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 5 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant - Wealth & Client Growth in Lynnwood, WA vacancy
  • 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
    4 days ago
  •  ..., WA to provide exceptional customer service, identify client needs, and assist with financial products. You will play a pivotal role in engaging customers...  ...Coastal to make a real difference in people's lives while pursuing your professional growth. #J-18808-Ljbffr Coastal
    Senior

    Coastal

    Edmonds, WA
    15 hours ago
  • Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning to our existing client base. You will build lasting relationships and deliver...  ...& Health Insurance. This role emphasizes growth, client service, and long-term planning across... 
    Suggested

    Charles Schwab

    Lynnwood, WA
    15 hours ago
  • LPL Financial, based in Edmonds, Washington, is seeking an Associate Financial Advisor to join Olympic Investment Group...  ...and investment strategies while building long-term client relationships in a team-driven, growth-focused office. You will collaborate with experienced... 
    Suggested
    Work at office

    LPL Financial

    Edmonds, WA
    4 days 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
    2 days ago
  • Bank of America in Lynnwood, WA, seeks a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients with specialists to deepen relationships. You will assist... 
    Senior
    Weekend work
    Afternoon shift

    Bank of America

    Lynnwood, WA
    2 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team, engaging with clients to understand their financial objectives and provide tailored advice...  ..., retirement planning, and wealth management strategies. As a Financial Consultant... 

    WealthBridge Financial Group

    Everett, WA
    15 hours ago
  • ISOutsource is seeking a Principal Consultant in Washington state to drive client relationships, assess needs, and...  ...multiple clients. The role emphasizes senior oversight, cross-functional...  ...standards, with opportunities for growth and advancement within a profitable... 

    ISOutsource

    Bothell, WA
    4 days 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
    3 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
    15 hours ago
  • $68.64k - $80k

     ...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

    Lynnwood, WA
    2 days ago
  • Coastal Community Bank is seeking a Sr. Relationship Banker in Edmonds, WA. This role involves delivering top-tier customer service, understanding customer needs, and actively selling banking products. Candidates should have 3-5 years of relevant experience, a solid understanding...
    Senior

    Coastal Community Bank

    Edmonds, WA
    4 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
    2 days ago
  • A financial services firm in Lynnwood is seeking a Wealth Advisor to deliver tailored financial solutions and services. Successful candidates will be highly motivated...  ..., and collaborating with branch staff to meet client needs. The pay range is competitive, reflecting... 

    LPL Financial

    Lynnwood, WA
    2 days ago
  •  ...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Gesa Credit Union...  ...Responsibilities Utilizing a consultative, holistic approach, sales... 
    Work at office
    Local area

    LPL Financial

    Lynnwood, WA
    4 days ago
  • A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory... 

    JPMorgan Chase & Co.

    Everett, WA
    3 days ago
  • $80k - $90k

    Bank of America is seeking a Financial Advisor for its Advisor Development Program at Merrill Wealth Management in Everett, WA. This role focuses on developing client relationships and providing tailored...  ...for substantial career growth through comprehensive training... 

    Bank of America

    Everett, WA
    2 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
    16 hours ago
  • Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, referring to business partners based on client needs, meeting with clients to... 
    Temporary work

    Bank of America

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

    Charles Schwab

    Lynnwood, WA
    2 days ago
  • WealthBridge Financial Group in Everett, WA is seeking a results-oriented Financial Consultant to help clients understand their financial objectives and offer tailored strategies across...  ...investments, retirement planning, and wealth management. You will use advanced... 

    WealthBridge Financial Group

    Everett, WA
    4 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
    15 hours ago
  •  ...planning, and probate firm in Snohomish County, WA, seeks a Senior Associate Attorney to manage a meaningful family law...  ...close-knit, established practice where your work shapes client experience and your growth matters. #J-18808-Ljbffr Law Offices of Tresa A. Sadler,... 
    Senior

    Law Offices of Tresa A. Sadler, PLLC

    Bothell, WA
    4 days ago
  • Cogir Senior Living is seeking a friendly Server to deliver exceptional dining experiences to our senior residents. In this role you will...  ..., health benefits, 401K with company match, paid time off, and growth opportunities in a growth-focused environment. #J-18808-Ljbffr... 
    Senior
    Flexible hours

    Cogir Senior Living

    Edmonds, WA
    2 days ago
  • KeyCorp in Bothell is seeking a Licensed Private Client Banker to serve clients with comprehensive financial planning and advice. You'll develop and maintain strong client relationships while ensuring compliance with banking regulations. The ideal candidate will possess... 
    Hourly pay

    KeyCorp

    Bothell, WA
    4 days ago
  • KeyBank is seeking a Private Client Banker in Bothell, WA, to deliver financial solutions to clients with up to $2M in investable assets. The successful candidate will focus on building long-term relationships, providing tailored financial advice, and ensuring client satisfaction... 

    KeyBank

    Bothell, WA
    15 hours ago
  •  ...are offered. Provide nursing care, administer medications, collaborate with RNs and CNAs, and support residents’ physical and emotional well-being. New grads welcome with strong mentorship and growth opportunities. #J-18808-Ljbffr Alderwood Post Acute & Rehabilitation
    Senior
    Hourly pay
    Full time
    Flexible hours
    Shift work

    Alderwood Post Acute & Rehabilitation

    Lynnwood, WA
    5 days ago
  • $60k - $75k

     ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans...  .... At Fidelity, we empower professional growth, flexibility and support thus enabling long... 
    Full time
    Work at office

    Fidelity Investments

    Lynnwood, WA
    2 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees...  ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch...  ...proactive and disciplined approach to generate growth in their balances. You will help acquire... 
    Immediate start
    Afternoon shift

    Chase

    Everett, WA
    5 hours 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
    5 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!