UNKNOWN

ADAPTED_NOW

Martel clients are established professionals and families in the Portland/Vancouver metro area who have built real financial complexity and want a local team with the expertise and longevity to help them navigate it. Typical clients include: Near-retirees and retirees (typically age 45–80+) navigating the highest-stakes planning window: retirement timing, drawdown strategy, Social Security, healthcare, and estate planning.

YEAR

Aspen Standard Wealth

Financial Advisor

JobTarget

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Jobot

Tax Manager

FEED

Own regional recruiting results, including revenue, AUM, advisor headcount growth, and strategic acquisition outcomes associated with experienced financial advisors, advisor teams, and other growth opportunities. This Vice President serves as a strategic advisor to Territory and field leadership and is accountable for advisor acquisition results, recruiting productivity, recruiting economics, and overall business impact.

Prudential Financial Inc

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual)

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In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

U.S. Bank

Private Wealth Management Senior Private Wealth Advisor

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Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients. 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.

LPL Financial

Associate Wealth Advisor - Salal Credit Union

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Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Focus Partners Wealth

Associate Wealth Advisor

The Colony Group, LLC

About the Wealth Advisor's Role: As a member of the DS Baker Advisors team, the primary role of the Wealth Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts. About DS Baker Advisors: This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey.

Baker Boyer Bank

Wealth Advisor

Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.

LPL Financial Holdings Inc

Wealth Advisor - Mechanics Bank

Actively calls and develops high value prospects and clients of the Bank to market trust and investment management services, as well as works with centers of influence to cultivate similar types of business opportunities. This individual will partner with business line leaders to develop and execute effective wealth management strategies targeted at acquiring, deepening, and retaining wealth management and banking clients.

Riverview Bancorp Inc

Senior Wealth Advisor

This position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.

International Search Consultants

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.

Raymond James Financial Inc

Senior Associate Wealth Advisor

LPL Financial Services

U.S. Bancorp

PWM Senior Private Wealth Advisor

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

Wealth Advisor - O Bee Credit Union

Wealth Advisor - Banner Bank

Wealth Advisor - Gesa Credit Union

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

Gesa Credit Union - Wealth Advisor

Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.

Wealth Advisor Jobs in Washington

Financial Advisor Aspen Standard Wealth

Tax Manager Jobot

VP, Wealth Management Recruiting - Prudential Wealth Advisors (Virtual) Prudential Financial Inc

Private Wealth Management Senior Private Wealth Advisor U.S. Bank

Associate Wealth Advisor - Salal Credit Union LPL Financial

Associate Wealth Advisor Focus Partners Wealth

Associate Wealth Advisor The Colony Group, LLC

Wealth Advisor Baker Boyer Bank

Wealth Advisor - Mechanics Bank LPL Financial Holdings Inc

Senior Wealth Advisor Riverview Bancorp Inc

Associate Wealth Advisor International Search Consultants

Senior Associate Wealth Advisor Raymond James Financial Inc

Associate Wealth Advisor - Salal Credit Union LPL Financial Services

PWM Senior Private Wealth Advisor U.S. Bancorp

Wealth Advisor - O Bee Credit Union LPL Financial Holdings Inc

Wealth Advisor - Banner Bank LPL Financial Holdings Inc

Wealth Advisor - Gesa Credit Union LPL Financial Holdings Inc

Gesa Credit Union - Wealth Advisor LPL Financial

Director - Wealth Advisor Freestone Capital Management

Senior Wealth Advisor Riverview Community Bank

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