Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor - Holistic Planning & Client Growth

JPMorgan Chase & Co.

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build lasting relationships, educate clients on digital tools, and collaborate with partners to deepen client engagement. The role emphasizes integrity, strong relationship-management skills, and a clear focus on goals-based planning and advice. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor - Holistic Planning & Client Growth in Lynnwood, WA vacancy
  • JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and tailored investment advice to individuals and families, building long-term relationships and delivering exceptional client experiences... 
    Suggested

    JPMorgan Chase & Co.

    Bothell, WA
    6 days ago
  •  ...’s commitment to helping clients own their financial futures...  ..., providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation...  ...future. We champion your growth through meaningful work,... 
    Suggested
    Full time

    Charles Schwab

    Lynnwood, WA
    14 days ago
  •  ...Financial Group, a Private Wealth Advisory Practice of...  ...Ameriprise Financial, seeks an Advisor Trainee in Edmonds/Wenatchee, WA to learn client relationship management and wealth planning. The role provides...  ...positioning for long-term growth within the practice. Ideal... 
    Suggested
    Traineeship
    Private practice
    Work at office

    Ameriprise Financial Services, LLC

    Edmonds, WA
    5 days ago
  • $50k - $85k

     ...the business of helping clients with their financial goals - we also help our advisors and employees reach...  ...Financial GroupA Private Wealth Advisory Practice of Ameriprise...  ...to support succession planning efforts for retiring...  ...to the continued growth and continuity of the practice... 
    Suggested
    Traineeship
    Private practice
    Work at office
    Monday to Friday

    Ameriprise Financial

    Edmonds, WA
    3 days ago
  • $70k - $80k

     ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...  ...financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Edmonds, WA
    3 days ago
  •  ...hiring a Financial Consultant who will provide wealth management and financial planning advice to existing clients. This position requires a valid FINRA Series 7 license...  ...package and fosters a culture of professional growth and collaboration. #J-18808-Ljbffr Charles... 

    Charles Schwab

    Lynnwood, WA
    3 days ago
  • $28.85 - $33.65 per hour

     ...America is looking for a Financial Solutions Advisor Stage I in Lynnwood, WA. This entry-level...  ...are those committed to fostering client relationships to help achieve financial goals...  ...benefits include paid time off and resources for career growth. #J-18808-Ljbffr Bank of America
    Hourly pay

    Bank of America

    Lynnwood, WA
    5 days ago
  • $25 - $38.46 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private...  ...on the entire client relationship with a plan-based approach to financial advice. As a PCB... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Bothell, WA
    2 days ago
  • United States Digital Space LLC in Washington state seeks a financial advisor to help clients achieve their goals by building financial plans and recommending brokerage products, including stocks, bonds, and mutual funds. The role involves triaging client leads, referrals... 
    Monday to Friday

    United States Digital Space LLC

    Lynnwood, WA
    2 days ago
  • Looking for a financial planning role where you can...  ...backing of an established, growth-focused firm. Why Join...  ...dinner workshops to build client relationships Strong...  ...You’ll Do Deliver holistic financial plans (investments...  ...financial planning / wealth management Strong communication... 
    Relocation package

    The Well

    Mill Creek, WA
    5 days ago
  • $65k - $80k

    Associate Financial Advisor (AFA) Soundview Financial Group A Private Wealth Advisory Practice of Ameriprise...  ...to support succession planning efforts for retiring...  ...to the continued growth and continuity of the practice...  ...responsibility for client relationships over time... 
    Full time
    Private practice
    Work at office
    Monday to Friday

    Ameriprise Financial - Washington

    Edmonds, WA
    more than 2 months ago
  •  ...services tailored to their clients needs. This exciting opportunity...  ...you to join our employee advisor model as a Wealth Advisor affiliated with LPL...  ...Utilizing a consultative, holistic approach, sales process,...  ...insurance products and financial planning Core Competencies Strong... 
    Work at office
    Local area

    LPL Financial LLC

    Everett, WA
    3 days ago
  •  ...relationships, teamwork, community, and professional growth in a safe, friendly, and progressive...  ...and focuseson providing an exceptional client experience, then 1st Security Bank is the...  ...vision coverage for individual or family plan. Life insurance. Long-termdisability... 
    Full time
    Bank staff
    Internship
    Work at office

    1st Security Bank of Washington

    Mountlake Terrace, WA
    5 days ago
  • $70k - $80k

     ...Kenmore, Washington is seeking an Investment Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. You will work closely with clients to develop financial plans, recommend investment products, and manage... 

