Wealth Advisor - Holistic, Client-First Planning
Aumni
J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate will manage client relationships, deliver personalized investment solutions, and support clients in achieving their financial goals. A minimum of 2 years in a financial advisory role is required, along with active Series 7 and Series 66 licenses. The company values diversity and offers competitive compensation and benefits, including health coverage and retirement plans. #J-18808-Ljbffr Aumni
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor - Holistic, Client-First Planning in Seattle, WA vacancy
- 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...Suggested
$125.4k - $181.88k
...The Senior Private Wealth Advisor, Practice Lead plays a... ...helping high net worth clients achieve long-term financial... ...insight to deliver a first-class experience.... ...onboarding, financial planning, and investor education... ...Provide clients with holistic financial planning on...Suggested16 hoursTemporary workPart timeWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hoursEmpower
Seattle, WA1 day ago$75k - $100k
...The Financial Advisor - Existing Client Planning & Service provides comprehensive, fiduciary-driven financial... ...Leverage Planners is a boutique retirement wealth management firm headquartered in... ...of mind through structured, safety-first planning. Our team operates on defined...SuggestedApprenticeshipMonday to FridayFlexible hoursLeverage Planners Wealth Management LLC
Bellevue, WA5 days ago$148.5k - $174.7k
...U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... ...teams advise clients holistically on wealth and estate planning, investments, banking... .... The Private Wealth Advisor (PWA) is responsible... ...location, which is listed first. The actual range for...SuggestedTemporary workWork experience placementLocal area3 days per weekU.S. Bank
Seattle, WA5 days ago- ...Wealth Advisor LPL Financial collaborates with credit unions... ...tailored to their clients needs. This exciting opportunity... ...a consultative, holistic approach, sales... ...must acquire within the first six months of hire)... ...products and financial planning Core Competencies...SuggestedWork at officeLocal area
LPL Financial
Seattle, WA2 days ago $148.5k - $174.7k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives... ...teams advise clients holistically on wealth and estate planning, investments, banking,... ..., which is listed first. The actual range for the...Temporary workWork experience placement3 days per weekU.S. Bancorp
Seattle, WA1 day ago$86k - $110k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The... ...opportunity to work with a planning centric team... ...each of our unique clients' goals and aspirations... ...Create holistic investment strategy... ...a boutique, client-first fiduciary philosophy...Work at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Kirkland, WA1 day ago$77.97k
KeyCorp in Newcastle, Washington seeks a Private Client Advisor to serve Mass Affluent clients. The role involves growing and expanding relationships, utilizing a consultative sales process, and coordinating investments within branch teams. Candidates must possess a high...- JPMorgan Chase & Co. seeks a Private Client Advisor in Seattle to offer comprehensive financial planning and advice. The ideal candidate must have at least 2 years of experience in a Financial Advisor role and hold valid licenses including Series 7 and Series 66. You will...
- A wealth management firm in Bellevue is looking for a Wealth Advisor to create and implement comprehensive wealth plans tailored to clients' goals. The successful candidate will have at least 5 years of experience in financial planning and must hold Series 65, CFP, or CFA...
$78k
A leading financial services firm in Seattle is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build a book of business by offering personalized investment solutions and fostering strong relationships. Candidates...- Charles Schwab Corporation is looking for an Associate Wealth Advisor in Bellevue, WA. In this role, you'll support Wealth Advisors by servicing and retaining client relationships. This position offers the chance to build a strong foundation in wealth management and receive...Work at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their... ...through financial planning. On your path to becoming... ...and deliver holistic financial plans—including... ...to support your first three years in the... ...Mutual Wealth Management Company...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Bellevue, WA5 days ago- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...building long-term relationships with clients. The role partners closely with high... ...the country. We bring together holistic financial planning, access to institutional quality investments...
