Senior Investment Advisor — Grow Client Wealth & Portfolios
PNC Bank
A leading financial services firm in Washington is seeking a professional to manage client accounts in alignment with investment objectives. Responsibilities include delivering insights and maintaining expert knowledge in investment strategies. The ideal candidate will help grow assets under management and support sales initiatives. This position offers comprehensive benefits and opportunities for career development in a dynamic environment. #J-18808-Ljbffr PNC Financial Services Group, Inc.
- 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...Suggested
- 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
- ...Description*** Grow and retain business... ...the investment team and key investment... ...strategies to clients.* Play a lead role... ...to educate advisors, prospects, and... ...needed in place of Portfolio Managers.*... ...strategy with the Senior CPM and the... ...relationships with wealth management...SuggestedWork at officeFlexible hours
- 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 service...Senior
- Beacon Pointe is seeking experienced Senior Wealth Advisors in Seattle to provide comprehensive wealth management advice and build long-term relationships with clients. Ideal candidates have over 5 years of experience, a proven track record in client acquisition, and a...Senior
$116k - $216k
Manages and constructs investment portfolios in accordance with client investment goals and objectives... ...and depth of the Wealth Segment suite of capabilities... ...may manage Portfolio Advisor Associates and/or mentor... ...who are maintaining and growing the investment book of...SeniorWork at officeFlexible hours- A leading investment firm in Seattle is seeking a Client Investment Consultant to grow and retain business by representing the investment team and strategies to clients. You will engage with wealth management advisors, participate in pitches, and support distribution efforts...Flexible hours
- 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
$75k - $125k
Goldman Sachs, Inc. is seeking a Financial Analyst in Seattle, Washington, to support portfolio managers and assist high net worth clients with investments. Candidates must have a Bachelor's Degree and a strong interest in financial markets. The role includes monitoring...- 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...
- ...Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business,... ...specialists supporting the portfolio investment strategy, objectives... ...for maintaining and growing assets under management. Additionally...Senior
$150k - $200k
...Coast, providing exceptional client service and highly customized investment solutions for high-net-... ...who have a desire to grow while building their skills... ...generations removed from the wealth creators. Our corporate... ...of the Vice President, Portfolio Manager (“PM”) is to manage...Work at office- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...administrative support to Private Client Advisors within Wealth Management. Job responsibilities...
- ...100 nationally ranked investment advisory firm with 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...SeniorWork at office
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...long‑term relationships with clients. The role partners closely... ...to institutional quality investments, life and legacy planning,... ...motivated and multi‑faced to help grow our business. Our goal is...Senior
$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... ...objectives in such areas as Investment Management, Cash Flow... ...trusted financial advisor. Develop and expand relationships...SeniorFull timeSummer workWork at officeLocal areaFlexible hours$76k - $125.3k
...opportunity PCS is a growing practice within... ...career. With a diverse portfolio of interesting and... ...a wide range of clients and colleagues.... ...develop into a trusted advisor role to client.... ...of estate and wealth planning Experience... ...confidence to challenge senior colleagues and...SeniorWork experience placementSummer holidayLocal areaFlexible hours- A leading financial institution is seeking a Private Client Investment Associate in Seattle. This role involves providing exceptional client service and operational support to Advisors within Wealth Management. Responsibilities include managing operational requests, fostering...
- Chase is seeking a Private Client Investment Associate in Seattle to provide client service and operational support within Wealth Management. You will engage with clients, assist Advisors with ongoing wealth planning, and ensure compliance with operational procedures....
- ...industry together. As a Wealth Advisor within Schwab Wealth... ...based, and non-discretionary investment advisory solution, providing clients with a personal relationship... ...help clients manage complex portfolios and achieve their goals. You'll grow within an experienced,...Work at office
- ...Seattle, WA, responsible for advising families on wealth management. The ideal candidate will have over six... ...business results. The role requires strong knowledge of investments, financial planning, and an excellent client experience focus. Candidates should also possess...
$60k - $125k
A leading global financial firm is seeking a Wealth Management Professional to join its Seattle office. This role focuses on high-net-worth clients, requiring strong client service and communication skills along with a Bachelor's Degree. You will manage client relationships...SeniorWork at office- Sr. Portfolio Manager, Private Asset Management The Sr. Portfolio Manager, Private... ...Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding... ...reviews and guide long‑term wealth planning conversations. Mentor...SeniorWork experience placement
- ...Associate Wealth Advisor The primary role of... ...Advisor is to provide investment and relationship... ...support to a senior advisor or team of... ...support the end-client's needs. The senior... ...for managing and growing their own assigned... ...Participate in portfolio performance reviews...
- ...financial services firm seeks motivated individuals to become wealth managers, focusing on client engagement and personalized financial strategies.... ...comprehensive training, and a structured pay model are provided to aid career development. #J-18808-Ljbffr Equitable Advisors
- ...industry together. As a Wealth Advisor within Schwab Wealth Advisory... ..., and non-discretionary investment advisory solution. You will provide clients with a personal... ...help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative...
$140k
A leading wealth management firm in Bellevue is looking for a Wealth Manager. This role involves client relationship management, business development, and comprehensive financial planning knowledge. The ideal candidate will have extensive experience in financial advisory...- A leading financial institution is looking for a Private Client Advisor to focus on affluent clients and provide tailored investment solutions. The role involves growing client relationships, conducting comprehensive financial plans, and collaborating with branch teams...
- ...industry together. As a Wealth Advisor within Schwab Wealth Advisory... ..., and non-discretionary investment advisory solution, providing clients with a personal relationship... ...clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative...Work at office
- Northwestern Mutual - Puget Sound in Bellevue is seeking a Financial Advisor who will educate clients on insurance and financial planning. Ideal candidates will... ...skills and a Bachelor's degree, with the opportunity to grow within a supportive team environment. Performance-based...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisor — Grow Client Wealth & Portfolios. Be the first to apply!
- investment consultant Seattle, WA
- investment advisor Seattle, WA
- senior development executive Seattle, WA
- senior technical manager Seattle, WA
- senior procurement specialist Seattle, WA
- senior manager data science Seattle, WA
- senior platform engineer Seattle, WA
- senior procurement Seattle, WA
- senior director product management Seattle, WA
- senior cost manager Seattle, WA

