Senior Wealth Manager (CFP) | Growth & DAS Advisory
The Well
The Well is seeking an experienced Wealth Manager (CFP) to lead advisory services in Seattle, WA. The role focuses on developing high-trust client relationships, delivering financial planning, and contributing to the firm's growth through business development. The ideal candidate will have 5–10+ years in wealth management, strong communication skills, and a client-first approach. This position offers an employee ownership model, meaningful compensation, and generous benefits, including full medical premiums and a 401(k) match. #J-18808-Ljbffr The Well
- ...finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier,... ...have Required Qualifications * CFP® designation or CFA® designation *... ...shape your future. We champion your growth through meaningful work, continuous...SeniorWork at office
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- ...work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-... .... What You Have Required Qualifications: CFP® designation or CFA® designation Bachelor's degree...SeniorWork at office
- A leading CPA advisory firm in Seattle is seeking a Tax Manager for the Private Wealth/High Net Worth team. This role involves delivering tax and business advisory services... .... The position offers opportunities for career growth, a flexible work arrangement, and a supportive...SuggestedFlexible hours
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- ...Professional in Seattle, Washington. This role focuses on managing financial and operational risks, working closely with... ...or cybersecurity. The position offers a competitive pay range and opportunities for professional growth. #J-18808-Ljbffr Moss Adams Advisory Group LPSenior
- A leading advisory firm in Washington seeks an Audit Senior Associate to deliver industry-focused audit and assurance services to middle market clients. This... ...in work arrangements, supporting both client needs and employee growth. #J-18808-Ljbffr Baker Tilly InternationalSenior
$135.6k - $275k
Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making. Ideal candidates will have 10-15 years of experience...Senior$90.5k - $154.43k
...International is seeking a Transfer Pricing Senior Associate in San Jose, CA. This role... ...collaborate globally, providing transfer pricing advisory to multinational clients. You will... ...relevant experience. Baker Tilly values your growth with mentorship programs and a...SeniorRemote job$200k - $250k
...Senior Wealth Manager LOCATION: Seattle, WA (Full-time, partially remote) As a senior member of the Trust Resources Group, the Senior Wealth... ...Team. Maintaining community relationships and supporting growth of the business are key to long-term success. The wealth...SeniorFull timeContract workWork experience placementWork at officeRemote workFlexible hours$160k - $190k
...Job Description Job Description Position Summary The Senior Asset Manager serves as the ownership representative, focused on asset-level... ...in partnership with Property Management. Oversee rent growth strategy alignment with market conditions and portfolio objectives...SeniorShift work- A leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional service...Senior
- ...currently seeking experienced Senior Wealth Advisors to join... ...comprehensive wealth management advice and building... ...enhanced lead flow and growth for our Advisors.... ...experience preferred ~ CFP®, CFA, or other professional... ...Pointe's wealth advisory services, please visit...Senior
- A leading global accounting firm is seeking an Assurance Senior Manager in Seattle, WA. This role requires strong knowledge in GAAP and GAAS... ...opportunity to work in a dynamic environment that values individual contributions and professional growth. #J-18808-Ljbffr BDO USASenior
- As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and... ...collaborate effectively with senior advisors to deepen with and serve... ...Certified Financial Planning (CFP) or Wealth Management Certified...
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This... ...The ideal candidate will possess a CFP® or CFA® designation, a Bachelor’... ...both personal and professional growth. #J-18808-Ljbffr Charles SchwabSenior
- ...Role Summary I’m hiring a Wealth Manager (CFP) for an established, employee... ...-based team. This is a senior advisory role for someone who can lead... ...and contribute to continued growth through referrals and business... ...Advisory Services (DAS) —a specialized, high-impact...Temporary work
$142.7k - $214.03k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing... ...incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth... ...that continues to achieve tremendous growth. You want to be part of firm is...SeniorPrivate practiceLocal areaWorldwide$125k - $155k
A leading financial advisory firm seeks an Assurance Senior Manager to improve client internal controls and advise on various economic risks. This role involves supervising audit teams, leading client engagements, and ensuring compliance with GAAP and GAAS. Ideal candidates...Senior$138.57k - $207.85k
Description As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services. Participates in business development...SeniorWork experience placementLocal area- ...nationally ranked investment advisory firm with over $4.7B... ...an entrepreneurial Senior Wealth Advisor to join their... ...the firm’s collective growth. The ideal candidate... ...the $1M-$5M range. A CFP is preferred. As an Advisor... ...strategy, investment management, client service, and...SeniorWork at office
$146.76k - $278.24k
...**Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...career opportunity for a **Tax Senior Manager, Private Wealth** to join our growing High Net Worth... ...that continues to achieve tremendous growth.* You want to be part of firm is invested...SeniorPrivate practiceLocal areaWorldwide$116k - $216k
...Sr. KPB Relationship Manager Location: 1301 5th Avenue... ...assembles the extended advisory team, including trust,... ...capturing new business growth. Employs and... ...knowledge of financial wealth management services and... ...Certified Financial Planner (CFP) (preferred) Certified...SeniorWork experience placementWork at officeLocal areaFlexible hoursNight shift$100k - $150k
...help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools... ...come. THE ROLE We are looking for a Senior Tax Manager for our Trust and Estates team!...SeniorWork experience placementInternshipFlexible hours$165k - $215k
...and recognized leader in tax, audit, and advisory services, providing a comprehensive... ...solutions designed to support our clients’ growth and expansion. Since day one, our... ...interests. KBF is currently seeking a Senior Manager to join our Emerging Growth team. The KBF...SeniorWork at officeRemote work$140k - $190k
...friends can overlap. We want to help you achieve growth by giving you access to a network of smart and... ...willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant business transactions. We combine...SeniorContract workWork experience placementLocal areaWork from homeFlexible hours$175k - $250k
Job Overview Lead a group of managers who drive the client credit and tax equity relationship, including the full credit process and leading... .... Underwriting. Business acumen. Client solutions advisory. Coaching. Hiring and onboarding. Written communications. Shift...SeniorTemporary workShift workDay shift$90.8k - $149.8k
...opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior you'll play a key role in that growth. Working across all industries, you'll... ...Collaborating with partners, senior managers and clients to influence strategy, balancing...SeniorWork at officeFlexible hours- ...onboarding and offboarding activities Manage HR case intake by documenting employee/manager... ...and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ... ...next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across...SeniorInternshipFlexible hours
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