J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Seattle, WASeattle, WAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Licensed Financial Planner (Series 7 & 66) Talent Search PROLicensed Financial Planner (Series 7 & 66)Tukwila, WashingtonJoin a collaborative wealth management team where you'll work closely with experienced advisors, build long-term client relationships, and play a key role in delivering financial planning services to high-net-worth individuals. You'll support and deliver comprehensive financial planning by preparing for client meetings, managing investment portfolios, conducting financial analysis, and helping clients implement personalized wealth strategies.
Financial Planner, CFP® Tschetter GroupFinancial Planner, CFP®Bellevue, WA$100,000–$130,000This role is responsible for preparing and maintaining financial plans, identifying planning opportunities, supporting client meeting preparation and follow-up, and helping ensure consistency in the firm’s planning process and client experience. This position plays a key role in delivering a thoughtful, high-quality planning experience that helps clients gain clarity, confidence, and optimism around their financial lives.
Financial Service Sales Assistant Columbia BankFinancial Service Sales AssistantTacoma, WA$21–$30 / hourStaffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients.
Financial Planner RangeFinancial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.
Senior Financial Planner RangeSenior Financial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
Financial Service Sales Assistant Columbia Banking System, Inc.Financial Service Sales AssistantTacoma, WA$21–$30 / hourStaffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. About the Role: A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients.
Advisor Consultant, Broker Dealer, Pac NW Neuberger Berman Group LLCAdvisor Consultant, Broker Dealer, Pac NWWA$85,000–$100,000 / yearLead and develop the Pac NW territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Senior Associate Wealth Advisor Raymond James Financial IncSenior Associate Wealth AdvisorTukwila, WA$75,000–$83,000 / yearAt 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.
Associate - Harbor Financial Group- Gig Harbor, WA Thrivent Financial for LutheransAssociate - Harbor Financial Group- Gig Harbor, WAGig Harbor, WA$75,000–$90,000 / yearThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
J.P. Morgan Wealth Management - Private Client Advisor - Port Orchard, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Port Orchard, WAPort Orchard, 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 - Bothell, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, 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.
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 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 & 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 - 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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WATukwila, 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 - Lynnwood, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lynnwood, WALynnwood, 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.
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 - Salal Credit Union LPL Financial ServicesAssociate Wealth Advisor - Salal Credit UnionTukwila, WADevelop 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.