    Bank of America

    Kenmore, WA
    3 days ago
  •  ...of America is looking for a Financial Solutions Advisor Stage I in Bothell, WA. In this role, you will...  ...licenses and develop foundational skills to manage client relationships effectively. The position offers professional growth and advancement opportunities within the... 

    Bank of America

    Bothell, WA
    5 days ago
  • JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment solutions while fostering a diverse work...  ...66 licenses. The candidate will be responsible for managing client relationships, demonstrating a deep understanding of financial... 

    JPMorganChase

    Everett, WA
    6 days ago
  • Edward Jones is seeking financial advisors who will build relationships with clients, understand their financial goals, and deliver tailored strategies. The...  ...compensation model that combines salary during training, commissions, and growth incentives. #J-18808-Ljbffr Edward Jones

    Edward Jones

    Bothell, WA
    5 days ago
  •  ...Our mission is to help our client families enjoy a...  ...to be the last financial advisor they’ll ever need. Every plan we build, every conversation...  ...contributes directly to the growth of the office and helps shape...  ...facing financial planning or wealth management (5+ years preferred... 
    Temporary work
    Work at office

    The Retirement Solution Inc.

    Mill Creek, WA
    4 days ago
  • Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Work at office
    Flexible hours

    Bankers Life

    Lynnwood, WA
    6 days ago
  • $28.85 - $33.65 per hour

     ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being...  ...grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lynnwood, WA
    3 days ago
  •  ...Investor Center each day Progress through Fidelity’s wealth management development track toward financial planning and advice Develop advanced planning skills and...  ...or in person Ability to thrive face to face with clients in a fast-paced environment Passion for helping... 
    Remote work
    1 day per week

    Jobtailor

    Lynnwood, WA
    1 day ago
  • A reputable financial institution is seeking a Private Client Banker to provide financial advice and solutions for high-net-worth clients. The successful candidate will be responsible for building strong client relationships and identifying opportunities for financial... 

    KeyBank

    Woodinville, WA
    5 days ago
  • West Capital Lending in Everett, WA is seeking a customer-focused Loan Officer to guide clients through the loan process from application to closing. You will assess financial documents, explain loan products, and coordinate with underwriters to ensure timely decisions.... 

    West Capital Lending

    Everett, WA
    2 days ago
  •  ...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...  ...between this communication and the official plan documents, the plan documents will always govern. Bank of... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lynnwood, WA
    3 days ago
  • Responsibilities This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires... 
    Full time
    Contract work
    Remote work

    MassMutual Northwest

    Everett, WA
    4 days ago
  • Bank of America is looking for a Financial Solutions Advisor Stage I in Everett, Washington. You will start your career with training...  ...securities licenses and gain foundational skills necessary to help clients achieve their financial goals. This role includes building... 

    Bank of America

    Everett, WA
    5 days ago
  • $25 - $26.77 per hour

     ...purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is... 
    Hourly pay
    Work at office
    Flexible hours
    Weekend work
    Day shift

    Bank of America

    Lynnwood, WA
    4 days ago
  • J.P. Morgan Chase in the United States seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial guidance and...  ...emphasizes integrity, education on digital tools, and a holistic view of client needs, while expanding a diverse client book... 

    Next Frontier Capital

    Everett, WA
    4 days ago
  • $22 - $30 per hour

     ...relationships, teamwork, community, and professional growth in a safe, friendly, and progressive...  ...and focuses on providing an exceptional client experience, then 1st Security Bank is the...  ...using the Branch Development Plan Participates in branch operational and... 
    Hourly pay
    Bank staff
    Work at office

    First Security Bank of Washington

    Edmonds, WA
    4 days ago
  •  ...In this position, you will engage with clients to understand their financial objectives...  ...investment opportunities, retirement planning, and wealth management strategies. As a Financial...  ...and mental health resources ~ Career growth opportunities and ongoing training support... 

    WealthBridge Financial Group

    Bothell, WA
    19 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor - Holistic Planning & Client Growth. Be the first to apply!