Wealth Planning & Investment Advisor
Jobtailor
Jobtailor in Bellevue, WA is seeking a finance-advisory professional to guide clients in short and long-term financial planning. You will recommend banking and investment strategies while triaging requests and referring clients to suitable service providers. The role emphasizes building client relationships, identifying new business, and coaching referral partners to optimize outcomes in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Planning & Investment Advisor in Bellevue, WA vacancy
$100k - $125k
...Pursues and sells our services to retirement plan prospects. Solidifies client relationships... ...with Retirement Plan Managers Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list Under moderate...SuggestedTemporary workLocal areaFlexible hoursIMA Financial Group
Bellevue, WA1 day ago- ...driven new business and lateral advisor hires. This role involves... ...acquisition and delivering holistic planning to an existing client base.... ...network. Full planning and investment authority over assigned... ...years as a financial advisor/wealth advisor with direct client-facing...SuggestedLocal area
JCW Group
Bellevue, WA1 day ago - ...transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA),... ..., fee-based, and non-discretionary investment advisory solution. You will provide clients... ...creating and customizing financial plans and portfolios for clients Five or more...Suggested
CFA Institute
Bellevue, WA3 days ago - ...innovative thinking meets disciplined investing as we challenge the status... ...what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Wealth Advisor , you'll manage ongoing... ..., deliver holistic financial planning, and provide tailored investment...SuggestedWork at office
Charles Schwab Careers
Bellevue, WA1 day 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
Bellevue, WA4 days ago $125.4k - $181.88k
...Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping... ...through client onboarding, financial planning, and investor education Provide... ...clients Represent the ‘Personal Strategy’ investment strategy; recommend, implement, and review...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hoursEmpower Retirement
Bellevue, WA3 days ago- ...transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA),... ..., fee-based, and non-discretionary investment advisory solution, providing clients... ...including creating and customizing financial plans and portfolios for clients Five or...Work at office
- Our client is a growing, independent registered investment advisory (RIA) firm in the Seattle area that builds long... ..., personalized investment management and financial planning. They're looking for a Junior Wealth Advisor to support client service and begin developing...Work at office
$75k - $160k
...and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth... ...complimentary services Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman...Full timeTemporary workPart timeGoldman Sachs
Seattle, WA1 day ago- ...Private Wealth Planner The Private Client experience at J.P.... ...through comprehensive, expert planning. The Private Wealth Planner (... ...team, you will partner with advisors and clients to deliver holistic... ...various products and platforms (investment, insurance, charitable,...Work at office
Chase
Bellevue, WA2 days ago $80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a... ...Develops and implements strategic and tactical plans with strong considerations to client challenges. Tailors investment strategies for clients, identifying...Work experience placementTeachers Insurance and Annuity Association of America
Seattle, WA5 days ago$148.5k - $174.7k
...Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and... ...holistically on wealth and estate planning, investments, banking, credit, insurance, charitable... ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying,...Temporary workWork experience placementLocal area3 days per weekU.S. Bank
Seattle, WA4 days ago- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...country. We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives...
Beacon Pointe Advisors
Seattle, WA3 days ago - ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's... ...guidance in a manner based on the financial planning philosophy and biblical principles upon... ...in the practice of financial investment, life coaching and planning strategies....Work at officeLocal areaNight shift
Blue Trust
Seattle, WA5 days ago - ...objectives and provide tailored advice. You will leverage your expertise to offer comprehensive solutions including investment opportunities and wealth management strategies. As a Financial Consultant, you will empower clients to make informed decisions using advanced...
WealthBridge Financial Group
Renton, WA5 days ago - ...Please closely read the job requirements before applying. Thanks! A Seattle-area RIA has asked us to help them fill two new Wealth Advisor openings, onsite five days a week north of the city. This is a 100-person RIA in serious growth mode. Sales acumen is required, but...Work at office
JCW Group
Seattle, WA5 days ago - ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is... ...comprehensive services that go beyond investment management. Advisors here collaborate across... ...— investment strategy, tax and estate planning, philanthropic advisory, and family...Work at office
International Search Consultants
Seattle, WA1 day ago $200k
...Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm with an award-winning culture... ...providing sophisticated financial planning and investment advice to high-net-... ...an entrepreneurial Senior Wealth Advisor to join our newly opened Seattle, WA...H1bWork at officeDay shiftComposition Wealth, LLC.
Seattle, WA1 day ago- ...Savvy invites experienced financial advisors to build and grow their own advisory practice powered by Savvy's platform and... ...marketing tools, and serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable...
Savvy Wealth
Bellevue, WA4 days ago $60k - $125k
...A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...Goldman Sachs Group, Inc.
Seattle, WA5 days ago- ...Responsibilities**Primary role is as secondary advisor**Qualifications & Requirements**4-8 years... ...knowledge of financial planning concepts and processesExperience with the... ...solutions to create a profoundly different wealth experience. As fiduciaries, we always put...Permanent employmentWork at office
Corient Private Wealth LLC.
Seattle, WA3 days ago $68.64k - $80k
...Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL... ...multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the... ...investment/insurance products and financial planning Core Competencies: Strong...Work at officeLocal areaLPL Financial Holdings, Inc.
Seattle, WA2 days ago- ...Associate Advisor Greater Seattle Area ISC's Financial Services... ...with a prominent Registered Investment Advisor (RIA) with offices... ...specializes in delivering customized wealth management and investment... ...play a key role in financial planning, investment analysis, client...For contractorsWork at office
International Search Consultants
Seattle, WA4 days ago $96.6k - $155.7k
...while enabling them to preserve their wealth for future generations, and provide... ...~ Support Wealth Advisor in delivering exceptional services to... ...Advanced capability of all wealth, investment, and financial planning processes ~ Begins to prepare and...Permanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
Seattle, WA2 days ago$100k - $130k
...Our client is an established, growing private wealth management firm seeking a **Associate Wealth Advisor**, an integral part of the team serving as the... ...Responsibilities Provides comprehensive technical financial planning and investment management work, either under the management...Full timeWork at officeClaire Myers Consulting
Seattle, WA3 days ago$125k - $200k
..., while enabling them to preserve their wealth for future generations and provide for the... ...Responsibilities Collaborate with lead advisors to manage the client service experience,... ..., and provide comprehensive financial planning support. Manage the client service experience...Permanent employmentTemporary workWork at officeFlexible hours$188.25k - $282.47k
...Under the supervision of the Director of Investments, works as a partner with the WMAS Investments... ...regulations and WTB policies relating to wealth management. Compensation: Bellevue – $188... ...in an applicable annual incentive plan. What Our Culture Can Offer You: Our benefit...Local areaHireQuestNW
Bellevue, WA2 days ago$120k - $130k
...just that with a national, privately-owned wealth management firm known for prioritizing... ..., you’ll lead meaningful financial planning conversations with existing clients . By... ...tools and support, you’ll deliver tailored investment strategies and deepen client relationships...Work at officeAscendHire
Tukwila, WA4 days ago- ...Wealth Planning Associate At Hall & Dornan Capital Partners, we believe it truly takes a village. Our team thrives on shared insight,... ...Enter trades, orders, and rebalances as requested by the advisor. Ensure accuracy of all client documentation; follow through...Work at office
Raymond James
Issaquah, WA5 days ago $90k - $115k
...Wealth Planning Associate We are a growing, team-oriented financial services firm committed... ...collaborative internal culture -- one that invests heavily in the growth, development, and... ...while working alongside seasoned advisors in a firm that takes professional development...Visa sponsorshipComposition Wealth - Miracle Mile Advisors
Seattle, WA1 day ago
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