Strategic Wealth Advisor
$65k - $75kBank of America ATM
Bank of America is seeking a financial advisor in Washington to assist clients in planning their financial goals through various products and services. The ideal candidate will possess the necessary licenses and experience in the financial services or sales industry. This role involves recommending banking strategies, managing client relationships, and identifying potential new clients. With a pay range of $65,000 to $75,000, this position offers comprehensive benefits for eligible employees. #J-18808-Ljbffr Bank of America
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Advisor in Seattle, WA vacancy
- ...Financial Consultant to understand client financial objectives and deliver tailored advice across investments, retirement planning and wealth management. You will use advanced tools to assess needs and develop actionable plans, collaborating with a network of industry...Suggested
- ...Financial Analyst to join the Commercial FP&A Finance team. You will apply finance knowledge and data-driven insights to support strategic decisions, drive growth, and ensure financial objectives are met. You will model, forecast, and report on performance, partner cross...Suggested
- ...seeking a Financial Analyst III in Seattle to provide centralized financial support across various business units. This role involves strategic collaboration, financial planning, and risk management while implementing best practices in financial processes. The ideal...Suggested
- Blue Origin in Seattle, WA is seeking a skilled financial analyst to enhance strategic decision-making and performance within the finance team. The position requires a strong background in ERP tools and analytics, along with collaboration skills to work with business leaders...Suggested
- Cardlytics, Inc. in the United States is seeking a Senior Strategic Financial Analyst to partner with business leaders, own monthly close, forecasts, and ad-hoc modeling. You will produce consolidated P&Ls, drive ROI-focused analyses, and support budget processes in a fast...SuggestedRemote job
- ...Financial Analyst II for Corporate FP&A in the Greater Seattle area. The role focuses on partnering with business leaders to drive strategic decisions, developing financial plans, and delivering analytics that support scalable financial management for our spaceflight...
- ...Supplies. You will partner with WWGS FP&A and BI teams to consolidate reporting and validate Cognos loads. In this role you’ll influence strategic decisions, prepare L10 reviews and Board presentations, and deliver data-driven analyses to senior leaders across #J-18808-Ljbffr...
- Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking products. The role includes triaging leads, making referrals, and reviewing goals with clients. The position requires licensing...Work at officeShift work
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Seattle. This role is vital for building client relationships, guiding financial decisions, and delivering the bank’s core banking and investment solutions. As a Financial Solutions Advisor, you...
- ...serving as an objective, full-stack business partner. We do this by measuring key metrics, inferring actionable insights, catalyzing strategic decisions, and accelerating operational efficiency across Product, Engineering, and Sales.ABOUT THE ROLE:This is a high-visibility...
- The role of Senior Financial Analyst at brobstongroup.com involves driving planning, forecasting, and analysis while partnering with cross-functional teams. Candidates will lead variance analysis, develop financial models, and present findings to senior leadership. This...
brobstongroup.com - Jobboard
Seattle, WA2 days ago - ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in...
Beacon Pointe Advisors LLC
Seattle, WAmore than 2 months ago $84.2k - $113.9k
...Strategic Finance Analyst or Senior Hybrid role (3 days/week in office) at our Portland, Medford, Fargo, Burlington, Vancouver, Renton, Boise, Lewiston or Salt Lake City offices. Candidates must reside within commutable distance of that location. to create a person-focused...Work at officeImmediate startWork from homeFlexible hours3 days per weekCambia Health Solutions
Renton, WA3 days ago$101.2k - $136.9k
...Senior Strategic Financial Analyst Hybrid role (3 days/week in office) available at Portland, Medford, Fargo, Burlington, Vancouver, Spokane, Renton, Boise, Lewiston or Salt Lake City offices. Candidates must reside within commutable distance of that location. Who We Are...Work at officeImmediate start3 days per weekCambia Health Solutions
Renton, WA2 days ago- ...programs. Join us on our mission to make commerce smarter and more rewarding for everyone! About the Team Cardlytics is seeking a Senior Strategic Financial Analyst to join our team, reporting to the Senior Director, Strategic Finance & FP&A. The Senior Strategic Financial...Remote workFlexible hours
Cardlytics
Seattle, WA2 days ago - ...goals. You will leverage your financial expertise to offer comprehensive solutions, including investments, retirement planning, and wealth management strategies, while using advanced tools and analytics to assess client needs and develop action plans. #J-18808-Ljbffr...
- Brighton Jones seeks a senior wealth planning professional to serve as the primary client contact and lead strategic financial planning initiatives. You will coordinate with Lead Advisors, review portfolios, and prepare detailed deliverables such as CNA, SAA, and VFA for...
$125k - $200k
A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication...$125k - $200k
..., while enabling them to preserve their wealth for future generations and provide for the... ...Responsibilities Collaborate with lead advisors to manage the client service experience,... ...to assigned client families. Offer strategic consulting advice, set goals, and provide...Permanent employmentTemporary workWork at officeFlexible hours- ...their financial goals and providing tailored advice and strategies. You will leverage your expertise in investment opportunities and wealth management. As part of the team, you will utilize advanced tools to assess client needs and deliver effective action plans. The...
$77k - $202k
...responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives.Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others...Full timeH1b$125.4k - $181.88k
...achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth... ...personalized financial advice through a highly engaging and strategic approach. At Empower, our mission is to empower financial...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Itron is seeking an FP&A Specialist to enhance financial transparency and drive accurate financial planning for the DCM business unit. The role requires strong analytical abilities and experience in financial operations. Key responsibilities include developing budgets and...
$93.7k - $143.1k
Databricks is seeking a Financial Analyst for the Sales Finance team. This role involves delivering financial insights and developing models to drive sustainable growth. You will analyze usage trends, prepare forecasts, and support sales strategy with executive-level presentations...- DocuSign, Inc. is seeking a Senior Financial Analyst to join the G&A FP&A team supporting corporate finance planning, budgeting, forecasts, and performance metrics. You will partner with finance and business leaders, perform scenario modeling, and contribute to month-end...Work at office2 days per week
- Empower Annuity Insurance Company of America seeks a Senior Private Wealth Advisor, Practice Lead in Seattle to guide high-net-worth clients with strategic financial planning and proactive relationship management. You will lead a client team, deliver personalized advice...Private practice
- Brighton Jones, a leading wealth advisory firm, seeks a Senior FP&A professional to drive budgeting, forecasting, and executive reporting. You will partner with department leaders to refine assumptions, monitor performance, and flag risks while supporting capital allocation...
- Northwestern Mutual Puget Sound in Bellevue, WA is seeking a results-driven recruiter to source and engage top candidates for financial advisor roles. This full-time, on-site position focuses on proactive outbound recruiting and building a referral network with our advisors....Full time
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment... ...Management Company commissions and fees, Strategic Employee Benefits Services commissions,...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Bellevue, WA3 days ago- ...partner closely with accounting and leadership to manage forecasting, ensure US GAAP compliance, and analyze key financial drivers for strategic decisions. Maintain complex financial models, support budgeting and long-term planning, and prepare decks for the board....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth Advisor. Be the first to apply!
Related searches
- oracle financial functional consultant Seattle, WA
- financial advisor development program Seattle, WA
- financial advisor no experience Seattle, WA
- financial associate Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- project finance associate Seattle, WA
- wealth advisor associate Seattle, WA
- jde finance consultant Seattle, WA
- wealth advisor Seattle, WA
- senior wealth advisor Seattle, WA