Senior Wealth Advisor: Grow Client Portfolios & Strategies
Beacon Pointe
Beacon Pointe is seeking experienced Senior Wealth Advisors to join their team in various locations nationwide. The role emphasizes building long-term relationships and providing comprehensive financial strategies to high-net-worth individuals. Wealth Advisors will leverage a strategic platform supported by expert resources. Qualified candidates should possess over 5 years of experience and a proven track record in client acquisition, along with preferred certifications such as CFP® or CFA. Candidates will collaborate with specialists to ensure tailored financial advice. #J-18808-Ljbffr
- ...Credit Union in Bellevue, WA seeks a Senior Associate Financial Advisor to support and grow an existing book of business. You will assist clients with information, investment programs... ...alongside a Senior Advisor to implement strategies. The ideal candidate has at least 3...Senior
$80k - $115k
NFP Corp in Seattle is seeking an AVP, Advisor to lead client engagements and craft tailored investment strategies. You'll manage client portfolios, executing sophisticated financial... ...Ideal candidates have over 5 years in wealth management, financial planning skills,...Suggested$80k - $115k
...Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial... ...will have over 5 years of wealth management experience and a bachelor...Senior- ...A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...Senior
- ...Boutique Recruiting is seeking an Advisor in Bellevue, WA, to drive impact in wealth management. This role involves building and managing a client portfolio of high-net-worth individuals. The ideal candidate will have over 5 years of experience, a Series 65 certification...Suggested
- ...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...
- ...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...
$116k - $216k
COMFORT SYSTEMS in Seattle is seeking a Sr Portfolio Strategist to advise clients on investment strategies and construct customized portfolios. This role requires collaboration with the relationship team to ensure a holistic approach to client financial planning. Ideal...Senior- General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating closely with Wealth Managers and the Chief Investment Officer...Senior
$130k - $185k
...combination of transformative strategy, transactions and... ...sell‑side transaction advisors bring deep sector... ...functional knowledge to our clients. We develop deal... ...join one of the fastest growing practices at EY and in... ...responsibilities As a Senior Associate - Consultant...SeniorWork experience placementSummer holidayWork at officeImmediate startFlexible hours$135.6k - $275k
Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making. Ideal candidates will have 10-15 years of experience...Senior$147.5k - $272.58k
...Funding And Financing Strategy Senior Advisor WSP is currently initiating a search for a Funding and Financing Strategy... ...our Advisory & Planning Services and be a part of a growing organization that meets our client's objectives and solves their challenges. WSP USA...SeniorPart timeWork at officeLocal areaRelocation package- ...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
$188.25k - $282.47k
...Sr. Client Portfolio Manager Under the supervision of the Director of Investments, works as... ...compliance with established investment strategies, style and philosophy; coordinates with... ...regulations and WTB policies relating to wealth management. Compensation:...SeniorLocal area- ...Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes... ...investment advisory services, allowing you to develop strong client relationships while mentoring junior team members. The ideal...Senior
- ...Boutique Recruiting is seeking a Financial Advisor in Bellevue, Washington. This role involves guiding clients through their financial journeys and managing a diverse portfolio. Key responsibilities include client engagement, portfolio management, and educational content...
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...long-term relationships with clients. The role partners closely... ...personalized financial strategies and help clients make the most... ...and multi-faceted to help grow our business. Our goal is to...Senior
$80k - $100k
...The Senior Associate Financial Advisor serves as a transitional step to... ...by supporting and growing an existing book of... ...well as working with clients already in the Financial... ..., and operational strategies. Track progress on... ...an active role in portfolio research and asset...SeniorWork experience placementWork at office- ...EP Wealth Advisors, Inc in Seattle is seeking a Senior Client Relationship Associate to manage and enhance client relationships. You'll collaborate with various teams and contribute to client satisfaction while developing trusted partnerships. The ideal candidate has...Senior
- ...over $4.7B in AUM is growing! As the firm rapidly expands... ...in a row! They are an advisor-built firm with... ...firm always puts their client’s best interest first.... ...seeking an entrepreneurial Senior Wealth Advisor to join their... ...including estate strategy, investment management...SeniorWork at office
$130k - $300k
...we're a purpose-drive, client-focused team committed... ...industry in aligning wealth, passion, and purpose... ...based approach, we're growing fast-and we're looking... ...their trusted financial advisor. Develop and expand... ...on financial planning strategies. Your Experience:...SeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$96.6k - $122k
...Services LLC is seeking a qualified individual to join their Seattle team as a Wealth Advisor Support. This role involves assisting in delivering financial services, mentoring, and managing client relationships. Candidates should possess a strong background in financial...- ...Job Description*** Grow and retain... ...and key investment strategies to clients.* Play a lead role... ...teams to educate advisors, prospects, and investment... ...in place of Portfolio Managers.*... ...strategy with the Senior CPM and the product... ...relationships with wealth management advisors...Work at officeFlexible hours
- ...McKinstry Company in Seattle is looking for a Senior Manager, Venture Support, to oversee financial analysis and operational assessments for early-stage portfolio investments. This role involves building financial models, tracking cash flows, leading corporate development...Senior
$150k - $180k
Invesco is seeking a Client Portfolio Manager based in Seattle. This role entails engaging clients with investment strategies while growing and retaining business. Candidates should have 5-8 years of experience, strong relationship-building skills, and a deep understanding...Flexible hours$180k - $260k
...Washington Job Summary The Senior Relationship Manager... ...as the Trusted Advisor for clients and prospects who are... ...revenue growth, active portfolio management and a... ...portfolio dynamics, and strategy within the current industry... ...for retaining, growing, acquiring and, when...SeniorPermanent employmentTemporary workWork experience placementInterim roleWork at officeNight shift$116k - $216k
...Washington Job Summary: The Senior Relationship Manager... ...as the Trusted Advisor for clients and prospects who are... ...revenue growth, active portfolio management and strong... ..., and business strategy, and craft value-added... ...strategies for retaining, growing, acquiring and, when...SeniorPermanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift$69k - $127.8k
...commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy‑compliant credit recommendations while leading... .... About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive...SeniorPart timeWork experience placement$69k - $127.8k
...commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy-compliant credit recommendations while leading... ...About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create...SeniorContract workPart timeWork experience placementLocal area$85k - $160k
...Manager in Seattle, Washington. This role involves overseeing tax preparation, leading tax planning strategies, and managing client relationships within a diverse portfolio. Applicants should have 5-8+ years of tax experience, a CPA license, and strong expertise in...Senior
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