Senior Wealth Advisor - Lead Client Impact (Hybrid)
Charles Schwab
Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team members. The ideal candidate will possess a CFP® or CFA® designation, a Bachelor’s degree, and relevant FINRA licenses. Schwab offers a culture of collaboration, along with a comprehensive benefits package that supports both personal and professional growth. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Lead Client Impact (Hybrid) in Bellevue, WA vacancy
$150k - $185k
...accounting firm in Seattle, WA is seeking a Tax Senior Manager to lead complex tax engagements and mentor staff.... ...oversee tax return preparations, enhance client relations, and contribute to business growth. The position offers a hybrid work arrangement, competitive salary of $...Senior- A leading actuarial firm in Seattle seeks an SVP Actuarial Advisor to serve as a strategic partner to brokers and clients. In this hybrid role, you will independently propose actuarial services, modify complex models, and lead a team in building pricing strategies. The...Senior
$120k - $165k
...join a well-established public accounting firm in Seattle. The role offers hybrid or in-office opportunities, a competitive salary of $120,000 – $165,000, and a chance to mentor staff while leading complex engagements. The ideal candidate will possess an active CPA...SeniorWork at officeSolid Rock Recruiting LLC
Seattle, WA3 days ago- WSP is seeking a Senior Environmental Planner to join... ...Northwest Environmental Impact Assessment and... ...position offers remote or hybrid work out of Seattle, Redmond... ...offices. This role involves leading environmental... ...NEPA, SEPA, and manage client interactions. WSP provides...SeniorRemote job
$80k - $105k
...Architect license. Responsibilities include managing design projects, client communication, and ensuring adherence to project budgets and... ...000 to $105,000, and the role may require travel and overtime. The position offers a hybrid work model. #J-18808-Ljbffr HOK Group, Inc.Senior- ...A leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional...Senior
Beacon Pointe
Bellevue, WA5 days ago $100k - $125k
A well-established client is seeking an experienced Senior Accounting Manager to oversee daily accounting operations, including financial reporting, compliance... ...financial statements, and supervising staff. This hybrid role is based in Bellevue, offering a salary range of $...SeniorWork at office$80k - $100k
...support financial planning and tax preparation. This role involves working closely with lead advisors, utilizing tools like eMoney and Holistiplan to build client financial plans. A hybrid schedule is offered, with in-office work Tuesday to Thursday and remote work options...Work at officeRemote workMonday to Friday- ...A leading thrift operator in Bellevue, WA, is seeking a Human Resources manager to oversee benefit and retirement programs across the... ...skills, and the ability to solve complex business needs. This hybrid remote position requires proficiency in Excel and experience with...SeniorRemote work
Savers
Bellevue, WA4 days ago - ...A leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong technical expertise and leadership skills to guide both clients and teams. The ideal candidate has 8–10 years...Senior
The Agency Recruiting
Bellevue, WA4 days ago - A leading commercial real estate firm in Seattle is seeking a Senior Valuation Specialist to execute valuation assignments. You will... ...market research for various clients. The ideal candidate has 3-5 years... ...and communication skills. This hybrid role offers a commission-based...Senior
$130k - $200k
...experienced Natural Gas Power Permitting Senior Project Manager. Candidates will focus on developing client relationships and leading project teams for gas-fired power plant projects... ...Tech’s Energy Practice. This full-time, hybrid position requires a strong technical...SeniorRemote jobFull time- ...Llc is looking for an SVP Actuarial Advisor in Seattle, Washington. This role... ...a strategic partner to brokers and clients, delivering solutions, and leading teams in complex actuarial analysis... ...industry experience. The role offers a hybrid work model with opportunities for...Senior
- JPMorgan Chase is looking for a Senior Home Lending Advisor in Seattle, Washington. This role involves... ...promote financial products and guide clients toward homeownership. The ideal candidate... ...offers a unique opportunity to impact the business significantly while growing...SeniorLocal area
- A leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong technical expertise and leadership skills to guide both clients and teams. The ideal candidate has 8-10 years...Senior
- ...A leading engineering consultancy is seeking a Senior Structural Engineer in Redmond, WA, to manage projects and client relationships for hydroelectric and water resource projects. Candidates... ...is required. This role offers a hybrid work environment and competitive benefits...Senior
Kleinschmidt Group
Redmond, WA3 days ago - ...cybersecurity consultancy is looking for a Senior Cybersecurity Analyst (SOC) to lead their SOC services. This role... ...mentoring junior analysts within a hybrid working environment. Candidates... ...contributing to the safety of diverse clients across the US. #J-18808-Ljbffr S-RM...SeniorRemote job
$95k - $114.4k
Senior Accountant Location: Tukwila / Hybrid Salary Range: $95,000 - $114,400 Our client is seeking a skilled and detail-oriented Senior Accountant... ...Senior Accountant Role Lead month-end close activities,... ...to take ownership of impactful projects, and values contributions...Senior$80k - $90k
Archer Lewis Services is seeking a qualified candidate to lead business accounting engagements. This role involves providing quality service, advising clients, and ensuring compliance with GAAP and tax regulations. Ideal candidates should have over 5 years of progressive...SeniorFlexible hours- ...HOK Group, Inc. is seeking a Senior Project Manager in Seattle, WA. This individual will lead project teams, assist in project... ...ensure effective communication with clients throughout the project... ...licensed architect. The role offers a hybrid work environment and...Senior
HOK Group, Inc.
