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

Senior Financial Consultant - Wealth & Client Growth

Charles Schwab

Charles Schwab in Lynnwood, WA is seeking a Financial Consultant to provide wealth management and financial planning to existing Schwab clients. You’ll build trusted relationships, offer guidance, and help clients pursue their financial goals. Over time, you’ll grow your practice through client asset consolidation, networking, and referrals, with support from Schwab specialists and a collaborative, development‑oriented culture. #J-18808-Ljbffr Charles Schwab

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant - Wealth & Client Growth in Lynnwood, WA vacancy
  • 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... 
    Suggested

    JPMorgan Chase & Co.

    Lynnwood, WA
    3 days ago
  • Charles Schwab is 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...  ...and fosters a culture of professional growth and collaboration. #J-18808-Ljbffr... 
    Senior

    Charles Schwab

    Lynnwood, WA
    6 days ago
  • 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
    4 days ago
  • Mechanics Bank, in partnership with LPL Financial, invites you to join our employee advisor model as a Wealth Advisor serving local clients in Seattle-area branches. This on-site role requires delivering holistic financial solutions across brokerage, advisory, and insurance... 
    Suggested
    Local area

    LPL Financial

    Lynnwood, WA
    1 day ago
  • $156k - $249.6k

     .... is seeking a Bonneville Power Administration Client Team Leader to manage client relationships and market growth across Oregon and Washington. The role entails...  ...have at least 15 years of experience in utility consulting, a PE license, and a strong background in strategic... 
    Senior

    David Evans and Associates, Inc.

    Woodinville, WA
    4 days ago
  • Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to join our on-site team in the Seattle metro area. You will provide holistic financial solutions, build lasting client relationships, and help clients meet their investment and insurance goals. Responsibilities... 

    LPL Financial

    Everett, WA
    1 day ago
  • $15 per hour

     ...Financial Solutions Advisor At Bank of America, we are guided by a...  ...every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders...  ...your education. As a Senior FSA, you can look forward to:... 
    Senior
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Lake Forest Park, WA
    2 days ago
  • David Evans and Associates, Inc. is seeking a Bonneville Power Administration Client Team Leader in Everett, WA. This senior role involves owning BPA relationships and leading market strategy for power delivery across the Pacific Northwest. The ideal candidate will bring... 
    Senior
    Flexible hours

    David Evans and Associates, Inc.

    Everett, WA
    3 days ago
  •  ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites...  ...Responsibilities: Utilizing a consultative, holistic approach, sales... 
    Work at office
    Local area

    LPL Financial

    Mountlake Terrace, WA
    2 days ago
  •  ...firm’s commitment to helping clients own their financial futures. In this exciting...  ...opportunities.     As a Financial Consultant at Schwab, you will be...  ..., providing them with wealth management and financial planning...  ...future. We champion your growth through meaningful work,... 
    Full time

    Charles Schwab

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

    JPMorganChase

    Everett, WA
    4 days ago
  • LPL Financial, in partnership with Gesa Credit Union, invites you to join our employee advisor model as a Wealth Advisor at a Gesa Credit Union branch. You will deliver Non-Deposit Investment...  ...Products and advisory services to clients, building trusted relationships across... 

    LPL Financial

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

    Bank of America is looking for a Financial Solutions Advisor Stage I in Lynnwood, WA. This entry...  ...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
    3 days ago
  • LPL Financial collaborates with credit unions to provide a comprehensive...  ...services tailored to their clients needs. This exciting...  ...employee advisor model as a Wealth Advisor with LPL Financial. Gesa...  ...Responsibilities: Utilizing a consultative, holistic approach, sales process... 
    Work at office
    Local area

    LPL Financial

    Lynnwood, WA
    5 days ago
  • Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to provide holistic, needs-based financial solutions to clients at our Seattle-area branches. This on-site role emphasizes building trusted relationships and delivering comprehensive brokerage, advisory... 

