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

Client-Centric Wealth Advisor

WealthBridge Financial Group

WealthBridge Financial Group seeks a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored advice and strategies aligned with their goals. You will use advanced financial tools to assess client needs and develop action plans, guidance on investments, retirement, and wealth management. Join a team dedicated to exceptional service and long-term client relationships. #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Client-Centric Wealth Advisor in Seattle, WA vacancy
  • KeyBank seeks a dedicated Teller in Seattle to deliver exceptional in-person client service, process transactions, and resolve servicing issues. You’ll listen for financial wellness opportunities and smoothly transition clients to a Banker for deeper guidance. The role... 
    Suggested

    Key Bank

    Seattle, WA
    4 days ago
  • 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... 
    Suggested

    JPMorganChase

    Seattle, WA
    4 days 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... 
    Suggested

    Charles Schwab

    Bellevue, 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... 
    Suggested

    UBS

    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... 
    Suggested

    Aumni

    Seattle, WA
    1 day ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs. A successful candidate should have... 

    TwinThread

    Mercer Island, WA
    13 hours ago
  • $100k - $250k

    Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join our fast-growing firm. Candidates should be dedicated to growing a practice...  ...high-quality advice and service to clients. The ideal candidate will have a four-year degree... 

    Empirical Wealth Management

    Seattle, WA
    13 hours ago
  •  ...partner with bank branches in the Seattle area. You will deliver Non-Deposit Investment Products (NDIPs) and financial solutions to clients, managing an assigned book and driving cross-sell opportunities. The role requires active securities licenses (Series 7/63/65/66... 

    Jobtailor

    Seattle, WA
    1 day ago
  • Charles Schwab is hiring a Wealth Advisor to join Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals. This role emphasizes on-site collaboration and in-depth... 

    Charles Schwab

    Bellevue, WA
    1 day ago
  • The Misch Group is seeking an experienced Financial Advisor to join our independent wealth-management team in Washington. You will guide clients through comprehensive planning, retirement income strategies, and ongoing asset management to help them reach their financial... 

    The Misch Group

    Seattle, WA
    13 hours ago
  • Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to serve as a dedicated advisor at the local branch network in Washington...  ...deposit investment products and advisory solutions to retail clients, building relationships with branch staff and centers of... 
    Local area

    LPL Financial

    Bellevue, WA
    2 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
  • 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... 

    JPMorganChase

    Mercer Island, WA
    4 days ago
  • Highland Private Wealth Management, with Bellevue and Ellensburg locations, seeks an experienced Wealth Advisor. You will build a personal book of business, manage client relationships, and participate in investment strategy discussions. On-site role with potential remote... 
    Remote work

    Hightower Advisors

    Bellevue, WA
    2 days ago
  • JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build lasting client relationships and coordinate with partners to deliver... 

    JPMorgan Chase & Co.

    Bellevue, WA
    4 days ago
  •  ...family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-...  ..., operations, and investment teams to deliver comprehensive wealth management solutions and service to clients. #J-18808-Ljbffr... 
    Work at office

    Whittier Trust Company

    Seattle, WA
    2 days ago
  • Bank of America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish. You will collaborate with Wealth Strategy Specialists to gather information, run analyses and develop integrated planning solutions for high-net-... 

    Bank of America

    Seattle, WA
    1 day ago
  • Cache Valley Bank is seeking a customer service oriented professional to support financial service functions and build strong relationships with customers. The role emphasizes accuracy, ethical conduct and adherence to bank procedures. You will collaborate with branch staff...

    Cache Valley Bank

    Seattle, WA
    1 day ago
  • Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized financial planning. You will leverage an existing client base and institutional feeders of business, supported by Fidelity... 

    Soteria Reinsurance Ltd.

    Bellevue, WA
    4 days ago
  •  ...Financial Consultant to join our Seattle team. You will engage with clients to understand their financial objectives and provide tailored...  ...their goals, including investments, retirement planning, and wealth management. You will utilize advanced financial tools and... 

    WealthBridge Financial Group

    Seattle, WA
    13 hours ago
  • Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Mercer Island, WA. This role requires obtaining industry licenses and training in client relationship management. Responsibilities include managing client relationships and delivering financial... 

    Bank of America

    Mercer Island, WA
    4 days ago
  •  ...Financial Group is seeking a dedicated Financial Consultant to engage with clients, understand their financial objectives, and offer tailored advice across investments, retirement planning, and wealth management. You will use advanced financial tools and analytics to... 

    WealthBridge Financial Group

    Seattle, WA
    13 hours ago
  • Brighton Jones in Seattle seeks an accomplished Wealth Advisor to lead client engagements, collaborate with Lead Advisor, and deliver comprehensive financial planning to high‑net‑worth clients. You will review portfolios, prepare CNA/SAA/VFA deliverables, and coordinate... 

    Brighton Jones

    Seattle, WA
    13 hours ago
  • 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... 

    JPMorgan Chase & Co.

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

    Charles Schwab

    Bellevue, WA
    1 day ago
  • JPMorgan Chase in Seattle, WA is seeking a Private Client Banker to manage the full banking relationship for affluent clients and other customers. You will drive growth by referrals, coordinate with Specialists, and promote convenient self-service access while ensuring... 

    JPMorgan Chase

    Seattle, WA
    4 days ago
  • ExpertHiring in Bellevue, Washington is seeking a Financial Planning Associate to support a Lead Financial Planner. You will prepare for client meetings, gather data, and help with Investment Policy Statements and asset allocation. You will also assist in trading and... 

    ExpertHiring

    Bellevue, WA
    3 days ago
  • $24.52 - $37.5 per hour

     ...California Avenue SW - Seattle, Washington 98116-4412 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire... 
    Hourly pay
    Temporary work
    Day shift

    Key Bank

    Seattle, WA
    2 days ago
  • $25 - $38.46 per hour

     ...Rainier Avenue S - Seattle, Washington 98118 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire... 
    Hourly pay
    Full time
    Work experience placement
    Immediate start
    Flexible hours
    Day shift

    Key Bank

    Seattle, WA
    4 days ago
  • $84k - $96k

     ...Description Summary: Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate...  ...opportunity to work with a planning centric team dedicated to creating...  ...advice based on each of our unique clients' goals and aspirations. The position... 
    Work at office
    Local area
    Remote work
    2 days per week

    LE0123 Focus Partners Wealth LLC

    Bellevue, WA
    4 days ago

Do you want to receive more vacancies?

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