Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Wealth Advisor - Client‑Focused, On‑Site

LPL Financial

Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in the Seattle metro area. You will provide holistic financial solutions, build lasting client relationships, and help clients meet their investment and insurance goals. Responsibilities include needs-based advisory, cross-selling within a bank network, and adhering to regulatory requirements while delivering an outstanding client experience in a fast-paced environment. #J-18808-Ljbffr LPL Financial

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Advisor - Client‑Focused, On‑Site in Everett, WA vacancy
  •  ...Financial, invites you to join our employee advisor model as a Wealth Advisor serving local clients in Seattle-area branches. This on-site role requires delivering holistic...  ...insurance offerings within a fast-paced, client-focused environment. The ideal candidate has 2+... 
    Website
    Local area

    LPL Financial

    Lynnwood, WA
    6 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 1902 110th Street SE - Everett,...  ...Be a problem solver, trusted advisor, and partner to the people and...  ...Private Client Program and will focus on the entire client relationship...  ...ability to apply on this site may request reasonable accommodations... 
    Website
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Everett, WA
    1 day ago
  •  ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive...  ...services tailored to their clients needs. This exciting...  ...require the employee to work on-site at the local bank branch...  ...paced environment, are client-focused, team oriented, and are able... 
    Website
    Work at office
    Local area

    The Private Trust Company, an affiliate of LPL

    Lynnwood, WA
    2 days ago
  • JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work...  ...66 licenses. The candidate will be responsible for managing client relationships, demonstrating a deep understanding of financial... 
    Suggested

    JPMorganChase

    Everett, WA
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment...  ..., strong relationship-management skills, and a clear focus on goals-based planning and advice. #J-18808-Ljbffr JPMorgan... 
    Suggested

    JPMorgan Chase & Co.

    Lynnwood, WA
    2 days ago
  • West Capital Lending in Everett, WA is seeking a customer-focused Loan Officer to guide clients through the loan process from application to closing. You will assess financial documents, explain loan products, and coordinate with underwriters to ensure timely decisions.... 

    West Capital Lending

    Everett, WA
    4 days ago
  • KeyBank is seeking a dedicated Teller in Lake Stevens, WA. You will welcome clients, process account transactions, and resolve servicing issues in person, while identifying opportunities to transition clients to a Banker for deeper financial wellness discussions. Responsibilities... 

    Key Bank

    Lake Stevens, WA
    5 days ago
  • $21.86 per hour

     ...and patient account management to Sea Mar clients in the mental health, homeless, domestic...  ...of the invoices for the contract for the sites. Invoices the County or in counties where...  ...depth perception, and ability to adjust focus. Hourly Hourly - Hourly Plan, 21.86 USD Hourly... 
    Website
    Hourly pay
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Work at office
    Immediate start

    002 Sea Mar Community Health Center

    Everett, WA
    1 day ago
  • Responsibilities This full-time Financial Advisor role is located in Seattle, WA, with...  ...a Financial Advisor, you will work with clients to provide financial planning, retirement...  ...applicants can learn more by visiting this site. #J-18808-Ljbffr MassMutual Northwest
    Website
    Full time
    Contract work
    Remote work

    MassMutual Northwest

    Everett, WA
    6 days ago
  • $24 - $30 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...communities. Personal Bankers engage clients in deeper conversations to...  ...and line of business partners focusing on client acquisition and...  ...their ability to apply on this site may request reasonable accommodations... 
    Website
    Hourly pay
    Temporary work
    Day shift

    KeyCorp

    Everett, WA
    2 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who...  ...environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission:... 
    Website
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Lynnwood, WA
    4 days ago
  •  ...Financial Solutions Advisor Registration Candidate- NW Snohomish Market Mount Vernon,...  ...Responsible Growth and delivering for our clients, teammates, communities, and shareholders...  ...Experience Branding • Customer and Client Focus • Oral Communications • Issue... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Everett, WA
    3 days ago
  •  ...initiatives within a highly regulated environment. This role will focus on modernizing quality and compliance systems through advanced...  ...develop, and maintain advanced SharePoint solutions, including custom sites, workflows, forms, and SPFx componentsDevelop and enhance... 
    Website
    Contract work
    Remote work

    Robert Half

    Everett, WA
    5 days ago
  • $80k - $150k

     ...branch and dispatched to job sites throughout the Snohomish County...  ...100% of Guardian's work is focused on repair and replacement (i....  ..., Guardian is continuing its strategic growth with the opening of a...  ...reemplazo de techos y canaletas a clientes residenciales y comerciales.... 
    Website
    Local area
    Monday to Friday

