Senior Wealth Client Advisor
EP Wealth Advisors
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 Bachelor’s degree and 4-7 years of experience in financial services, with excellent communication and organizational skills. This role offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr
- ...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...Senior
- ...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
- ...An established industry player is seeking a Senior Wealth Advisor to join their Seattle office. This role offers a unique opportunity to lead with planning and work with high-net-worth clients, providing them with tailored financial advice. The firm prides itself on its...SeniorWork at office
- ...CognoWiz is looking for a Sr. Manager, Wealth Advisor to join our team in Bellevue, Washington. The successful candidate will demonstrate strong financial and analytical skills, and should possess a B.A. or B.S degree, as well as necessary FINRA registrations including...SeniorFull time
- ...Inc. multiple years in a row! They are an advisor-built firm with incredibly talented... ...growing business. This firm always puts their client’s best interest first. The advisors and... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their newly opened Seattle...SeniorWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...advice and building long‑term relationships with clients. The role partners closely with high–net‑worth individuals...Senior
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations, developing business opportunities, and collaborating with high net worth...Senior- KeyBank is seeking a Family Wealth Strategist in Seattle to serve as the lead advisor for Ultra High Net Worth families with over $25 million in investible assets. This senior role focuses on prospecting new clients, deepening existing relationships, and managing comprehensive...Senior
$94k - $175k
...financial services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for client advisory services to high-net-worth clients. This... ...planning documents, and collaborating with external advisors. Candidates should have over 10 years of experience...Senior$130k - $300k
...At Brighton Jones, we're a purpose-drive, client-focused team committed to helping... ...impact. We lead the industry in aligning wealth, passion, and purpose to help our clients... ...Brighton Jones as their trusted financial advisor. Develop and expand relationships with...SeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- 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
$80k - $115k
Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting tailored... ...strategies. This role involves leading client engagements, executing sophisticated... ...ideal candidate will have over 5 years of wealth management experience and a bachelor's degree...Senior$125.4k - $181.88k
...career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- JPMorgan Chase & Co. is looking for a Select Growth Advisor to join their Wealth Management team in Seattle, WA. This role involves providing comprehensive... ...advice to a diverse clientele, ensuring an exceptional client experience while developing strong investment strategies....
- ...provide exemplary service and financial planning to high-net-worth clients. This full-time position emphasizes building long-term client... ...include maintaining financial plans, supporting advisors, and ensuring consistency in client experiences. Ideal candidates...Full time
$100k - $275k
A leading financial institution in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and deepening relationships through tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal...Senior- JPMorgan Chase & Co. is seeking a Private Client Advisor in Seattle to provide comprehensive financial planning to diverse clients. You will build relationships and offer personalized investment solutions, enhancing the client experience through education and digital tools...
$25 - $31.37 per hour
Bank of America in Seattle is seeking a dedicated representative for its financial center. Responsibilities include serving clients as the first point of contact, uncovering their banking needs, and providing solutions. Candidates should have sales experience, excellent...SeniorHourly pay- A major financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role entails building relationships, delivering personalized investment solutions, and educating clients on financial markets and technology...
- A major financial services company in Seattle is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will build relationships with clients, utilizing a deep understanding of financial markets to provide tailored advice...
- PowerToFly is seeking a Registered Client Service Associate in Kirkland, WA, to provide exceptional service to clients and support Financial Advisors. The role involves maintaining client relationships, executing transactions, and onboarding new clients. Qualified candidates...
$70k - $100k
...Description and Requirements General Description: Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal marketing, handling client questions and requests,...SeniorTemporary workLocal areaFlexible hours- ...WealthBridge Financial Group is looking for a Senior Financial Advisor to operate in Seattle, WA and surrounding areas. The role emphasizes commission... ...based compensation with full support, allowing you to help clients navigate their financial goals independently. The ideal...SeniorFlexible hours
$80k - $100k
...First Tech Federal Credit Union seeks a Senior Associate Financial Advisor in Bellevue, WA. This role is crucial in supporting established Financial Advisors while managing client relationships and advising on investments. The ideal candidate should have a minimum of 3...Senior- ...Ernst & Young Oman is seeking a Senior Technology Analyst to engage with clients and internal teams, ensuring successful project delivery. You will leverage your expertise in Oracle NetSuite to manage full lifecycle implementations and support junior team members. This...Senior
- ...Senior Financial Planner Tired of traditional financial planning... ...the fast, flexible, holistic wealth management platform reinventing... ...team of industry leading wealth advisors. This individual will be... ...~6-9+ years experience in a client-facing financial services roles...SeniorWork at officeRelocationMonday to FridayFlexible hours
- A leading consultancy firm in Washington seeks a Senior Consultant to act as a subject matter resource for financial reporting and audit facilitation. Responsibilities include supporting PBC package development, conducting internal controls assessments, and assisting in...Senior
- Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Qualifications Required FINRA registration, including Series 7 and 66 (or FINRA recognized... .../credentials. Strong financial and analytical skills. Seniority level Mid‑Senior level Employment type Full‑time Job...SeniorFull time
- ...to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a... ...and non‑discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing...SeniorWork at office
$110k - $140k
...growing industry. Job Description Ares is looking for a Senior Associate to join the Digital Infrastructure accounting team.... ...financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency...SeniorTemporary workWork experience placementFlexible hours
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