Senior Wealth Advisor - Lead Client Impact (Hybrid)
Charles Schwab
Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team members. The ideal candidate will possess a CFP® or CFA® designation, a Bachelor’s degree, and relevant FINRA licenses. Schwab offers a culture of collaboration, along with a comprehensive benefits package that supports both personal and professional growth. #J-18808-Ljbffr Charles Schwab
$150k - $185k
...accounting firm in Seattle, WA is seeking a Tax Senior Manager to lead complex tax engagements and mentor staff.... ...oversee tax return preparations, enhance client relations, and contribute to business growth. The position offers a hybrid work arrangement, competitive salary of $...Senior- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, seeking an experienced advisor to build and scale a personal client book while delivering comprehensive wealth management and investment guidance. The role emphasizes...SeniorWork at officeRemote work
- New Engen is seeking a Senior Paid Social Lead in Seattle to manage high-touch client accounts and drive execution. You will lead the paid social strategy focusing... ...organizational skills, and a team-first mindset. This hybrid position allows for flexible working conditions...SeniorFlexible hours
- A leading actuarial firm in Seattle seeks an SVP Actuarial Advisor to serve as a strategic partner to brokers and clients. In this hybrid role, you will independently propose actuarial services, modify complex models, and lead a team in building pricing strategies. The...Senior
- Brighton Jones seeks a senior wealth planning professional to serve as the primary client contact and lead strategic financial planning initiatives. You will coordinate with Lead Advisors, review portfolios, and prepare detailed deliverables such as CNA, SAA, and VFA for...Senior
- ...financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients on... ...communication skills. This position offers a hybrid work model, combining in-office and flexible...Work at officeFlexible hours
- WSP is seeking a Senior Environmental Planner to join... ...Northwest Environmental Impact Assessment and... ...position offers remote or hybrid work out of Seattle, Redmond... ...offices. This role involves leading environmental... ...NEPA, SEPA, and manage client interactions. WSP provides...SeniorRemote job
$120k - $165k
...join a well-established public accounting firm in Seattle. The role offers hybrid or in-office opportunities, a competitive salary of $120,000 - $165,000, and a chance to mentor staff while leading complex engagements. The ideal candidate will possess an active CPA...SeniorWork at office$90.8k - $149.8k
Ernst & Young Oman is looking for a Senior to join their Financial Accounting Advisory Services team in Seattle. You'll be pivotal in driving... ...by communicating strategic goals and delivering exceptional client experiences across various industries. The role requires 3-5...SeniorFlexible hours- Columbia Bank is seeking a Private Client Advisor in Bellevue, WA to lead high‑net‑worth client relationships and collaborate with internal partners to deliver holistic wealth management solutions. You will identify opportunities, educate clients on estate planning, taxation...Senior
- A leading commercial real estate firm in Seattle is seeking a Senior Valuation Specialist to execute valuation assignments. You will... ...market research for various clients. The ideal candidate has 3-5 years... ...and communication skills. This hybrid role offers a commission-based...Senior
- Charles Schwab is looking for a Wealth Advisor to manage client relationships and provide personalized investment guidance while ensuring holistic financial planning. You will work collaboratively with a talented advisory team to support clients in complex financial decision...Work at office
- ...estate experience to join our Seattle-based practice in a hybrid, permanent role. You will lead complex transactions, supervise due diligence, draft and... ...high-value documents, and provide strategic guidance to clients. The successful candidate will be licensed in Washington...SeniorPermanent employment
$80k - $90k
Archer Lewis Services is seeking a qualified candidate to lead business accounting engagements. This role involves providing quality service, advising clients, and ensuring compliance with GAAP and tax regulations. Ideal candidates should have over 5 years of progressive...SeniorFlexible hours- NFP Corp is seeking an AVP, Advisor to join their wealth management team in Seattle. This role involves crafting... ...tailored investment strategies aligned with client goals and executing sophisticated financial plans. You will lead client engagements and collaborate with...Senior
