Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor - Client-Focused Portfolio Guidance

Charles Schwab

An established industry player is seeking a Wealth Advisor to join their dynamic team in Bellevue. This role empowers you to create personalized financial plans and manage complex portfolios for clients. You will be part of a collaborative environment that values innovative thought and creative problem-solving, allowing you to deepen your wealth management expertise while making a significant impact on clients' lives. With a commitment to professional growth and a supportive culture, this opportunity offers the chance to thrive in the finance industry and achieve your career aspirations. #J-18808-Ljbffr Charles Schwab

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor - Client-Focused Portfolio Guidance in Bellevue, WA vacancy
  • $105k - $135k

     ...Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top...  ...impactful financial strategies under senior guidance. In the first year, you will support client portfolios, attend meetings, and progressively take on more... 
    Suggested

    Cutler Investment Group

    Bellevue, WA
    1 day ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored financial planning for complex portfolios. The role requires on-site collaboration in Bellevue, WA, mentoring colleagues, and... 
    Suggested

    Charles Schwab

    Bellevue, WA
    5 days ago
  •  ...collaboration with Gesa Credit Union, invites you to join our employee advisor model as a Wealth Advisor serving a local branch. This on-site role focuses on delivering NDIPs and advisory solutions to the branch’s client base while building a trusted partnership with retail staff.... 
    Suggested
    Local area

    LPL Financial

    Seattle, WA
    2 days ago
  • Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive...  ...planning to high‑net‑worth clients. You will review portfolios, prepare CNA/SAA/VFA deliverables, and coordinate with Tax... 
    Suggested

    Brighton Jones

    Seattle, WA
    4 days ago
  • JPMorgan Chase & Co. in Seattle invites an experienced Private Client Advisor to deliver comprehensive financial planning and personalized...  ...manage a client book, partner with specialists, and provide guidance across markets, taxes, and risk. The role emphasizes integrity... 
    Suggested

    JPMorgan Chase & Co.

    Seattle, WA
    2 days ago
  •  ...build relationships, understand client needs, and deliver tailored...  ...see the direct impact of your guidance as families and communities gain...  ...transitioned into a full-time advisor role, building his career with...  ...approach and client-first focus, he was motivated by the opportunity... 
    Full time
    Internship
    Seasonal work
    Local area
    Flexible hours

    Northwestern Mutual - Puget Sound

    Bellevue, WA
    6 days ago
  •  ...) by handling all investment aspects and client investment inquiries on assigned accounts...  ...WMAS Investments’ style, philosophy, or portfolio construction to be approved by the Director...  ...regulations and WTB policies relating to wealth management.Compensation: Bellevue - $188,... 
    Full time
    Local area

    Washington Trust Bank

    Bellevue, WA
    2 days ago
  • The Financial Planning Advisor role at TIAA/Nuveen in Seattle...  ...with an Executive Wealth Management Advisor to identify clients’ financial goals, analyze...  ...defined objectives. With a focus on high-net-worth clients...  ...provide ongoing investment guidance, and ensure adherence to... 

    Nuveen

    Seattle, WA
    20 hours ago
  • Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads, reviewing... 

    Bank of America

    Bellevue, WA
    5 days ago
  •  ...Investments Team in Bellevue. You will handle all investment aspects and client inquiries on assigned accounts, acting as the primary contact...  ...deepen client relationships. The role requires 7-10 years of portfolio management experience, strong communication, and a solid grasp... 

    Watrust

    Bellevue, WA
    3 days ago
  • Bank of America in Seattle is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage products, banking services, and managed solutions. You will triage... 
    Relocation

    Bank of America

    Seattle, WA
    4 days ago
  • Bank of America seeks a client-focused financial advisor to plan short and long-term goals with brokerages, stocks, bonds, funds, and banking solutions. You will triage client needs, refer to internal partners, and mitigate risk daily while engaging new clients through... 
    Temporary work

    Bank of America

    Seattle, WA
    4 days ago
  • Sr. Portfolio Manager, Private Asset ManagementThe Sr. Portfolio Manager...  ...strategies for complex client relationships, bringing a deep...  ...reviews and guide long-term wealth planning conversations. Mentor...  ...equip our associates with future-focused skills and AI tools that... 
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Bellevue, WA
    1 day ago
  • $140k - $200k

     ...Job Title: Senior Wealth AdvisorJob Description The Senior Wealth Advisor role is a direct-hire opportunity...  ...through Friday, and focuses on serving as a primary...  ...of high-net-worth clients. The Senior Wealth Advisor...  ...investment strategy and portfolio discussions with... 
    Permanent employment
    Work at office
    Monday to Friday

