Boutique Wealth Planner for Existing Clients
$90k - $125kSR Staffing
A financial advisory firm based in Bellevue, WA is seeking a Financial Advisor to manage client relationships and deliver fiduciary-driven financial planning. The advisor will lead annual reviews, update financial plans, and ensure recommendations are implemented correctly. Candidates should have experience in client-facing roles, strong planning knowledge, and appropriate licenses. Compensation ranges from $90,000 to $125,000+, along with benefits including medical contributions and a 401(k) match. #J-18808-Ljbffr SR Staffing
- ...Vice President, Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive,... ...with them to develop business opportunities with new and existing clients. This role requires travel among branches and offices...SuggestedWork at office
$82k - $135.2k
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant...Suggested- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively... ...opportunities with new and existing clients Travel among branches...SuggestedWork at office
$131.91k - $224.14k
...Northern Trust As a global leader in innovative wealth management, asset servicing, asset... ...24,000 partners, we serve sophisticated clients using leading technology and outstanding... ...individuals focusing on trust products. Cultivates existing bank clients and internal & external...SuggestedVisa sponsorshipWork visa$165k - $345k
...:1301 5th Avenue, Seattle WashingtonJob SummaryThe Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth... ...This senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client...SuggestedWork at officeFlexible hoursNight shift- Chase is seeking a Vice President, Private Wealth Planner to lead financial planning for high-wealth clients in Bellevue, Washington. The successful candidate will collaborate with a team to provide detailed financial plans using proprietary software, ensuring clients achieve...
$90k - $115k
CyberCoders in Seattle is seeking a Wealth Planning Associate to enhance financial planning solutions and collaborate with advisors. This... ...3+ years of experience. You will assist in financial modeling, client documentation, and maintaining up-to-date financial knowledge in...- Gaynor Staffing is looking for a Wealth Planning Associate in Seattle to support financial advisors in delivering exceptional financial... ...contribute significantly to the wealth management team by implementing client strategies and ensuring compliance with regulatory requirements....
- JPMorgan Chase & Co. is seeking a Vice President, Private Wealth Planner to provide comprehensive wealth management solutions to its private clients. This role involves collaborating with advisors and delivering holistic, goals-based financial planning, utilizing proprietary...
- JPMorganChase in Bellevue, WA seeks a Vice President, Private Wealth Planner to deliver holistic financial planning to clients. This role requires extensive knowledge in various planning areas, including retirement and investment strategies. The successful candidate will...
$80k - $100k
Stabler Wealth Management in Bellevue seeks a dedicated professional to work alongside lead advisors in financial and tax planning. This... ...growth opportunities, where you will manage planning tasks and client communications, particularly during tax season. Ideal candidates...$30 per hour
...Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought... ...of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located nationwide, with the potential...Work at officeRemote work$148.5k - $174.7k
Job Description The PWM Wealth Planner is focused on providing clients with comprehensive, goal‑based planning. The Wealth Planner provides the following planning services: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning...Temporary workWork experience placement- U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning. The ideal candidate will have a bachelor's degree and over 10 years of...
- ...planning strategies for high-net-worth families, valuing long-term relationships over product pushing. You'll inherit an established client base while having the opportunity to grow your own. The position also includes participation in a target bonus program and...
- IMA Financial Group, Inc. is seeking a Retirement Plan Sales Advisor to drive new business and manage ongoing client relationships in the Washington area. You will apply a consultative sales approach to identify prospects, tailor solutions, and execute plan enhancements...
- ...Wealth Planning Associate Location: Seattle Job Type: Full-time Reports to: Director, Financial Planning Company Overview Our client company is a dedicated team of financial professionals committed... ...detail‑oriented Associate Financial Planner to join our growing team. Job...Full timeH1b
- ...together. We're building AI-powered wealth management. Investments,... ...optimize tax strategies for clients. You will collaborate closely... ...with our Certified Financial Planners® to devise and implement tax... ...investments. Proficiency in existing tax software such as leading...Work at officeLocal areaRelocationMonday to Friday
- ...Jobtailor in Bellevue, WA is seeking a finance-advisory professional to guide clients in short and long-term financial planning. You will recommend banking and investment strategies while triaging requests and referring clients to suitable service providers. The role emphasizes...Temporary work
$145k - $170k
...Senior Transportation Planner At David Evans and Associates, Inc., our Transportation team... ...engineering practices, creating an exceptional client experience. Every project is managed with... ...’ evolving needs. Whether enhancing existing transportation networks or pioneering new...Work at officeFlexible hours- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
- ...Accountant (CPA) or Enrolled Agent (EA) to join their team as a Tax Planner. In this role, you will provide expert tax planning and... ...closely with financial planners, and completing tax returns for clients. Successful candidates will have a minimum of two years in tax...
$158.01k - $276.46k
Northern Trust Corp in Seattle is seeking a Sr Wealth Strategist. The role requires 5-7 years of experience in trust sales or relationship... ...products, consult on estate planning, and work closely with clients and their advisors. Ideal candidates should possess strong...- ...Job Description Wealth Planning & Advice is a group of experts... ...work with advisors and their clients to educate them about wealth... ...As a Vice President, Wealth Planner within J.P. Morgan Wealth Management... ...opportunities with new and existing clients * Provide unbiased...Work at officeLocal area
$100k - $125k
...and sells our services to retirement plan prospects. Solidifies client relationships and maintains responsibility for ongoing client service... ...clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list Under moderate guidance, provides strategic...Temporary workLocal areaFlexible hours- WealthBridge Financial Group is looking for a results-oriented Financial Consultant to help clients achieve their financial goals. You will engage with clients, providing tailored financial advice through investment opportunities and retirement planning. In this role, you...
- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide tailored... ...comprehensive solutions including investment opportunities and wealth management strategies. As a Financial Consultant, you will...
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote job$90k - $115k
...services firm committed to delivering outstanding wealth management and financial planning solutions to the clients who trust us with their most important financial... ...who wants to sharpen their craft as a financial planner while working alongside seasoned advisors in a firm...Visa sponsorship- A travel coordination company is seeking a Remote Client Services professional to assist clients with vacation planning. This role emphasizes delivering exceptional customer service, coordinating travel details, and maintaining accurate client profiles. Ideal candidates...Remote jobFlexible hours
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