Senior Financial Consultant, Wealth Management
Charles Schwab Corporation
Charles Schwab Corporation in Seattle is seeking a Financial Consultant to provide wealth management guidance to existing Schwab clients and grow a holistic practice through client asset consolidation, networking, and referrals. Candidates should have active FINRA Series 7 with ongoing pursuit of Series 66 (63/65) and Life & Health Insurance licenses. The role emphasizes relationship-building, collaboration, and long-term client outcomes. #J-18808-Ljbffr Charles Schwab Corporation
$180.27k - $220.33k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to... ...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas...SeniorFull timeWork experience placementLocal area- U.S. Bank in Seattle seeks an accomplished wealth management leader to retain and grow medium to large high net worth client relationships... ...management, the NMLS registration considerations, and the ability to advise on complex financial strategies. #J-18808-Ljbffr Us BankSenior
- 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 estate planning to frame and retain relationships. A team of specialists supports these efforts...Senior
- ...planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts,... ...in estate planning, fiduciary matters, and client relationship management, with a focus on preserving legacies and minimizing taxes. #J-...Senior
- U.S. Bank in Bellevue, WA seeks a senior wealth management executive to lead retention and growth of high net worth client relationships. You... ...around each client to meet complex needs and deliver expert financial counsel. The ideal candidate has 10+ years in high net...Senior
- Highland Private Wealth Management is seeking an advisor to build and manage a personal book of business in a Bellevue or Ellensburg-based role with some remote flexibility based on experience and client base. You will engage clients, develop strategies, and collaborate...SeniorRemote work
- Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to... ...net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships. This...Senior
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement... ...potential of $200K-$250K+. You'll engage in sophisticated financial conversations without cold calling, focusing on building...SeniorRemote job- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to... ...fiduciary, fee-based guidance and tailored financial planning for complex portfolios. The... ...colleagues, and partnering with senior advisors to deliver comprehensive investment...Senior
- ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage... ..., deliver holistic financial planning, and provide tailored... ...Coachability: Demonstrates a senior learning mindset by seeking input...SeniorFull timeWork at office
- ..., WA is hiring for a role focused on delivering comprehensive financial guidance and customized strategies to help clients reach their... ...compliance and licensing requirements. The role requires strong client management, advisory skills, and communication. #J-18808-Ljbffr ghrSenior
- Empirical Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm dedicated to providing coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and...Senior
- ...this role to work on site in the specified location. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining... ...of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications...SeniorWork at office
- ...with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure. In this role you will work with attorneys, accountants, and financial advisors, staying updated on estate laws and fiduciary requirements. #J-18808-Ljbffr KeyCorpSenior
$130.6k - $135.7k
Company DescriptionSia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and... ...or business needs. SummaryType: Full-timeFunction: ConsultingExperience level: Mid-Senior LevelIndustry: Management ConsultingSeniorWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week- A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized... ...with client objectives and contributing to the firm's growth. #J-18808-Ljbffr International Search ConsultantsSenior
- Charles Schwab is seeking a Senior Regional Manager to coach a team of 10-12 Wealth Advisors and Associate Wealth Advisors. You will guide client interactions... ...bachelor’s degree, and FINRA licenses (7, 66, 9/10) with 5+ years in financial services #J-18808-Ljbffr Charles SchwabSeniorWork at office
- ...Senior Wealth Advisor Seattle, WA Overview National RIA seeks a VP Advisor to join its Seattle office. The... ...clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement...SeniorFull timeWork at office
- ...Group is proud to partner with a growing, multi-office wealth advisory practice serving high-net-worth individuals... .... The firm takes a holistic approach to wealth management, helping clients connect their financial decisions to the life they want to build while providing...Work at officeRemote work
- ...Family Wealth Advisor Seattle, WA Our client is a rapidly growing Registered Investment... ...Responsibilities: Serve as a project manager for assigned clients, driving the... ...Requirements Bachelor’s degree. Strong financial planning acumen with 3-5 years of...Full timeTemporary workWork at office
$110.7k - $218.3k
...their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design... ...role fits professionals across core financial accounting, procure-to-pay, or order-to... ..., identifying business requirements, managing functional design, prototyping, and designing...SeniorLocal areaVisa sponsorship$131k - $185k
...convergence, and new site or expansion program management* Manufacturing: Plant and site... ...delivering supply chain and/or M&A projects in a consulting environment* Track record of managing... ...The targeted base salary pay range for Senior Consultant in Silicon Valley and San...SeniorTemporary workLocal area- ...transform the finance industry together.As a Wealth Advisor within Schwab Wealth Advisory (... ..., bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you... ..., including creating and customizing financial plans and portfolios for clientsFive or...Full timeWork at office
$92.5k - $124.3k
Lead Clean Energy Development Across the Pacific NorthwestERM is seeking a Managing Consultant, Renewable Energy, Project Management, Senior Biologist to join our team in Portland, Oregon or Seattle, Washington. In this impactful role, you will lead complex renewable energy...SeniorFull timeFixed term contractFor subcontractorCasual workLocal areaFlexible hours$105.4k - $207.8k
...ever-changing threat landscape. Through powerful solutions and managed services that simplify complexity, we enable our clients to operate... ...Recruiting for this role ends on 12/31/2026.Work you'll doAs a Senior Engineering Management Specialist on the Deloitte Cyber...SeniorLocal areaVisa sponsorship$84.06k - $136.4k
...Opportunity with McKinstry:We are currently seeking a Senior Facility Operations Consultant - Product Warranty Management to join our team as a member of our Technical... ..., in addition to a full range of medical, financial, and/or other benefits, dependent on the position...SeniorFor subcontractorRemote workVisa sponsorship- ...Advisor Seattle, WA On-site ISC's Financial Services Recruiting Team is partnering... ...specializes in delivering customized wealth management and investment advisory solutions to ultra... .... Working alongside Advisors and Senior Advisors, this individual will play a key...Full timeFor contractorsWork at office
- ...clients through thoughtful, personalized investment management and financial planning. They're looking for a Junior Wealth Advisor to support client service and begin... ...and valued. Key Responsibilities Support senior advisors in servicing an established client base...Full timeWork at office
- Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients...Senior
$120k - $220k
...6-154180 | 1448 NW Market Street - 1448 NW Market Street Seattle, Washington 98107 United States | Full-time As a Senior Consultant within our Management Consulting practice, you will be leading streams within project teams, defining, planning, and implementing innovative...SeniorFull timeWork experience placementInternshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant, Wealth Management. Be the first to apply!
- estate planning consultant Seattle, WA
- oracle cloud financials consultant Seattle, WA
- associate leveraged finance Seattle, WA
- project finance associate Seattle, WA
- financial planner cfp Seattle, WA
- private wealth advisor Seattle, WA
- financial consultant Seattle, WA
- financial advisor training program Seattle, WA
- patient financial counselor Seattle, WA
- oracle financial functional consultant Seattle, WA