- ...Senior Financial Planner At Range... ...building AI-powered wealth management.... ...across different advisors and apps. We're... ...is visible and impactful. About the... ...team of industry leading wealth advisors... ...in a client-facing financial... ...allowance ~ Hybrid work environment...SeniorWork at officeRelocationMonday to Friday
- HOK Group, Inc. is seeking a Senior Project Manager in Seattle, WA. This individual will lead project teams, assist in project... ...ensure effective communication with clients throughout the project... ...licensed architect. The role offers a hybrid work environment and...Senior
- Beacon Pointe is seeking experienced Senior Wealth Advisors to join their team in various locations nationwide. The role emphasizes building long... ...over 5 years of experience and a proven track record in client acquisition, along with preferred certifications such as CFP...Senior
- EY is seeking a Real Estate Tax Senior Manager located in Seattle, Washington. In this role, you will lead tax planning projects for a diverse client base, providing crucial tax advice. You... ...tax operations. The position offers a hybrid work model allowing for flexibility...Senior
$116k - $216k
...SYSTEMS in Seattle is seeking a Sr Portfolio Strategist to advise clients on investment strategies and construct customized portfolios.... ...management and a Bachelor’s degree. The position offers a hybrid work environment and a competitive salary range of $116,000 to...Senior- Globenet Consulting Corp is seeking a Digital Product Manager Sr in Bellevue, WA, with a hybrid working model. This role focuses on leading product development and managing marketing opportunities within a specified category, requiring strong communication and over 5 years...Senior
- Join Axon as a Senior GTM Recruiter in Seattle, WA. You will own the full-cycle recruiting for impactful sales roles, collaborating closely with sales leaders to shape role profiles... ...talented pipelines. This role comes with a hybrid work model and numerous benefits, including...Senior
- First Technology Federal 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, and work alongside a Senior Advisor to implement strategies...Senior
- Bessemer Trust is seeking an Associate Client Advisor in Seattle, WA, to enhance client service for ultra-high net worth clients. The role... ...communication and organizational skills. The position offers a hybrid work environment and competitive benefits. #J-18808-Ljbffr Bessemer...Remote job
- EY invites applications for a senior compliance lead within EY EDGE, the Exceptional Delivery and Growth Engine. You will steer the compliance... ...engagement team across US and GDS, train juniors, and manage client interactions and engagement economics. You will review returns...Senior
- Australia-Employment is seeking a Tax Senior in Bellevue, WA to join our dynamic Finance team. This role involves reviewing and analyzing financial statements, identifying accounting issues, and supervising junior staff. We offer meaningful work in a top-ranked CPA firm...Senior
- David Evans and Associates, Inc. seeks a Bonneville Power Administration Client Team Leader (CTL) in Bellevue, WA to oversee client relationships in power delivery. This senior role includes strategic leadership, market growth, and direct involvement in business development...SeniorFlexible hours
- AECO is seeking a Senior Bid/Proposals and Marketing professional for a Proposal Specialist... ...within its Federal Marketing team. This hybrid position supports federal agencies,... ...strong leadership and communication skills to lead proposal efforts effectively. The ideal candidate...SeniorWork 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 a...Senior
- ...King County Wastewater Treatment Division is seeking a Senior Pollution Prevention Specialist to lead efforts in pollution prevention and source control.... ...facilitating effective communication across teams. A hybrid work model is employed, and candidates must reside in...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Lead Client Impact (Hybrid). Be the first to apply!
- financial planning administrator Bellevue, WA
- financial advisor development program Bellevue, WA
- wealth advisor Bellevue, WA
- financial planner cfp Bellevue, WA
- private wealth advisor Bellevue, WA
- associate corporate finance Bellevue, WA
- financial associate Bellevue, WA
- estate planning consultant Bellevue, WA
- financial advisor Bellevue, WA
- financial advisor associate Bellevue, WA

