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
$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle, WAtime type... ...we serve the world’s most sophisticated clients using leading technology and exceptional... ...relationship improvementopportunities to existing clients by providingpertinent client update...SuggestedLocal areaFlexible hours$165k - $345k
...301 5th Avenue, Seattle Washington Job Summary The 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 experience placementWork at officeFlexible hoursNight shift- ...implements tax, estate and financial plans for clients, including those of the greatest... ...new clients. Retains, expands and deepens existing relationships.* Conducts and reviews research... ...to clients. May provide direction to wealth strategists and associates.* Retains and...Suggested
- A financial advisory firm in Seattle is seeking an Associate Wealth Manager to support client financial planning and engagement. The role requires excellent communication skills and the ability to manage client relationships effectively. Candidates should be pursuing relevant...Suggested
- ...Washington is seeking a professional to develop and implement complex tax, estate, and financial plans for clients. You will collaborate with various resources, manage existing relationships, and develop new client connections through networking and referrals. The ideal...Suggested
$133k - $210k
A leading financial services firm in Seattle is seeking a Vice President, Wealth Planner. This role involves developing wealth planning strategies and advising clients on financial matters. The candidate should possess a deep understanding of tax laws, excellent communication...- ...Company Overview: At Composition Wealth, we are a dedicated team of financial professionals... ...wealth management services to our clients while seeking sustainable growth. We value... ...and detail-oriented Associate Financial Planner to join our growing team. Job Description...H1b
- ...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...
- 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...
$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...- ...A leading travel company is seeking a motivated Remote Travel Associate to assist clients in planning their dream vacations. Responsibilities include creating travel itineraries, providing expert advice on destinations, and ensuring accurate booking processing. Candidates...Work at officeRemote work
$63k - $95k
...job seekers. (*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization. Our team focuses on driving revenue growth among our largest enterprise accounts...Work experience placementLocal area$100k - $125k
...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...Temporary workInternshipLocal areaFlexible hours- Range is on a mission to redefine wealth management. We harness technology to help individuals... ...not only provides A+ service for our clients, they are helping us reinvent the... ...fintech, we want to hear from you. As a Tax Planner, you will be responsible for providing expert...Work at officeRelocationMonday to Friday
$94k - $175k
...responsibilities of KeyBank by providing client advisory services to high-net-worth clients... ...opportunities to reduce discounts on existing client pricing to move revenue closer to... ...fiduciary, investment, tax, and other related wealth issues by keeping current as to estate...Work experience placementWork at officeLocal areaFlexible hours- A leading marketing firm is seeking a retail expert in Seattle to develop and maintain strong client and retailer relationships. You will execute sales strategies and present plans to boost brand activation. The ideal candidate has a Bachelor’s degree or substantial CPG...Work at office
$86k
A strategic consulting firm in Washington seeks an ambitious Associate Consultant to support client engagements by conducting research, analyzing data, and developing impactful presentations. This role requires a B.S./B.A. degree and offers growth opportunities, accessible...- ...consultative selling to plan sponsors, fiduciaries, and institutional clients. Essential Functions and Primary Duties: Achieve and... ..., and regulatory compliance in the retirement industry. ~ Existing network of contacts within the business and institutional...
$120k - $145k
Willis Towers Watson is seeking a Client Advocate in Seattle to provide strategic relationship management and advisory services to clients. The role requires expertise in risk and insurance solutions, strong negotiation and analytical skills, and a comprehensive understanding...- ...A global technology services company is seeking a Client Partner to cultivate strategic relationships and drive measurable revenue growth across West Coast accounts. This role emphasizes building lasting client portfolios, mentoring others, and translating complex business...
- WTW is seeking a Senior Client Advocate in Seattle, WA, responsible for strategic relationship management and placement of Builders Risk and Property and Casualty lines. The role requires exceptional client relationship skills, the ability to navigate fast-paced environments...
$94.6k - $126k
...technical facilities. Develops a comprehensive understanding of clients’ program requirements and standards and policies for completion... ...effort. Develops and maintains excellent relationships with existing and potential clients. Participates in selected marketing...Full timeContract workTemporary workFor contractorsWork at officeLocal area- ...A leading travel company is seeking a highly motivated Trip Planning Consultant to assist clients in planning and booking their dream vacations. This part-time, remote position allows you to work from anywhere. Responsibilities include creating customized itineraries,...Part timeRemote work
- ...the Role: As a CBRE Occupancy Sr. Planner, you will provide space planning, data mining... ...metrics for large and high-profile clients' needs. What You'll Do: Review... ...required. Understanding of existing procedures and standards to solve slightly...Work at officeRelocation
- ...Project Manager based in Washington to lead transportation infrastructure projects. This role involves business development, managing client relationships, and providing design leadership. The ideal candidate possesses strong communication skills, a collaborative mindset,...
- A leading travel company is seeking a highly motivated Travel Customer Representative to assist clients in planning their dream vacations. The successful candidate will communicate effectively with clients, create personalized itineraries, and provide exceptional customer...Remote workFlexible hours
$200k - $245k
Private Client International Trusts & Estates Planning Associate / Attorney Locations: Boca Raton; Boston; Greenwich; Hartford; Miami;... ...family offices, and closely held businesses on complex cross-border wealth planning matters. The role offers highly sophisticated exposure...Part timePrivate practiceWork at officeFlexible hours- ...OverviewTrue Adventure Travel is a leading travel company that specializes in creating unique and unforgettable travel experiences for our clients. We are a fully remote company, with a team of passionate and experienced travel agents located all around the world. Our goal is...Remote work
$67.5k - $127.51k
...As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with clients to deliver cutting-edge solutions. Join us to drive transformation tailored to our client's challenges of today and tomorrow. Informed...Full timeLocal area- Bessemer Trust in Seattle is seeking a Client Advisor to develop and maintain relationships with ultra-high net worth clients. The role requires proactive communication and a coordinated delivery of services among various departments, including Investments and Trust Administration...Work at office
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