Beacon Pointe Advisors
Seattle, WA1 day ago - Northwestern Mutual - Puget Sound in Bellevue is seeking a Financial Advisor who will educate clients on insurance and financial planning. Ideal candidates will have strong communication skills and a Bachelor's degree, with the opportunity to grow within a supportive team...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals through financial planning. On your path to... ...your clients and deliver holistic financial plans—including... ...designed to support your first three years in the business...Work at office- Apella Wealth is an employee-owned, wealth... ...develop world-class, client-relevant... ...putting client service first in all they do. We... ...meaningful financial planning with people we... ...seasoned team of wealth advisors. You will be... ...relationships and deliver holistic financial...Temporary workWork at officeRemote workFlexible hours
- Join a highly collaborative, client-first multi-family office supporting UHNW individuals... .... This role is ideal for an advisor with 5+ years of UHNW or advanced planning experience who wants to deepen... ...exposure to complex, integrated wealth management. What You Will Do...Work at office
- ...providing sophisticated financial planning and investment advice to... ...in a row! They are an advisor-built firm with incredibly... ...This firm always puts their client’s best interest first. The advisors and professionals... ...an entrepreneurial Senior Wealth Advisor to join their newly...Work at office
$25 - $38.46 per hour
...Private Client Banker Location: 2401 34th W - Seattle, Washington 98199 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...entire client relationship with a plan-based approach to financial advice....Hourly payWork experience placementImmediate startDay shiftKeyCorp
Seattle, WA1 day ago- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...early-career advisors or financial planning professionals who are ambitious and want... ...their careers within a sophisticated, client-first advisory platform. The successful candidates...
Confidential
Seattle, WA3 days ago - Boutique Recruiting is seeking a skilled Paraplanner in Bellevue, WA, to support financial planning and client relationship management. The role requires 3-5 years of experience in financial services, proficiency in Excel, and knowledge of Holistiplan and Right Capital....Immediate startFlexible hours
$97.75k - $115k
Associate Wealth Advisor (Pacific Time Zone) Arizona; Scottsdale; Seattle... ...with an established base of clients and organically growing their... ...solutions including tax, estate planning, insurance, and more to... ...client interests and outcomes first. Required Knowledge, Skills...Temporary workWork at officeLocal areaRemote workMonday to Friday- ...motivated to provide a first-class experience to clients within J.P. Morgan's... ...and managing their wealth. You will use your... ...investments, financial planning, credit and banking... ...long term through a holistic goals based planning... ...individuals, advisors and institutions with...Temporary workWork experience placementLocal area
Chase
Seattle, WA1 day ago $86k - $110k
...Associate Wealth Advisor Kirkland, WA Position Summary Focus... ...opportunity to work with a planning centric team dedicated to creating... ...based on each of our unique clients' goals and aspirations. The... ...philosophy Create holistic investment strategy for each...Work at officeRemote work2 days per week$55k - $65k
Political Client Finance Associate (2026 position) About Sage Media Sage Media is seeking a Political Client Finance Associate to join... ...campaigns. We bring deep experience in all forms of media planning, from TV & radio to digital and everything in between. The Client...Local areaRemote work- A diversified financial services leader is looking for a Registered Client Service Associate in Seattle. The role will support high producing advisors by preparing portfolio materials and leveraging analytical skills. Ideal candidates should have a bachelor's degree, 3...Work at office
- A leading financial institution in Seattle is seeking an Associate Banker to provide exceptional customer service and assist clients with their banking needs. This role involves welcoming clients, educating them on technology self-service options, and performing branch...
$24.92 - $30.46 per hour
U.S. Bank is looking for a Client Relationship Consultant 2 in Seattle, WA. This role involves engaging clients through personal interactions... ...package, including healthcare, paid vacation, and a 401(k) plan. Salary ranges from $24.92 to $30.46 per hour. #J-18808-Ljbffr U...Hourly pay- ...Banker in Seattle, WA, responsible for advising families on wealth management. The ideal candidate will have over six years... ...role requires strong knowledge of investments, financial planning, and an excellent client experience focus. Candidates should also possess Series 7...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor - Holistic, Client-First Planning. Be the first to apply!
Related searches
- senior wealth advisor Seattle, WA
- finance associate Seattle, WA
- financial advisor Seattle, WA
- private wealth advisor Seattle, WA
- patient financial counselor Seattle, WA
- estate planning consultant Seattle, WA
- financial planning assistant Seattle, WA
- associate corporate finance Seattle, WA
- senior financial advisor Seattle, WA
- entry level financial advisor Seattle, WA