NewTax Manager JobotTax ManagerSeattle, WA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Founded in 2004 and headquartered in the Pacific Northwest, we provide tax, accounting, and strategic financial consulting services to individuals, businesses, and fiduciaries.
Asset & Wealth Management, Private Wealth Management, Wealth Management Professi Goldman SachsAsset & Wealth Management, Private Wealth Management, Wealth Management ProfessiSeattle, WAFull timeOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
NewTax Experienced Manager, ASC740 bdo consultingTax Experienced Manager, ASC740Seattle, WA$115,000–$165,000 / yearThe Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Managing Director, Intangible Assets Business Valuation bdo consultingManaging Director, Intangible Assets Business ValuationSeattle, WA$250,000–$350,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Valuation & Capital Markets Analytics Managing Director is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion.
NewAssurance Senior Manager bdo consultingAssurance Senior ManagerSeattle, WA$125,000–$155,000 / yearThe Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues. In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
NewManager, Core Tax Services - Corporate Tax/ASC 740 bdo consultingManager, Core Tax Services - Corporate Tax/ASC 740Seattle, WA$102,300–$150,000 / yearThe Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewVP, Wealth Management Advisor - Seattle, WA FidelityVP, Wealth Management Advisor - Seattle, WASeattle, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Wealth Management Advisor - Queen Anne, WA U.S. BancorpWealth Management Advisor - Queen Anne, WASeattle, WA$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. 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.
Wealth Management Advisor - Auburn, WA U.S. BancorpWealth Management Advisor - Auburn, WAAuburn, WA$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. 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.
Wealth Management Advisor - Queen Anne, WA U.S. BankWealth Management Advisor - Queen Anne, WASeattle, WA$65,000–$80,200 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
Wealth Management Advisor U.S. BankWealth Management AdvisorAuburn, WA$65,000–$80,200 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
Key Private Bank Family Wealth Strategist KeyBankKey Private Bank Family Wealth StrategistSeattle, WAFull timeThis senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
J.P. Morgan Wealth Management - Vice President, Wealth Advisor JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Wealth AdvisorSeattle, WAFull timeKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients.
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Analyst | Seattle The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Wealth Management Professional | Analyst | SeattleSeattle, WALeverage your interpersonal skills to contribute to a growing business Act as key relationship manager for ultra-high net worth clients Work closely with Private Wealth Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and existing clients to the firms offerings including but not limited to client reporting, digital capabilities and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors Work with our middle and back office colleagues to ensure an exceptional client experience Execute, process and reconcile trading and other investment related transactions. We are looking for: Bachelors Degree Required 1-3 years of preferred experience in client service and/or the financial industry Ability to work in a fast-paced environment and think clearly under pressure Strong interest in client service Self-motivated and able to work in an autonomous, yet collaborative environment Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Commitment to excellence and a high level of integrity Interest in Financial Services Industry SIE, Series 7 and 63 required (must be obtained within three months of employment).
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)Seattle, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Select Growth Advisor - Seattle, WA (Northgate Way) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Select Growth Advisor - Seattle, WA (Northgate Way)Seattle, WAFull timeDeliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WABellevue, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Mercer Island, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Mercer Island, WAMercer Island, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE)Seattle, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Ballard) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Ballard)Seattle, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Issaquah, WA (East Lake Sammamish) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Issaquah, WA (East Lake Sammamish)Issaquah, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Puyallup, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Puyallup, WAPuyallup, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Key Private Client Wealth Market Leader KeyBankKey Private Client Wealth Market LeaderSeattle, WAFull timeKey has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WABellevue, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE)Seattle, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Bainbridge Island, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bainbridge Island, WABainbridge Island, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway) JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)Seattle, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Select Growth Advisor - Seattle, WA (Northgate Way) JPMorgan ChaseJ.P. Morgan Wealth Management - Select Growth Advisor - Seattle, WA (Northgate Way)Seattle, WAThrough a focus on relationship management, you should be able to grow the practice + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Foster a client-centric planning process and ensure implementation of financial planning strategies + Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients + Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software + Provide a holistic view of clients' needs and financial coaching beyond investments + Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want + Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams **Required qualifications, capabilities, and skills** + A minimum of 4 years of financial services experience + Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + Demonstrated understanding of investment products and services + Understanding of market performance and market trends + Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism. + A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Mercer Island, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Mercer Island, WAMercer Island, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)Seattle, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Everett, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Everett, WAEverett, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WA (Southcenter) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WA (Southcenter)Tukwila, WAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WATukwila, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewWealth Management Client Associate - Grow with Advisors RBCWealth Management Client Associate - Grow with AdvisorsSeattle, WARBC in Seattle is looking for a Client Associate/Registered Client Associate to support our financial advisors and clients by utilizing strong operational and administrative skills. You will be responsible for assisting with account management, demonstrating compliance, and maintaining client relationships in a fast-paced environment.
NewJ.P. Morgan Wealth Management - Executive Director, Wealth Planner, Wealth Planning and Advice (Seat Mac's ListJ.P. Morgan Wealth Management - Executive Director, Wealth Planner, Wealth Planning and Advice (SeatSeattle, WAOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSeattle, WAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Wealth Advisor - Banking Channel Merit Financial AdvisorsWealth Advisor - Banking ChannelSeattle, WARemoteBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The Associate Vice President (AVP), Banking Channel operates as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients introduced through Merit’s bank relationships.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorSeattle, WAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Associate Wealth Advisor - Salal Credit Union LPL Financial Holdings IncAssociate Wealth Advisor - Salal Credit UnionBellevue, WAQualifications: • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills • Strong time management with competing priorities • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners • Ability to analyze and research information with a logical approach to problem solving • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint • 3 years of experience in client service, within the finance sector preferred • Bachelors degree or equivalent in Finance or Business Administration preferred. 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-clients needs.
Associate Wealth Advisor CorientAssociate Wealth AdvisorSeattle, WashingtonCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorBellevue, WA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankSeattle, WashingtonRated 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. 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.
Associate Wealth Advisor International Search ConsultantsAssociate Wealth AdvisorSeattle, WashingtonThis 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.
NewSenior Wealth Advisor & Strategy Lead NFPSenior Wealth Advisor & Strategy LeadSeattle, WAThe ideal candidate has over 5 years of wealth management experience, proposes creative solutions, and possesses excellent communication skills. This role involves crafting tailored investment strategies aligned with client goals and executing sophisticated financial plans.
Wealth Advisor - O Bee Credit Union LPL Financial Holdings IncWealth Advisor - O Bee Credit UnionWA$80,168.40–$90,000 / yearJob 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 - Gesa Credit Union LPL FinancialWealth Advisor - Gesa Credit UnionLynnwood, WashingtonA 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.
NewCFP Wealth Advisor for High-Net-Worth Clients Empirical Wealth ManagementCFP Wealth Advisor for High-Net-Worth ClientsSeattle, WA$100,000–$250,000 / yearEmpirical 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 while providing high-quality advice and service to clients.
NewPrivate Wealth Advisor U.S. BankPrivate Wealth AdvisorSeattle, WashingtonIn 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.