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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the CFP Wealth Advisor for High-Net-Worth Clients in Seattle, WA vacancy
- 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
$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$177k - $300k
...how we deliver for our clients, teammates, communities... ...specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth... ...desiredJD, CPA, or CFP desiredLLM, MST, MBA (or...High net worthFull timeWork experience placementLocal areaWork from homeShift workDay shift- 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
- ...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
International Search Consultants
Seattle, WA19 days ago $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 shiftKeyCorp
Seattle, WA5 days ago$150k - $200k
...Job Description Senior Wealth Advisor Asset One Wealth Management... ...Advisor to serve affluent, high-net-worth, and ultra-high-net-worth individuals... ...will step into established client relationships and work... ...Series 65 license ~ CFP® certification preferred ~...High net worthWork at officeAsset One Wealth Management
Bellevue, WA3 days ago- JPMorgan Chase & Co. seeks a Private Client Relationship Manager in Bellevue to nurture high-net-worth client relationships and deliver bespoke planning solutions. You will work across JPMorgan Chase teams to expand your book of business, meeting clients to understand goals...High net worth
- 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
- 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...
- 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...
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance... ...opportunities, and collaborating with high net worth clients. The ideal candidate will have...High net worth- Leah Yosef International, a fully independent ESG-focused fee-only RIA in Bellevue, seeks a Wealth Advisor with CFP credentials to manage client relationships and deliver comprehensive financial planning and asset management in collaboration with the Founding Partner of...
$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- ...more exclusive features. Our Client is looking for talented Financial Advisors just like you! With your extraordinary... ...as you guide them through wealth management and retirement... ...months of hire Experience with High Net Worth clients A CFP is preferred; if you don’t already...High net worthFull time
- Citi is seeking a seasoned Sr. Analyst for Wealth Relationship Management (Branch) in... ...on deepening relationships with affluent clients, delivering holistic financial planning,... ...FINRA registrations. The role emphasizes high-touch client service, risk awareness, and...
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting client relationships and guiding clients...
- A major financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role entails building relationships, delivering personalized investment solutions, and educating clients on financial markets and technology...
$100k - $250k
...focused Financial Advisors to join our fast-growing... ...providing a very high level of... ...service to their clients. Our Financial Advisors... ...proficient with advanced Wealth Management... ...target market is high-net-worth Individuals with... ...year degree and the CFP designation 7+...High net worth$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$125k - $175k
...Client Advisor Company: Bessemer Trust Job Details Posted: 01-Jun-26 Location... ...,000 - $175,000 Categories: Wealth Management Sector: Private... ...service Bessemer's ultra‑high net worth clients. The Client Advisor... ...School or equivalent. CTFA, CFP or CFA is a plus. Ideally, proficient...High net worthFull timeWork at officeRemote workFPA of Charlotte
Seattle, WA3 days ago$125k - $150k
...truly matters to our clients. With a 26-year... ...are an independent wealth and asset... ...dedicated to delivering a highly personalized experience... ..., and experienced Advisors. We offer... ...Responsibilities Secure high‑net‑worth clients from... ...Degree or higher. CFP or industry...High net worthSummer work- JPMorgan Chase in Seattle, WA is seeking a Private Client Banker to manage the full banking relationship for affluent clients and other customers. You will drive growth by referrals, coordinate with Specialists, and promote convenient self-service access while ensuring...
- ...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
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a... ...investment strategy needs of high-net-worth individuals and family... ...elevate the client and advisor experience and create... ...in obtaining a CFP designation ~ Addepar...High net worthTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA5 days ago- At JPMorgan Private Client, we are devoted to providing distinguished experiences that... ...Private Client, you will nurture and develop high-net-worth client relationships by earning their... ...the vast financial possibilities their wealth affords, leveraging the formidable capabilities...High net worthTemporary workWork at officeImmediate start
- ...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 worth
JCW Group
Seattle, WA4 days ago $140k - $200k
...providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their... ...removed from the wealth creators. Our corporate... ...agents, and professional advisors. Participate with the... ...- CTFA, CFP, CFA, CPA preferred not...High net worthWork at office$88k - $150k
Parcion Private Wealth is a nationally recognized multi... .... We serve ultra-high net worth founders, entrepreneurs... ...an experienced Family Advisor to join our advisory team... ...a trusted partner to clients, supporting them... ...required to apply) Holds a CFP®, CFA®, CIMA®, or...High net worthFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CFP Wealth Advisor for High-Net-Worth Clients. Be the first to apply!
Related searches
- finance associate Seattle, WA
- financial counselor Seattle, WA
- associate corporate finance Seattle, WA
- private wealth advisor Seattle, WA
- financial consultant Seattle, WA
- estate planning consultant Seattle, WA
- financial planning assistant Seattle, WA
- financial planner Seattle, WA
- senior wealth advisor Seattle, WA
- financial advisor associate Seattle, WA