Seattle, WA4 days ago $135k - $200k
A leading professional services firm located in Bellevue, WA is seeking an experienced individual... .... The ideal candidate will manage client relationships, provide strategic insights... ...salary range of $135,000 to $200,000 and includes hybrid work options. #J-18808-Ljbffr CBIZSenior- Charles Schwab is looking for a Sr. Manager, Wealth Advisor to provide clients with exceptional advisory services. In this role, you will be part of a dedicated team focused on personal relationships and specialized service, using a range of investment products to meet...Senior
$80k - $115k
Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting... ...investment strategies. This role involves leading client engagements, executing sophisticated... ...ideal candidate will have over 5 years of wealth management experience and a bachelor's degree...Senior- Landau Associates in Seattle is seeking a senior-level Environmental, Civil, or Chemical... ...involves compliance, project management, and client engagement within a collaborative... ...is required. The role offers a flexible hybrid work schedule and an excellent compensation...SeniorFlexible hours
- ...Financial Services, Inc. in Tukwila, WA is seeking a Financial Advisor to partner with clients in financial planning and analysis. Candidates should... ...and a relevant bachelor's degree. The position offers a hybrid work model, excellent benefits including fully funded...Senior
130 Raymond James Financial Services, Inc.
Tukwila, WA14 hours ago $40 - $51 per hour
...firm in Kirkland, Washington is seeking a Senior Associate for Client Accounting & Advisory Services. In this full-time role, you'll lead complex client engagements, manage... .... The position offers flexibility with a hybrid work schedule, comprehensive benefits, and...SeniorHourly payFull timeSweeney Conrad
Kirkland, WA3 days ago- ...involves developing algorithms, collaborating with clients, and mentoring junior team members. The firm offers a hybrid working model, combining onsite and remote work, plus opportunities for professional growth and engagement in impactful projects. #J-18808-Ljbffr...SeniorRemote work
ZS Associates
Bellevue, WA3 days ago - ...empowered to make an impact on your career. Here,... ...together. As a Sr. Manager, Wealth Advisor within Schwab Wealth... ...solution, providing clients with a personal relationship... ..., including industry leading advisors. You'll also... ...a lasting impact. Our Hybrid Work and Flexibility (...SeniorWork at office
Charles Schwab Careers
Bellevue, WA3 days ago - EY is seeking an Organizational Design Senior in Seattle to oversee workforce strategies... ...projects. This role involves collaborating with clients and internal teams to implement... ...inclusive collaboration. The position offers a hybrid work model and a competitive salary range...Senior
- ...their team in Mercer Island, WA. In this full-time role, you'll be involved in financial plan development, portfolio management, and client meetings. Your expertise will directly support the firm's financial planning process and ensure clients receive exceptional service...Full timeWork at office
MassMutual
Mercer Island, WA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Lead Client Impact (Hybrid). Be the first to apply!
Related searches
- senior financial advisor Bellevue, WA
- financial planning assistant Bellevue, WA
- senior wealth advisor Bellevue, WA
- financial consultant Bellevue, WA
- financial advisor associate Bellevue, WA
- financial planning associate Bellevue, WA
- jde finance consultant Bellevue, WA
- financial associate Bellevue, WA
- financial planner Bellevue, WA
- financial advisor Bellevue, WA