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Bank of America

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Private Client Advisor II
Seen active today Posted Apr 14
Seattle, WA, United States Senior Full Time

Role highlights

  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Wealth Management Client Associate
Seen active yesterday Posted Aug 13
Seattle, WA, United States Entry Full Time $25-44/hr

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Hightower

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Associate- Highland Private Wealth Management
Seen active 2 days ago Posted Aug 12
Bellevue, WA, United States Entry $70k-80k/yr

Role highlights

  • Your Future Team Highland is a rapidly growing wealth management practice that specializes in helping clients maximize their opportunities…
  • Assist with tax, estate, insurance, portfolio, and cash flow analyses.

Empower

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Senior Private Wealth Advisor - Practice Lead - Seattle region
Seen active today Posted Aug 3
Seattle, WA, United States Senior Full Time $125.4k-181.9k/yr

Role highlights

  • The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high-net-worth clients achieve long-term financial success b…
  • What You Will Bring Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience 10+ years…

Fidelity Investments Careers

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VP, Wealth Management Advisor - Seattle, WA
Seen active today Posted Jul 21
Bellevue, WA, United States Senior $96k-210k/yr

Role highlights

  • Job Description Job Description The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehens…
  • Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Registered Wealth Management Client Associate
Seen active yesterday Posted Jul 20
Des Moines, WA, United States Entry Full Time $26.50-45/hr

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Focus Financial Partners

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Wealth Manager
Seen active today Posted Jun 12
Seattle, WA, United States Mid $150k-250k/yr

Role highlights

  • The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client’s…
  • Qualifications The Wealth Manager role is highly impactful within the firm and with clients.

Network Firms

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Wealth Manager
Seen active yesterday Posted Jun 12
Seattle, WA, United States Mid $150k-250k/yr

Role highlights

  • The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client’s…
  • Qualifications The Wealth Manager role is highly impactful within the firm and with clients.

U.S. Bank National Association

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Wealth Management Advisor - Queen Anne, WA
Seen active today Posted Jun 8
Seattle, WA, United States Mid Full Time $65k/yr

Role highlights

  • Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the…
  • Basic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales…

Corient Services LLC

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Associate Wealth Advisor
Seen active yesterday Posted May 20
Seattle, WA, United States Entry Full Time $96.6k-122k/yr

Role highlights

  • We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an…
  • Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relat…

Lplfinancial

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Wealth Advisor - Mechanics Bank
Seen active yesterday Posted Apr 28
Bellevue, WA, United States Mid Full Time $68.6k-80k/yr

Role highlights

  • This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with…
  • Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver…

94-1687665 Bank of America, National Association

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Private Client Advisor II
Seen active yesterday Posted Apr 14
Seattle, WA, United States Senior Full Time $100k-275k/yr

Role highlights

  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

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Wealth Management Client Associate
Seen active yesterday Posted Aug 14
Des Moines, WA, United States Entry Full Time $25-44/hr

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

TIAA

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Wealth Advisor
Seen active today Posted Mar 31
Seattle, WA, United States Mid

Role highlights

  • Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indica…
  • The Wealth Advisor partners with their team to grow their collective book through client referrals.

LPL Financial

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Wealth Advisor - Gesa Credit Union
Seen active yesterday Posted Mar 17
Seattle, WA, United States Mid Full Time

Role highlights

  • This exciting opportunity at Gesa Credit Union invites you to join our employee advisor model as a Wealth Advisor with…
  • Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver…

More roles at LPL Financial

HSBC Global Services Limited

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Wealth Relationship Manager
Seen active today Posted Aug 18
Seattle, WA, United States Mid

Role highlights

  • The Opportunity As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer and service teams to build…
  • The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning.

More roles at HSBC Global Services Limited

Wells Fargo

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Client Associate
Seen active today Posted Aug 18
Bellevue, WA, United States Entry Full Time

Role highlights

  • There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensur…
  • Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture…

Edelman Financial Engines, LLC

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Client Service Associate
Seen active today Posted Aug 14
Lynnwood, WA, United States Entry $54k-71k/yr

Role highlights

  • Supervise client account activity, researching and resolving issues Prepare and review all new account paperwork to ensure documents are co…
  • As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing…

More roles at Edelman Financial Engines, LLC

Bryn Mawr Trust Advisors, LLC

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Associate Financial Advisor
Seen active 2 days ago Posted Aug 14
Bellevue, WA, United States Entry Full Time $77.4k-127.1k/yr

Role highlights

  • Designed for individuals developing advisory skills, client relationship management, and technical knowledge, this position serves as a pat…
  • The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solut…

More roles at Bryn Mawr Trust Advisors, LLC

U.S. Bank National Association

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Global Corporate Trust (GCT) Client Manager
Seen active today Posted Aug 12
Seattle, WA, United States Mid Full Time $124.7k-152.3k/yr

Role highlights

  • Job Description In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate…
  • Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations f…

Invesco Distributors Inc.

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Client Service Associate
Seen active 3 days ago Posted Aug 11
Seattle, WA, United States Entry Full Time $80k-85k/yr

Role highlights

  • The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class…
  • We are looking for our next Client Service Associate to support our growing business.

Seattle Credit Union

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Member Consultant - Beacon Hill
Seen active today Posted Aug 7
Seattle, WA, United States Mid $22-29/hr

Role highlights

  • Serve as a consultant to members regarding financial wellness by actively listening and identifying appropriate products, knowledge, and so…
  • Develop and maintain strong relationships with key members and community partners.

More roles at Seattle Credit Union

Bank of America

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Financial Solutions Advisor Registration Candidate- South Puget...
Seen active today Posted Aug 6
Bainbridge Island, WA, United States Entry Full Time $28.85-33.65/hr

Role highlights

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients ach…
  • Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next…

Jambalaya Group

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Client Service Specialist
Seen active today Posted Aug 5
Edmonds, WA, United States Mid Full Time

Role highlights

  • We’re Hiring: Client Service Specialist – Edmonds, WA Sage Advisor Group | Hybrid (In-Office Initially) | Full-Time Are you passionate…
  • Responsibilities include: Serve as the first point of contact for clients by answering incoming calls and acting as a professional…

More roles at Jambalaya Group

CCSI CC Services, Inc.

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Financial Advisor - Kennewick, WA
Seen active yesterday Posted Aug 5
Des Moines, WA, United States Entry Full Time

Role highlights

  • The Career COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients.
  • Qualifications Successful COUNTRY Trust Bank® Financial Advisors are: Entrepreneurial and self-motivated.
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