Associate Vice President and Wealth Advisor
Confidential
Associate Vice President and Wealth Advisor
About the Company
Premier investment advisor & manager
Industry
Investment Management
Type
Privately Held
About the Role
The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow their careers within a sophisticated, client-first advisory platform. The successful candidates will work alongside senior advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high-net-worth and ultra-high-net-worth clients. Responsibilities include preparing client meeting materials, participating in client communications, and assisting in new business development efforts. The role offers hands-on client exposure, structured professional development, and a clear path to future lead advisory roles.
Applicants should have 2-5 years of experience in wealth management, financial planning, private banking, or related fields, with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP certification or coursework completion is strongly preferred, as is a Series 65 or equivalent. A Bachelor's degree is required, with a preference for finance, economics, or business-related disciplines. The ideal candidate will have excellent communication and relationship-building skills, strong organizational abilities, and an entrepreneurial spirit with a desire to grow within the firm. The role also requires an interest in learning from seasoned industry leaders and a commitment to contributing to a collaborative, high-performance team environment. Travel Percent
Less than 10%
Functions
- Finance
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Associate Vice President and Wealth Advisor in Seattle, WA vacancy
- ...Associate Vice President, Financial Systems (Workday Financials) About the Company Globally acclaimed real estate finance & technology firm Industry Real Estate Type Privately Held About the Role The Company is seeking an AVP, Financial Systems with...Suggested
Confidential
Seattle, WA4 days ago - ...Associate Vice President, Contract Negotiation and Legal Agreements About the Company Globally renowned alternative investment firm Industry Investment Management Type Privately Held About the Role The Company is seeking an Associate Vice President...SuggestedContract work
Confidential
Seattle, WA3 days ago - ...Associate Vice President, Accounting Policy About the Company Accomplished life & annuity insurance company Industry Insurance Type Privately Held About the Role The Company is in search of an Associate Vice President for Accounting Policy to take...Suggested
Confidential
Seattle, WA4 days ago - ...Associate Vice President, Operational Due Diligence About the Company Prominent asset management firm Industry Financial Services Type Privately Held About the Role The Company is seeking an Associate Vice President for Operational Due Diligence....SuggestedWork at office
Confidential
Seattle, WA3 days ago - ...Vice President, Wealth Planner Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning... ..., private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning...SuggestedWork at officeLocal area
Chase
Seattle, WA1 day ago - ...Associate Wealth Advisor The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the...
LPL Financial
Seattle, WA4 days ago - ...Associate Vice President, Technical Due Diligence Advisor About the Company Globally recognized consultancy specializing in transport management & infrastructure services Industry Business Consulting and Services Type Privately Held Founded 1978...Local area
Confidential
Seattle, WA2 days ago - ...quo’ and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client‑... ...ongoing advice built on Schwab’s approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors...Work at office
$70k - $105k
About Ascend National Wealth Advisors: At Ascend National Wealth Advisors, we offer personalized financial strategies designed to reflect... ...sense of “community” with and among clients and prospects. The Associate Advisor reports to and is employed/contracted by the Lead...Work at officeLocal area- A leading financial advisory firm located in Seattle is seeking an Associate Wealth Advisor to deepen relationships with clients and support a Senior Wealth Advisor. This hybrid role requires a Bachelor's degree, at least five years of experience in financial advisory,...
- 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
- ...Associate Vice President, Physician & Advanced Practice Provider Services About the Company Prominent regional health management organization Industry Hospital & Health Care Type Non Profit Founded 1882 Employees 10,001+ Categories Health...
Confidential
Seattle, WA2 days ago $96.6k - $122k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ..., we would like to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the...Permanent employmentFull timeTemporary workWork at officeFlexible hours$80.17k - $83k
...Senior Associate Financial Planner Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared...Temporary workFor contractorsWork experience placementWork at officeRaymond James Financial Services
Seattle, WA4 days ago- ...Description Job Description We are seeking a Senior Associate Financial Planner for our wealth management firm in our Tukwila, WA Office. Candidates... ..., are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for...Full timeWork at office
Mainspring Wealth Advisors LLC
Tukwila, WA5 days ago $70k - $105k
A financial services company is seeking an Associate Financial Advisor in Bellevue, WA. This role involves supporting clients with financial products, managing sensitive information, and working closely with lead advisors. Ideal candidates will have securities registration...- ...insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Business Development, and Sales Industries Financial Services, Insurance, and...Full timeLocal area
$110k - $160k
Associate Wealth Advisor & Portfolio Manager Firm: Robin Tan, CFP® - LPL Financial Location: Kirkland, WA (Hybrid/Remote) Salary: $110,000 - $160,000 + Bonus Potential Closing Date: June 9, 2026 The Opportunity Are you a seasoned CFP® professional looking for more...Full timePart timeRemote work- ...As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of...Temporary workWork experience placementLocal area
$200k - $250k
...passion for shaping the future of energy. As we scale production of SCC55 to meet surging global demand, we are looking for a Vice President, Quality to institutionalize precision at every level of our organization. This role offers the unique opportunity to design...Temporary workWork at officeLocal areaWorldwideGroup14 Technologies
Seattle, WA5 days ago$250k - $275k
...years. To achieve that ambition, we are looking for a Vice President of Finance & IT to help architect the company’s next profitable... ...’s next phase of profitable growth. Serve as a strategic advisor to the CEO and executive leadership team, translating...Flexible hoursBulletproof
Seattle, WA5 days ago$195k - $235k
...opportunistic investments offering solid returns to our investors. Providing an opportunity to grow for our partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution. We specifically focus on self-storage...Full timeTemporary workWork at officeSpartan Investment Group
Seattle, WA27 days ago- ...opportunities. As a Financial Consultant at Schwab, you will be provided with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation,...Work at office
- MicroVention Product Support Specialist Deliver technical, clinical, and educational support for all MicroVention (MV) products. Conduct training sessions and provide case support to physicians and hospital staff. Additionally, collaborate with the North American sales...Local area
MicroVention
Seattle, WA1 day ago - ...thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...Work at office
Charles Schwab
Bellevue, WA4 days ago - ...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Gesa Credit Union invites you to join our employee advisor model as a Wealth Advisor with...Work at officeLocal area
LPL Financial
Seattle, WA4 days ago - ...Vice President of Customer Success About the Company Fast-growing SaaS company Industry Information Technology and Services Type Privately Held About the Role The Company is seeking a Vice President of Customer Success to spearhead the...
Confidential
Seattle, WA5 days ago - ...Senior Vice President, Actuarial & Investment Consulting About the Company Leading provider of insurance & risk management services Industry Insurance Type Public Company Founded 1927 Employees 10,001+ Categories Insurance Risk Management...Remote work
Confidential
Seattle, WA3 days ago - ...Vice President of Development & Partnerships About the Company Environmentally driven philanthropic funding organization Industry Non-Profit Organization Management Type Non Profit Founded 2014 Employees 11-50 Categories Non-Profit & Philanthropy...
Confidential
Seattle, WA3 days ago - ...Vice President of Regulatory Affairs About the Company Well-funded clinical-stage biotech company Industry Biotechnology Type Privately Held About the Role The Company is seeking a Vice President of Regulatory Affairs to play a pivotal role in the...Remote work
Confidential
Seattle, WA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Vice President and Wealth Advisor. Be the first to apply!
Related searches