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

Wealth Strategy & Portfolio Analyst

Vodia Ventures

Vodia Ventures is seeking a Portfolio & Wealth Planning Analyst in Bellevue, WA. The role is integral to a high-touch advisory team, focusing on developing investment strategies for high-net-worth and ultra-high-net-worth families. Candidates should have a BA/BS in Finance or similar, with 2-3 years of financial modeling experience. The position offers a competitive salary ranging from $90,000 to $120,000, discretionary bonuses, and benefits including medical, dental, and retirement plans. #J-18808-Ljbffr Vodia Ventures

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategy & Portfolio Analyst in Bellevue, WA vacancy
  • $90k - $120k

    Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm...  ...states. We serve the financial planning and investment strategy needs of high-net-worth individuals and family offices through... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    Vodia Ventures

    Bellevue, WA
    3 days ago
  • $100k - $120k

    Carrix, Inc./SSA Marine, Inc. is seeking a Financial Analyst in Seattle, WA. The Financial Analyst will analyze and report on business investments, develop analytical models, and prepare financial reports. Candidates should have 1-3 years of related experience and a Bachelor... 
    Suggested

    Carrix, Inc./SSA Marine, Inc.

    Seattle, WA
    2 days ago
  • Charles Schwab Corporation in Bellevue, Washington, is seeking a Wealth Advisor to provide personalized financial advice and manage client portfolios. The ideal candidate will possess a Bachelor’s degree and relevant FINRA licenses, along with extensive advisory experience... 
    Suggested

    Charles Schwab Corporation

    Bellevue, WA
    14 hours ago
  • $70k - $105k

    Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA Join to apply for...  ..., we offer personalized financial strategies designed to reflect your unique values and...  ...000.00-$98,220.00 2 weeks ago Financial Analyst - Jet Charter Operations Kirkland, WA $1... 
    Suggested
    Full time
    Work at office
    Local area

    Thrivent

    Bellevue, WA
    14 hours ago
  • A financial services firm in Seattle is seeking a Wealth Management Analyst to support Financial Advisors and deliver exceptional client service. This role involves assisting with digital marketing, portfolio analysis, and various client service functions. Candidates should... 
    Suggested
    Work experience placement

    Morgan Stanley

    Seattle, WA
    14 hours ago
  • $75k - $125k

    A leading global investment firm is seeking a Financial Analyst for their Seattle location. The role involves working closely with Private Wealth Advisors, monitoring client portfolios, and supporting business development for high net worth clients. Candidates should hold... 

    Goldman Sachs Bank AG

    Seattle, WA
    1 day ago
  • A financial services firm is seeking a Wealth Management Associate in Bellevue, WA. The role focuses on building client relationships and providing tailored financial strategies. Candidates should have a Bachelor's degree and demonstrate strong communication skills alongside... 

    Equitable Advisors

    Bellevue, WA
    14 hours ago
  • Labcorp is seeking a Senior Project Analyst in Seattle, Washington, to support their West Division IT strategy. This role entails critical tasks such as M&A support, strategic analysis, and workflow management. Candidates must have experience in IT project analysis and... 

    Labcorp

    Seattle, WA
    1 day ago
  •  ...Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide...  ...Develop customized asset allocation strategies and investment solutions for clients; including...  ...of the business Participate in portfolio performance reviews; analyze and interpret... 

    LPL Financial

    Seattle, WA
    2 days ago
  • $70k

     ...investment banking, securities, wealth management, and investment...  ...institutions, and consultants to build portfolios focused on what's important...  ...annual discretionary bonus. ANALYST DESCRIPTION We are looking...  ...our clients. The Investment Strategy team's mandate is to create... 
    Temporary work
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation
    3 days per week

    Morgan Stanley

    Seattle, WA
    4 days ago
  • $75k - $125k

    Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle location_on Seattle, Washington, United States YOUR IMPACT Are you a quick-thinking...  ...markets, the desire to work closely with portfolio managers, and the ability to think outside the box... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Bank AG

    Seattle, WA
    14 hours ago
  • $80k - $95k

    A financial services company in Bellevue, WA is seeking a Wealth Advisor to partner with clients on financial goals and investment strategies. The ideal candidate will have at least 3 years of financial services experience, with a preference for those with 5+ years. Responsibilities... 

