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

Wealth Advisor

Swickard Auto Group

Swickard Auto Group, representing Volvo Cars Seattle, is seeking a Senior Service Advisor. You will manage guest relationships, deliver premium service experiences, and translate complex repair details into clear, actionable recommendations. Ideal candidates have 3+ years in a franchised dealership, a track record of high CSI/NPS, and a hospitality-driven approach to service. Great career path for growth into service management within a premium brand. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Seattle, WA vacancy
  • The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior... 
    Suggested
    Full time

    LPL Financial

    Bellevue, WA
    4 days ago
  • $80k - $90k

    A leading financial services institution is seeking a Financial Advisor in Seattle, WA to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to identify needs, develop relationships, and recommend appropriate investment... 
    Suggested

    Bank of America

    Seattle, WA
    2 days ago
  • Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning guidance to Schwab clients, helping them reach their goals. You will grow your practice through client referrals, networking and asset consolidation, collaborating with... 
    Suggested

    Charles Schwab

    Seattle, WA
    2 days ago
  •  ...over year through both referral-driven new business and lateral advisor hires. This role involves both growing a book through new...  ...process improvements Requirements 2+ years as a financial advisor/wealth advisor with direct client-facing planning experience Proven track... 
    Suggested
    Local area

    JCW Group

    Bellevue, WA
    5 days ago
  •  ...thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution.... 
    Suggested

    CFA Institute

    Bellevue, WA
    2 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate will manage client relationships, deliver personalized investment solutions, and support clients in achieving their... 

    Aumni

    Seattle, WA
    2 days ago
  •  ...objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. #J-18808-Ljbffr... 

    WealthBridge Financial Group

    Bellevue, WA
    1 day ago
  • $60k - $125k

     ...A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications... 

    Goldman Sachs Group, Inc.

    Seattle, WA
    4 days ago
  •  ...JCW Group in Bellevue, WA is seeking an experienced financial advisor to grow a client book through new acquisitions while delivering holistic planning across retirement, tax, estate, and cash flow. The role emphasizes collaboration with internal investment and tax teams... 

    JCW Group

    Bellevue, WA
    4 days ago
  •  ...Empower Annuity Insurance Company of America seeks a Senior Private Wealth Advisor, Practice Lead in Seattle to guide high-net-worth clients with strategic financial planning and proactive relationship management. You will lead a client team, deliver personalized advice... 
    Private practice

    Empower Annuity Insurance Company of America

    Seattle, WA
    5 days ago
  •  ...Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create... 

    Charles Schwab

    Bellevue, WA
    1 day ago
  •  ...A leading financial institution is looking for a Private Client Advisor to focus on affluent clients and provide tailored investment solutions. The role involves growing client relationships, conducting comprehensive financial plans, and collaborating with branch teams... 

    Key Bank

    Seattle, WA
    4 days ago
  • $125k - $200k

     ...families to enjoy a full life, while enabling them to preserve their wealth for future generations and provide for the people, causes and...  ...would like to meet you. Responsibilities Collaborate with lead advisors to manage the client service experience, oversee task lists and... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Seattle, WA
    1 day ago
  •  ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm... 
    Work at office

    International Search Consultants

    Seattle, WA
    5 days ago
  •  ...Please closely read the job requirements before applying. Thanks! A Seattle-area RIA has asked us to help them fill two new Wealth Advisor openings, onsite five days a week north of the city. This is a 100-person RIA in serious growth mode. Sales acumen is required, but... 
    Work at office

    JCW Group

    Seattle, WA
    4 days ago
  •  ...J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients and families. The role requires a minimum of two years as a Financial Advisor and expertise in delivering personalized investment... 

    Next Frontier Capital

    Seattle, WA
    4 days ago
  •  ...Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored...  ...clients’ financial goals and leverage the full suite of Lido Advisors’ services. Collaborate with Client-Service Teams: Work closely... 

    Jobtailor

    Bellevue, WA
    1 day ago
  • **Responsibilities**Primary role is as secondary advisor**Qualifications & Requirements**4-8 years' experienceAdvanced knowledge of financial...  ..., capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and... 
    Permanent employment
    Work at office

    Corient Private Wealth LLC.

    Seattle, WA
    2 days 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 you to join our employee advisor model as a Wealth Advisor affiliated with... 
    Work at office
    Local area

    LPL Financial

    Bellevue, WA
    3 days ago
  • $96.6k - $155.7k

     ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and...  ...like to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Capital Partners

    Seattle, WA
    4 days ago
  • $125.4k - $181.88k

     ...your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Empower Annuity Insurance Company of America

    Seattle, WA
    5 days ago
  • $100k - $130k

     ...Location : Seattle, WA (Hybrid) Our client is an established, growing private wealth management firm seeking a **Associate Wealth Advisor**, an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This person is a... 
    Full time
    Work at office

    Claire Myers Consulting

    Seattle, WA
    2 days ago
  • $82.6k - $162.8k

    Position Summary Today’s finance leaders face increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite...
    Local area
    Visa sponsorship

    Deloitte

    Seattle, WA
    4 days ago
  • A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client... 
    Work at office

    International Search Consultants

    Seattle, WA
    16 hours ago
  • 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... 

    Charles Schwab

    Bellevue, WA
    4 days ago
  • Equitable Advisors in Seattle, WA, seeks motivated candidates for a financial professional role focused on client engagement, financial strategy development, and tailored services. The ideal candidate holds a Bachelor's degree, has strong communication skills, and is driven... 

    Equitable Advisors

    Seattle, WA
    4 days ago
  • JPMorganChase is seeking a Financial Advisor in Seattle, Washington, to build strong client relationships and deliver personalized investment solutions. The ideal candidate will have a strong understanding of financial markets and hold relevant licenses (Series 7, Series... 

    JPMorganChase

    Seattle, WA
    2 days ago
  • $94k - $175k

     ...clients. This role includes leading fiduciary advice delivery, analyzing estate planning documents, and collaborating with external advisors. Candidates should have over 10 years of experience in fiduciary matters and a deep understanding of client relationships. The... 

    KeyBank

    Seattle, WA
    3 days ago
  • UBS in the United States seeks a Senior Wealth Management Banker in Bellevue, WA to join the Banking Field Engagement Team and solve client needs through trusted advisor relationships. You’ll engage Financial Advisors, branch staff and clients to deliver banking solutions... 

    UBS

    Bellevue, WA
    3 days ago
  • $125k - $200k

    A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication... 

    Corient

    Seattle, WA
    16 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!