Senior Financial Advisor & Wealth Planner
Charles Schwab
Charles Schwab in Seattle is looking for a Financial Consultant to deliver wealth management guidance and financial planning to our clients on-site. You will help clients reach their financial goals and grow a practice through networking and referrals. You will collaborate with Schwab specialists, maintain a client-centric advisory approach, and expand your practice through asset consolidation and referrals in a team setting. #J-18808-Ljbffr Charles Schwab
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement... ...potential of $200K-$250K+. You'll engage in sophisticated financial conversations without cold calling, focusing on building...SeniorRemote job$157.23k - $192.17k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with... ...clients, or in conjunction with the senior team members.Basic Qualifications - Bachelor...SeniorFull timeWork experience placementLocal area- 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...Senior
- ...PWM Wealth Planner The PWM Wealth Planner is focused on providing clients with comprehensive... ...clients, or in conjunction with the senior team members. Basic Qualifications... ...planning software - Basic knowledge of financial planning concepts - Ability to independently...SeniorTemporary workWork experience placement
$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...Senior- Lido Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with...Senior
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus... ...the United States who are collaborating directly with Financial Advisors and their clients. What will you do? Work closely...SeniorTemporary workFlexible hours- ...Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create...Senior
- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm...SeniorWork at office
- 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...Senior
- A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client...SeniorWork at office
- Talent Search PRO is looking for a detail-oriented Sr. Associate Financial Planner in Bellevue, WA. You'll work directly with high-net-worth... ...collaborative team offering long-term career potential in a growing wealth management practice. #J-18808-Ljbffr Talent Search PROSenior
- JCW Group in Seattle is seeking experienced Wealth Advisors to join a growing team, onsite five days a week north of the city. The firm has... ...have 2-5+ years in wealth management roles (PM/advisor/RM/planner), and CFP/CFA/CPWA certifications are highly desirable. Email...Senior
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...net-worth individuals and families to develop personalized financial strategies and help clients make the most informed...Senior
- UBS in the United States seeks a Senior Wealth Management Banker in Bellevue, WA to join the Banking Field Engagement Team and solve client needs through trusted advisor relationships. You’ll engage Financial Advisors, branch staff and clients to deliver banking solutions...Senior
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand... ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ..., including investment opportunities, retirement planning, and wealth management strategies. #J-18808-Ljbffr WealthBridge Financial...
$125.4k - $181.88k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to... ...customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating... .... Requires 5+ years of advisory experience, strong financial acumen, and relevant licenses. The position offers a...SeniorWork at office
- 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...SeniorPrivate practice
$75k - $83k
...Opportunity Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management.... ...as required by state Certified Financial Planner OR Chartered Financial Consultant Travel:...SeniorTemporary workWork at office- ...world where anyone can live the financial life they imagine for... ...together. We're building AI-powered wealth management. Investments,... ...of scattered across different advisors and apps. We're backed by Google... ...with our Certified Financial Planners® to devise and implement tax...SeniorWork 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
- Digital Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA to support and grow an existing book of business under an established Advisor. You will assist members with investment programs and work with the team on strategic plans while...Work at office
- .... Morgan offers a pathway to Wealth Management through comprehensive... ...planning. The Private Wealth Planner (PWP) role is central to this... ...clients with a detailed financial plan. Utilizing J.P. Morgan’s... ...team, you will partner with advisors and clients to deliver holistic...Work at office
$165k - $345k
...Seattle WashingtonJob SummaryThe Family Wealth Strategist serves as the lead advisor for Ultra High Net Worth (UHNW)... ...$25MM+ in investible assets. This senior-level role is responsible for... ...capable of orchestrating complex financial strategies and delivering a white-...Full timeWork at officeFlexible hoursNight shift- Empirical Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm dedicated to providing coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and...Senior
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations, developing business opportunities, and collaborating with high net worth...Senior$94k - $175k
A financial services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for client advisory services to high-net-worth clients. This role... ...documents, and collaborating with external advisors. Candidates should have over 10 years of experience...Senior$100k - $110k
A leading financial services firm in Seattle is looking for a Referral-based Lead Financial Advisor to join their team. The ideal candidate will engage with existing clients, perform... ...can lead to total compensation of up to $200,000. #J-18808-Ljbffr Strategic Wealth DesignersSenior
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