    TIAA

    Bellevue, WA
    3 days ago
  • $80k - $95k

    Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify...  ...strong considerations to client challenges. Tailors investment strategies for clients, identifying objectives and constraints including regulatory... 
    Work experience placement

    TIAA

    Bellevue, WA
    3 days ago
  • A leading financial services firm in Bellevue, WA is seeking a Wealth Management Associate to build client relationships and develop personalized financial strategies. Qualified candidates enjoy flexible schedules, comprehensive training, and mentorship opportunities. This... 
    Traineeship
    Flexible hours

    Equitable Advisors

    Bellevue, WA
    14 hours ago
  •  ...position offers the opportunity to engage deeply with clients, manage their wealth planning needs, and collaborate with a dedicated team. You will be responsible for implementing advanced planning strategies while ensuring exceptional service and building lasting relationships... 

    Parcion Private Wealth

    Bellevue, WA
    14 hours ago
  •  ...Vice President, Wealth Planner Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning...  .... You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies... 
    Work at office
    Local area

    Chase

    Bellevue, WA
    14 hours ago
  • $24k

     ...Wealth Management Associate - Retirement Benefits Group - WA, Bellevue (5073) Join to apply for the Wealth Management Associate - Retirement Benefits Group - WA, Bellevue (5073) role at Equitable Advisors. Role Highlights Client Engagement: Cultivate and expand... 
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors LLC

    Bellevue, WA
    2 days ago
  • $24k

    A leading financial services firm is looking for a Wealth Management Associate in Bellevue, WA. The role involves cultivating client networks, educating clients on financial solutions, and analyzing client data. Applicants should possess a Bachelor's degree and relevant... 
    Flexible hours

    Equitable Advisors LLC

    Bellevue, WA
    14 hours ago
  • Seattle, Washington, United States About the program Our New Analyst Program is a full-time program for final year undergraduate and graduate...  ...to apply to additional opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco... 
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Seattle, WA
    3 days ago
  • Charles Schwab Corporation is looking for an Associate Wealth Advisor in Bellevue, WA. In this role, you'll support Wealth Advisors by servicing and retaining client relationships. This position offers the chance to build a strong foundation in wealth management and receive... 
    Work at office

    Charles Schwab Corporation

    Bellevue, WA
    14 hours ago
  • $60k - $125k

    Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to...  ...include creating and implementing strategies in retirement, risk management, tax, estate...  ...fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners

    Redmond, WA
    14 hours ago
  • $60k - $125k

    Focus Financial Partners in Woodinville, WA is seeking an Associate Wealth Advisor to join a planning-centric team focused on personalized wealth advice. This role includes developing financial strategies and enhancing client relationships with a flexible hybrid schedule... 
    Flexible hours

    Focus Financial Partners

    Woodinville, WA
    14 hours ago
  • $95k - $110k

    ExtraHop in Seattle is seeking a Finance Analyst for their financial planning and analysis team. This position will focus on Go-to-Market (GTM) strategies, collaborating with Marketing, Sales, and Operations leadership. The ideal candidate must have a bachelor's degree... 

    ExtraHop

    Seattle, WA
    1 day ago
  • A leading financial institution is seeking an Advisor Trainee in their Summer Analyst Program. This role offers exposure to wealth management including investments, lending, and banking services. You will collaborate with a team to provide customized financial solutions... 
    Traineeship
    Summer work

    Wayne State University

    Seattle, WA
    1 day ago
  •  ...status quo’ and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client‑centric...  ...by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide... 
    Work at office

    Charles Schwab Corporation

    Bellevue, WA
    11 days ago
  •  ...trading, particularly in the areas of XRP strategies and DeFi markets. The successful...  ...a proven track record of managing large portfolios and leading teams of quants and data scientists...  ...alternative markets, and experience in wealth management territories such as Canada, Dubai... 

    Confidential

    Seattle, WA
    4 days ago
  • Senior Portfolio Analyst About This Team The Cybersecurity Portfolio function supports Cybersecurity's strategic alignment required to enable...  ...within the Portfolio to align with agile business strategies Organize the preparation of portfolio and executive reporting... 
    Shift work

    Samprasoft

    Seattle, WA
    14 hours ago
  • A leading financial services firm is seeking a Wealth Management Associate to join their Retirement Benefits Group in Bellevue, WA. This role involves cultivating client relationships and promoting financial products while allowing for a flexible work-life balance. Candidates... 
    Flexible hours

    Equitable Advisors

    Bellevue, WA
    4 days ago
  •  ...financial services firm based in Seattle is seeking passionate individuals to become wealth managers. This role involves building client relationships, developing personalized financial strategies, and providing tailored financial advice. Successful candidates will receive... 
    Flexible hours

    Equitable Advisors

    Seattle, WA
    2 days ago
  •  ...Advisors offers a structured path to becoming a wealth manager through licensing and employment....  ...through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Seattle, WA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Strategy & Portfolio Analyst. Be the first to apply!