    Aston Carter

    Bellevue, WA
    2 days ago
  • $100k - $145k

     ...performing commercial bank with an exclusive focus on the U.S. and Greater China markets....  ...and financial condition of borrowing clients and take necessary action to collect past...  ...and existing loan deals and quality of the portfolio, and developing problem loan credit solutions... 
    Full time

    East West Bank

    Bellevue, WA
    1 day ago
  • $105k - $135k

     ...term career helping clients meet their...  ...? As a Financial Advisor at Cutler Investment...  ...meetings with Senior Wealth Advisors and begin...  ...Advisors’ client portfolios while deepening knowledge...  ...under senior guidance. Attend social events...  ...at Cutler is team focused, where... 
    Work experience placement

    Cutler Investment Group

    Bellevue, WA
    1 day ago
  • $84k - $96k

     ...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our...  ...wealth advice based on each of our unique clients' goals and aspirations. The position...  ...of trading. Partner with the Portfolio Management team to approve and execute... 
    Work at office
    Remote work
    2 days per week

    SCS Financial

    Bellevue, WA
    2 days ago
  • $135.6k - $275k

     ...how we deliver for our clients, teammates, communities...  ...prospect goals to provide guidance and develop, implement...  ...manage investments. Portfolio Managers (PMs) can manage...  ...firm, most likely in a wealth management, private...  ...Customer and Client Focus Investment Management... 
    Work experience placement
    Shift work
    Day shift

    Bank of America

    Seattle, WA
    2 days ago
  •  ...Senior Lead Private Wealth Portfolio Manager to lead a regional...  ...Ultra High Net Worth clients. This leader will...  ...senior leadership and guidance across a regional...  ...managers, financial advisors, trust officers, and...  ...-performance culture focused on collaboration, accountability... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Seattle, WA
    1 day ago
  • 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... 

    TwinThread

    Mercer Island, WA
    4 days ago
  •  ...finance industry together. As a Wealth Advisor within Schwab Wealth...  ...solution. You will provide clients with a personal relationship...  ...help clients manage complex portfolios and achieve their goals. You...  ...driven, supportive culture, and focus on your development mean you... 

    CFA Institute

    Bellevue, WA
    2 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients...  ...client relationships. As a Private Client Advisor, you will focus on client acquisition, financial coaching, and leveraging... 

    Next Frontier Capital

    Seattle, WA
    3 days ago
  • Mechanics Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver holistic wealth management solutions at a Seattle‑area branch. This on-site role supports clients with brokerage, advisory, and insurance offerings and fosters referrals across the bank... 

    LPL Financial

    Bellevue, WA
    20 hours ago
  • $135.6k - $275k

    Portfolio Manager - High Net Worth Client Manager Responsible Growth and an inclusive workplace...  ...goals to provide guidance and develop, implement and...  ...services firm, preferably in wealth management, private banking...  ..., customer and client focus Investment management Presentation... 
    Day shift

    Bank of America

    Seattle, WA
    2 days ago
  • Job Description Merrill Wealth Management is a...  ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...driven, resilient, results‑focused community. The...  ...Investments Management Portfolio Analysis Risk Management... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Bellevue, WA
    2 days ago
  • EP Wealth Advisors in Kirkland, WA is hiring a full-time wealth advisor to service a designated client base and drive business through referrals and marketing initiatives. You will work with internal teams to enhance client relationships and participate in succession planning... 
    Full time

    EP Wealth Advisors

    Kirkland, WA
    3 days ago
  •  ...LLC has been helping clients feel more confident about...  ...10,000 financial advisors and corporate locations...  ...advisors for personalized guidance. Investment products...  ...and implement client-focused strategies. Solid understanding...  ...to analyze portfolios and recommend appropriate... 
    Full time
    Work at office
    Work from home

    Ameriprise Financial Services, LLC

    Mercer Island, WA
    4 days ago
  • $84k - $96k

    Job Description Summary: Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth...  ...based on each of our unique clients' goals and aspirations. The position...  ...of trading. Partner with the Portfolio Management team to approve and... 
    Work at office
    Local area
    Remote work
    2 days per week

    LE0123 Focus Partners Wealth LLC

    Bellevue, WA
    3 days ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer...  ...'s split their time between client servicing and transaction...  ...to uncover needs and provide guidance and solutions to assist in client...  ...line of business partners focusing on client acquisition and deepening... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Mercer Island, WA
    5 days ago
  •  ...a Registered Branch Associate to deepen client relationships and support Financial Advisors across the branch network. You will gather...  ...open new accounts, and contribute to portfolio discussions with clients. Join a team-focused environment with comprehensive training,... 

    Edward Jones

    Seattle, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor - Client-Focused Portfolio Guidance. Be the first to apply!