    LPL Financial

    Mountlake Terrace, WA
    1 day ago
  • $103k - $138k

     ...Responsibilities: “Explore with us” in Seattle as Terracon’s next Senior Client Development Specialist! For this opportunity, our new...  ...Northwest to connect clients with solutions, support strategic growth initiatives, and enhance the overall client experience. The ideal... 
    Senior
    Work experience placement
    Work at office
    Local area

    Terracon

    Lynnwood, WA
    3 days 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 wellness... 

    KeyBank

    Woodinville, WA
    3 days ago
  • $50k - $85k

     ...At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we...  ...Financial Group A Private Wealth Advisory Practice of...  ...to the continued growth and continuity of the practice...  ...Partner closely with senior advisors and... 
    Full time
    Part time
    Traineeship
    Private practice
    Work at office
    Monday to Friday

    Ameriprise Financial

    Edmonds, WA
    4 days ago
  • KeyBank in Mukilteo, WA is seeking a Lead Teller to enhance client experience, coach tellers, and ensure branch operations meet regulatory standards. You will identify opportunities for financial wellness, transition clients to bankers, and support daily teller activities... 
    Senior

    KeyBank

    Mukilteo, WA
    1 day ago
  • Cogir Senior Living seeks a friendly Server to deliver exceptional dining experiences for our senior residents. You will provide professional...  ...with residents in a supportive environment that values growth. Flexible schedules, training opportunities, and benefits align... 
    Senior
    Flexible hours

    Cogir Senior Living

    Edmonds, WA
    4 days ago
  • $65k - $80k

    Associate Financial Advisor (AFA) Soundview Financial Group A Private Wealth Advisory Practice of Ameriprise Financial...  ...to the continued growth and continuity of the...  ...responsibility for client relationships over time...  ...Partner closely with senior advisors and operational... 
    Private practice
    Work at office
    Monday to Friday

    Ameriprise Financial

    Edmonds, WA
    5 days ago
  •  ..., a family-like culture, and comprehensive benefits. Join a team that prioritizes resident comfort and safety with opportunities for growth, mentorship, and ongoing training. Paperless onboarding and flexible scheduling available. #J-18808-Ljbffr Alderwood-Post-Acute-
    Senior
    Daily paid
    Full time
    Flexible hours
    Shift work

    Alderwood-Post-Acute-

    Lynnwood, WA
    3 days ago
  • Bank of America is looking for a Financial Solutions Advisor Stage I in Bothell, WA. In this role, you...  ...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
    3 days ago
  •  ...non-deposit investment products and advisory services to retail clients, building strong relationships with branch staff and centers of...  ...record in investment products. You will provide needs-based financial planning and cross-sell insurance solutions while maintaining regulatory... 

    Jobtailor

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

    Edward Jones

    Bothell, WA
    3 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 personalized investment solutions for individuals and families. You will build lasting client relationships, provide advised... 

    Next Frontier Capital

    Everett, WA
    2 days ago
  •  ...prospective customers Provide advice-based financial solutions for an assigned book of...  ...investments and insurance solutions from retail clients Establish strong partnerships with...  ...and Centers of Influence Utilize a consultative, holistic approach, sales process, and... 
    Work at office

    Jobtailor

    Lynnwood, WA
    3 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
    5 days ago
  • LPL Financial collaborates with Mechanics Bank to place a Wealth Advisor affiliated with LPL Financial in the Seattle area. You will be the dedicated representative...  ...comprehensive, needs-based financial solutions to clients and prospects. The role emphasizes building strong... 
    Local area

    LPL Financial LLC

    Everett, WA
    6 days ago
  • Bank of America in Lynnwood, WA is seeking a Client Service Associate to engage clients in the lobby, educate on self‑service resources, and process cash transactions accurately and efficiently. You will build relationships, follow compliant processes, and connect clients... 
    Flexible hours

    Bank of America

    Lynnwood, WA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Consultant - Wealth & Client Growth. Be the first to apply!