Lead Wealth Advisor, CFP — Independent Fee-Only Practice
Leah Yosef International
Leah Yosef International in Bellevue, WA seeks a Lead Wealth Advisor (CFP) to manage client relationships and provide comprehensive financial planning and asset management in collaboration with the Founding Partner of the Bellevue Division. This is not a sales role; no portable book of business is required. You will lead the wealth advisory team, deliver integrated solutions, and contribute to a forward-thinking culture. #J-18808-Ljbffr Leah Yosef International
- ...Summary Tschetter Group is an independent advisory firm focused on... ...works closely with relationship advisors and other team members to support... ...on industry trends and best practices Does not act as primary... ...Qualifications Bachelor’s degree and CFP® certification required....SuggestedFull timeWork at office
$96.6k - $122k
...Responsibilities Support Wealth Advisor in delivering... ...the potential to lead less complex... ...progress to greater independence related to client... ...client contracts, fee schedules and the... ...years’ experience. CFP, CFA, CPA, JD, or... ...others. Relationship/Practice Management. Detail...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, seeking an experienced advisor to build and scale a personal client book while delivering comprehensive wealth management and investment guidance. The role emphasizes...SuggestedWork at officeRemote work
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes... ...junior team members. The ideal candidate will possess a CFP® or CFA® designation, a Bachelor’s degree, and relevant FINRA...Suggested
$100k - $250k
Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join our fast-growing firm. Candidates should be dedicated to growing a practice while providing high-quality advice and... ...a four-year degree, CFP designation, and at least...Suggested- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, offering wealth advisory and investment guidance... ...a personal book, and collaborate with external advisors to deliver strategic outcomes. #J-18808-Ljbffr Vigilant...Work at officeRemote work
- ...matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...Sr. Manager, Wealth Advisor , you'll manage ongoing... ...Demonstrated ability to lead complex client relationships... ..., and sharing best practices—coaching others informally... ...Requirements * CFP® designation or CFA®...Work at office
- ...an exciting opportunity for a Security Practice Lead to join our Cybersecurity National Practice... ...engage with clients as a trusted advisor to understand security challenges and requirements... .... Presidio is not responsible for any fees related to unsolicited resumes/CVs....For contractorsLocal area
- ...planning process. Responsibilities include maintaining financial plans, supporting advisors, and ensuring consistency in client experiences. Ideal candidates will have a Bachelor’s degree, CFP® certification, and a collaborative mindset. The role offers competitive salary...Full time
- ...seeking experienced Senior Wealth Advisors to join Beacon Pointe... ...leverage an industry-leading strategic platform of... ...of our Advisors’ practice. Access to leading custodian... ...in a wirehouse, independent broker-dealer, bank, or... ...experience preferred CFP®, CFA, or other professional...
- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment... ...to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships... ...employment for certified and current CFP® designation or CFA® designation holders...Work at office
$200k
...Opportunity at Composition Wealth – a fun, fast... ...Wealth is an independent, nationally-ranked... ...entrepreneurial Senior Wealth Advisor to join our newly... ..., HNW client practice, who will receive... ...(s) (i.e. CFP, CPA, JD, CWS, MBA... ...of experience in a lead advisory role with...H1bWork at officeDay shift$1,000 per month
...integrated financial planning practice from the ground up.... ...the Series 6 & 63 or CFP. Get inspired at local... ...Representative or Advisor role upon graduation.... ...experience and industry-leading products to give our... ..., they are considered independent contractors for income...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...finance industry together. As a Wealth Advisor within Schwab Wealth Advisory... ...), you will join a premier, fee-based, and non-discretionary... ...partners, including industry-leading advisors. If you seek to... ...employment for certified and current CFP or CFA designation holders,...
$61k - $119k
...Becoming a financial advisor at Northwestern... ...financial planning practice that focuses on:... ...for course tuition fees and books. Compensation... ...are considered independent contractors for... ...Northwestern Mutual Wealth Management Company... ...marks CFP, CERTIFIED FINANCIAL...Full timeContract workFor contractorsWork at office$148.5k - $174.7k
...Description U.S. Bank Private Wealth Management (PWM) helps... ...planning. The Private Wealth Advisor (PWA) is responsible for identifying... ...to make critical decisions independently and act as a business owner Professional... ...designation such as CFA or CFP is preferred This role is...Temporary workWork experience placementLocal area3 days per week$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of... ...objectives. Employing ethical business practices to ensure full compliance of... ...Strong self-motivation and ability to work independently Excellent verbal, written, and interpersonal...Work at officeLocal area$100k - $110k
...evolved into the Strategic Wealth Designers we now know, with... ...from you. Job Description Lead Advisors in a marketplace interact primarily... ...market risk, excessive fees and inadequate advice from other... ...to detail Ability to work independently with good time management...Monday to Friday- ...guidance and a framework for building an integrated financial planning practice while you study. You will access local and nationwide experts,... ...roles after graduation; licensing support for Series 6/63, SIE, and CFP are available, with #J-18808-Ljbffr Northwestern MutualFull timeInternshipLocal areaFlexible hours
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...a financial planning practice that focuses on: Asset &... ...reimbursement for course tuition fees and books. Compensation &... ...As such, they are considered independent contractors for income tax purposes...For contractorsWork at office- ...finance industry together. As a Wealth Advisor within Schwab Wealth Advisory... ..., you are joining a premier, fee-based, and non-discretionary... ...partners, including industry leading advisors. If you are looking... ...for certified and current CFP designation or CFA designation...Work at office
$100k - $130k
...Summary Tschetter Group is an independent advisory firm focused on... ...works closely with relationship advisors and other team members to support... ...on industry trends and best practices Does not act as primary... ...Qualifications Bachelor’s degree and CFP® certification required....Full timeWork at officeFlexible hours- Northwestern Mutual is seeking aspiring financial advisors to start a business-focused career as a financial representative. You’ll focus... ..., and education to build a holistic financial planning practice with investments, insurance, and retirement solutions. As an entrepreneur...
- ...financial plans, identifying planning opportunities, and supporting client meetings. The ideal candidate holds a Bachelor's degree and CFP® certification, with proficiency in financial planning software and strong communication skills. Join us for a collaborative work...
$25 - $50 per hour
...is accepting applications for Lead and Supervisory Transportation... ...TSA. This posting promotes an independent preparation resource. TSA does not charge any application fees. How Our Program Helps Step... ...-by-step hiring guidance Practice tests Interview preparation...Shift workNight shiftWeekend work- ...together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory... ..., you are joining a premier, fee-based, and non-discretionary... ...partners, including industry leading advisors. You’ll also have the... ...have Required Qualifications CFP® designation or CFA®...Work at office
- ...Business Overview:Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow... ...can advance towards a Lead Advisor role on the team. This is... ...team if you are:Self-motivated, independent, and driven to succeed with a strong...Full timeWork at officeLocal area
$75k - $83k
...Gain exposure to comprehensive wealth management and financial... ...decision‑making Opportunity to independently manage client relationships and... ...a growing wealth management practice Overview Seeking a detail‑oriented... ...(or recognized equivalents) CFP designation or other relevant...$70k - $105k
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA Join to apply... ...include working with a Lead Advisor to develop and... ...business planning for the Practice as needed Counsel and advise... ...to learn Ability to work independently, prioritize tasks, and self...Full timeWork at officeLocal area- ...NetSuite Practice Lead About the Company Rapid-growing provider of software development & systems configuration soloutions Industry Information Technology and Services Type Privately Held About the Role The NetSuite Practice Lead will...Remote work
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