    Guardian Operations LLC

    Everett, WA
    18 days ago
  •  ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're...  ...to be privately-owned, placing the focus on our clients rather than shareholder...  ...services, investment advisory or wealth management ~ CFP® (Certified Financial... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Marysville, WA
    2 days ago
  •  ...consistently, and in accordance with client needs, agency expectations,...  ...expectations. A primary focus of the position is developing...  ...client outcomes.Participates in strategic planning and provides leadership...  ....Ability to travel to program sites, meetings, and community... 
    Website
    Full time
    Work at office
    Flexible hours

    Volunteers of America Western Washington

    Everett, WA
    1 day ago
  • $68.01 - $107.35 per hour

     ...Everett and thrive in our culture of patient-focused, whole-person care built on understanding...  ...experience within a variety of complex client care areas. ~ Experience in problem-...  ...Ctr Colby-Everett Workplace Type: On-site Pay Range: $68.01 - $107.35 The... 
    Website
    Minimum wage
    Full time
    Local area
    Shift work

    Providence Health and Services

    Everett, WA
    9 days ago
  •  ...Bank of America is seeking a client‑facing associate to serve as the first contact for financial center clients in Lynnwood, WA. You will uncover personal banking needs, offer suitable solutions, and route to specialists while delivering exceptional service. Expect outbound... 

    ghr

    Lynnwood, WA
    2 days ago
  • Are you a strategic systems thinker who understands that...  ...results? Are you a trusted advisor and engaging...  ...consistency across all global sites.Achieve successful third...  ...internal customer / client relationship management...  ...technologies that help providers focus on exceptional patient... 
    Website
    Local area

    Fortive

    Everett, WA
    2 days ago
  • $28.85 - $33.65 per hour

    Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you...  ...advisor—building, managing, and guiding client relationships so they can achieve their financial...  ...Experience Branding Customer and Client Focus Oral Communications Issue Management... 
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Marysville, WA
    3 days ago
  • J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial guidance and personalized investment solutions for individuals and families. You will build lasting client relationships, provide advised... 

    Next Frontier Capital

    Everett, WA
    6 days ago
  •  ...leading fraternal financial organization is seeking a Regional Field Recruiter to launch a career in financial services. The role focuses on creating financial plans tailored to members’ needs. Ideal candidates should demonstrate integrity, leadership and a passion for... 

    Modern Woodmen of America

    Monroe, WA
    6 days ago
  • $25 - $31 per hour

     ...About the Role Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards...  ...authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will... 
    Website
    Local area
    Weekend work

    Columbia Bank (WA, OR & ID)

    Monroe, WA
    5 days ago
  • KeyBank in Everett, WA seeks a Private Client Banker to manage the full client relationship within the Private Client Program, delivering plan-based financial guidance for clients with up to $2M in investable assets. The PCB collaborates with Retail, Private Bank, and... 

    KeyBank

    Everett, WA
    1 day ago
  •  ...committed to bringing passion and customer focus to the business. Please Note: While...  ...vary depending on Chaplain availability and Client requirements. Very Part-Time Chaplain work...  ...funeral homes, family residences, or other sites. May provide confidential pastoral... 
    Website
    Part time
    Work at office
    Immediate start

    Marketplace Chaplains

    Marysville, WA
    5 days ago
  •  ...Partner & IBM Certified enterprise. All SA Technologies requirements are Direct Client Requirements from IT Hiring Managers.Job DescriptionDevelop and design web server APIs and web sites. Responsible for directing web server functionality, enhancement and maintenance.... 
    Website

    SA Technologies

    Everett, WA
    4 days ago
  •  ...expertise will support our organization’s financial health and strategic growth by providing comprehensive tax planning, analysis, and reporting...  ...flowing smoothly throughout the year. We interact with our clients on a frequent basis and your professionalism and helpful... 
    Website
    Full time

    George Dimov, CPA

    Everett, WA
    4 days ago
  • $22 per hour

     ...happy philosophy. We are proud to service clients among many business industries such as...  ...healthcare, and specialty facilities. Our focus on creating healthy and safe environments...  ...cleaners to work in one of our client's sites. The ideal candidate must be self-motivated... 
    Website
    Work at office
    Monday to Friday

    Interstate Premier Services

    Everett, WA
    1 day ago
  • Bank of America in Lynnwood, WA is seeking a Client Service Associate to engage clients in the lobby, educate on self‑service resources, and process cash transactions accurately and efficiently. You will build relationships, follow compliant processes, and connect clients... 
    Flexible hours

    Bank of America

    Lynnwood, WA
    6 days ago
  •  ...to meet goals, and keep a firm grasp on the retention of our clients. May also include relationship reviews with a line of business...  ...problem-solving. Think outside the box.Stay Flexible - Organize and strategize effectively while always being prepared to adapt on the fly.... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Banktech Ventures

    Marysville, WA
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Wealth Advisor - Client‑Focused, On‑Site. Be the first to apply!