Branch Wealth Advisor: Client-Focused Investments
LPL Financial
LPL Financial, in collaboration with Gesa Credit Union, invites you to join our employee advisor model as a Wealth Advisor serving a local branch. This on-site role focuses on delivering NDIPs and advisory solutions to the branch’s client base while building a trusted partnership with retail staff. You will work with a consultative approach, actively soliciting new investments, maintaining FINRA registrations, and staying compliant with industry regulations. #J-18808-Ljbffr LPL Financial
- Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive... ...CNA/SAA/VFA deliverables, and coordinate with Tax, Investments and Estate Planning while mentoring teammates and ensuring...Suggested
- JPMorgan Chase & Co. in Seattle invites an experienced Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build and manage a client book, partner with specialists, and provide guidance...Suggested
- ...partnership with LPL Financial, seeks a Wealth Advisor to deliver holistic wealth management solutions at a Seattle‑area branch. This on-site role supports clients with brokerage, advisory, and... ...network. The ideal candidate has investment sales experience, FINRA...Suggested
- ...affiliated with LPL Financial, is seeking a Wealth Advisor to deliver non-deposit investment products and advisory services at branches across WA. The role requires coordinating... ...Office. This on-site position emphasizes client service, collaboration, and regulatory compliance...SuggestedWork at office
- Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads, reviewing...Suggested
- ...services tailored to their clients needs. This exciting... ...join our employee advisor model as a Wealth Advisor affiliated... ...network of branches throughout California... ...deliver Non-Deposit Investment Products (NDIPs) and... ...environment, are client-focused, team oriented, and...Full timeWork at officeLocal area
- ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business... ...0 years and today we are a leader in investment banking, consumer and small business...Immediate startAfternoon shift
- JPMorganChase in Seattle is seeking a Financial Advisor to deliver personalized investment solutions and build relationships with clients. The role requires at least 2 years of experience in financial advising and includes extensive training in client acquisition. Benefits...
- JPMorganChase in Mercer Island, WA seeks a Financial Advisor to provide personalized investment solutions and foster client relationships. The ideal candidate has a minimum of 2 years experience in a financial advisor role and must possess Series 7 and 66 licenses. This...
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver comprehensive investment and insurance solutions in a local branch network across Seattle, Lynnwood, Bellevue... ...with retail staff to provide client-focused, needs-based financial planning and...Local area
- An established industry player is seeking a Wealth Advisor to join their dynamic team in Bellevue. This role empowers you to create personalized financial plans and manage complex portfolios for clients. You will be part of a collaborative environment that values innovative...
- Russell Investments in Seattle seeks an Investment Analyst, Consulting to support relationship management and service delivery for institutional clients, collaborating with the Americas Institutional Consulting team. You will assist with investment policy reviews, policy...
- ...seeks a Lead Teller to act as a trusted advisor, troubleshoot client service needs, and enhance client relationships with distinctive service in-branch. You will oversee teller scheduling,... ...management. Equal opportunity employer with focus on service excellence. #J-18808-...
- ...Bank in Spokane, WA is seeking a Personal Banker I-II to build client relationships and provide expert guidance on deposit and lending... ...comprehensive product training, and maintain compliance in a fast-paced branch environment. The role emphasizes customer service, proactive...
- ...growing, multi-office wealth advisory practice serving... ...search for a Wealth Advisor . The firm takes a... ...wealth management, helping clients connect their... ...providing disciplined investment and planning guidance.... ...collaborative, client-focused team. What We’re...Work at officeRemote work
- ...Bank is seeking a Teller - Float in Renton, WA to serve as the first point of contact for clients, performing teller transactions and ensuring accuracy and compliance across branches throughout the region. Under guidance, you will handle deposits, withdrawals, transfers,...Hourly pay
- Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products. This role requires...
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting client relationships and guiding clients...
- ...thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based,... ...As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client... ...while helping them stay focused on long‑term goals.This role...Full timeWork at office
- ...Family Wealth Advisor Seattle, WA Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help... ...attention to detail, dedication to quality, and focus on client satisfaction. Exceptional...Full timeTemporary workWork at office
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring... ...acquire leadership skills which focus on client service and... ...the practice of financial investment, life coaching and...Work at officeLocal areaNight shift
$140k - $200k
...Wealth Advisor Bellevue, WA | Direct Hire | Full-Time | Onsite Join... ...passionate about helping clients navigate life's most important... ...rapidly growing Registered Investment Advisor (RIA) in Bellevue, is... ...roles, this position is focused on delivering exceptional planning...Permanent employmentFull time$19.23 - $28.37 per hour
...problem solver, trusted advisor, and partner to the... ...split their time between client servicing and... ...time). As part of the branch team in a hybrid platform... ...of business partners - focusing on client acquisition... ...loans, credit cards, and investment options, and the ability...Hourly payWork experience placementWork at officeDay shift$50k
...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... ...-owned, placing the focus on our clients rather than... ...own practice, supported by branch associates, a home-office... ...and Canada than any other investment firm, serving over eight million...Work at officeWork from homeHome officeFlexible hours- A major financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role entails building relationships, delivering personalized investment solutions, and educating clients on financial markets and technology...
$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing... ...2026) and services clients across the nation.... ...Diego and have several branch offices in... ..., Your Money, Your Wealth® television and podcast... ...shows. We have teams focused on marketing and...Full time- ...Private Wealth Advisor Greater Seattle Area About the Company Our client is a growing wealth management firm serving UHNW... ...firm provides a full suite of investment advisory, planning, and... ...in a collaborative, client-focused setting. Responsibilities...Work at office
$37.56 - $45.9 per hour
...Day One. Job Description Premier Client Relationship Consultants complete all... ..., and opening and/or closing the branch. In addition to the Client Relationship... ...in partnership with wealth management teams. No direct investment sales are made by the Premier Client...Temporary workLocal area- ...outstanding service to our clients and each other. We... ...personalized wealth management... ...Apprentice Financial Advisor Program is designed... ...personalized solutions, and investment guidance to new... ..., with a focus on financial planning... ...at various branches throughout the system...Permanent employmentApprenticeshipTraineeshipWork at officeLocal areaRelocation
$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the... ...Personal Bankers engage clients in deeper... ...efforts. As part of the branch team, the Personal Banker... ...of business partners – focusing on client acquisition... ...partners such as Key Investment Services, Mortgage and...Hourly payWork experience placementDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Wealth Advisor: Client-Focused Investments. Be the first to apply!
- oracle cloud financials consultant Seattle, WA
- senior wealth advisor Seattle, WA
- financial advisor training program Seattle, WA
- project finance associate Seattle, WA
- financial consultant Seattle, WA
- financial associate Seattle, WA
- entry level financial advisor Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- jde finance consultant Seattle, WA
- wealth advisor associate Seattle, WA






