Advisors... ...a proven track record in client acquisition, along with... ...certifications such as CFP® or CFA. Candidates will collaborate...High net worth
$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to manage relationships with ultra-high net worth clients. In this role, you will be responsible for onboarding clients, ensuring investment objectives are achieved, and executing trading transactions....High net worth- A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients on various financial matters, including investments and estate planning. Candidates should have at least...High net worthWork at officeFlexible hours
- Atrium Staffing is seeking a Client Advisor for their Seattle office to support high-net-worth clients. This role entails managing client relationships and ensuring clients receive thorough guidance and service. The ideal candidate possesses a Bachelor's degree, strong...High net worthWork at office
$100k
...Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage... ...business remotely and present wealth management solutions to high-net-worth clients. This position requires... ...market investors, a current Investment Advisor Representative designation, and a...High net worthRemote job- U.S. Bank in Bellevue seeks a seasoned professional for a wealth management role focused on high net worth clients. The ideal candidate will lead a team to build tailored solutions, utilizing deep industry knowledge to enhance client relationships. Requirements include...High net worth
- Boutique Recruiting is seeking an Advisor in Bellevue, WA, to drive impact in wealth management. This role involves building and managing a client portfolio of high-net-worth individuals. The ideal candidate will have over 5 years of experience, a Series 65 certification...High net worth
- ...for an experienced individual to manage relationships with high net worth clients. This role involves leading a team to deliver financial advice... ...clients' needs. The ideal candidate will have significant wealth management experience and a strong background in financial services...High net worth
$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...High net worth- Atrium is seeking an Associate Client Advisor to manage relationships with high-net-worth clients. This role involves providing exceptional service and assisting in the delivery of wealth management solutions. Candidates should have 2-3 years of experience in financial...High net worthWork at office
- Bessemer Trust is seeking an Associate Client Advisor in Seattle, WA, to enhance client service for ultra-high net worth clients. The role involves managing client accounts, developing relationships, and coordinating services across departments. The ideal candidate will...High net worthRemote job
- RadNet, Inc. is seeking an Associate Client Advisor in Seattle to manage client relationships and support ultra-high net worth clients. The role involves proactive communication, account management, and liaising with various service areas, including financial planning and...High net worthWork at office
- ...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... ...Financial planning experience preferred CFP®, CFA, or other professional...High net worth
- JPMorgan Chase Bank, N.A. seeks a Private Client Advisor in Seattle to provide comprehensive financial planning and investment solutions. The... ...a commitment to goals-based planning. A Bachelor's degree and CFP certification are preferred. #J-18808-Ljbffr JPMorgan Chase...
- ...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 Advisor Greater Seattle Area 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 worthFor contractorsWork at office
$148.5k - $174.7k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives... ...interacting with High and Ultra High Net Worth clients. Preferred Skills/Experience... ...designation such as CFA or CFP is preferred. This role...High net worthTemporary workWork experience placement3 days per week$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$148.5k - $174.7k
...Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... .... The Private Wealth Advisor (PWA) is responsible... ...interacting with High and Ultra High Net Worth clients Preferred Skills... ...designation such as CFA or CFP is preferred This...High net worthTemporary workWork experience placementLocal area3 days per week$96.6k - $122k
...Wealth Advisor Assistant Join a team that values your ambition... ...growth At Corient, we help high- and ultra-high-net-worth individuals and families... ...delivering exceptional services to clients, with the potential to... ...4-8 years' experience ~ CFP, CFA, CPA, JD, or MBA...High net worthPermanent employmentTemporary workWork at officeFlexible hours- ...Associate Vice President and Wealth Advisor About the Company... ...careers within a sophisticated, client-first advisory platform. The... ...comprehensive financial advice to high-net-worth and ultra-high-net-worth... ...service or financial planning. A CFP® certification or coursework...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$75k - $83k
...Permanent Join a collaborative wealth management team where you'... ...closely with experienced advisors, build long-term client relationships, and play a... ...planning services to high-net-worth individuals. You'll... ...Bachelor's degree. CFP® certification or another...High net worthPermanent employmentFull time- JPMorgan Chase & Co. is seeking a Private Client Banker in Seattle, WA. In this role, you will be responsible for managing affluent... ...excellent communication skills, and the ability to work with high-net-worth individuals. This role requires adherence to regulatory requirements...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$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- ...is seeking an experienced AVP, Advisor in Seattle to leverage deep... ...The role involves supporting client engagements, executing planning... ...will have at least 3 years of wealth management experience, a bachelor... ...in a related field, and a CFP designation. Aon offers competitive...
- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of five...High net worth
$150k
...Client Overview: Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They... ...currently seeking a Client Advisor . Salary/Hourly Rate: $... ...or equivalent. CTFA, CFP, or CFA certification...High net worthHourly payWork at office
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