We have other current jobs related to this field that you can find below
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Seattle, Washington, United States One Oak Wealth Management Full timeAbout One Oak Wealth Management: Are you passionate about fostering strong and meaningful connections with clients in a boutique wealth management environment? At One Oak Wealth Management, we are dedicated to assisting clients in achieving their financial aspirations while positively influencing future generations. Our firm offers a comprehensive suite of...
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Seattle, Washington, United States One Oak Wealth Management Full timeAbout One Oak Wealth Management: We are a distinguished boutique firm specializing in wealth management, dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations.Position Summary: We are currently in search of a...
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Seattle, Washington, United States One Oak Wealth Management Full timeAbout One Oak Wealth Management: We are a distinguished boutique firm dedicated to fostering profound and impactful relationships with our clientele. Our mission is to assist clients in realizing their financial aspirations while contributing positively to future generations. As a comprehensive wealth advisory firm, we offer a wide array of financial...
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Wealth Management
2 weeks ago
Seattle, United States One Oak Wealth Management Full timeAbout Us: Are you interested in working for a boutique wealth management firm that prides itself on building deep and meaningful relationships with our clients? Do you enjoy helping clients achieve their financial goals and making a positive impact on the next generation of clients? If so, then One Oak Wealth Management is the firm for you. We are a growing...
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Wealth Management
1 month ago
Seattle, United States One Oak Wealth Management Full timeAbout Us: Are you interested in working for a boutique wealth management firm that prides itself on building deep and meaningful relationships with our clients? Do you enjoy helping clients achieve their financial goals and making a positive impact on the next generation of clients? If so, then One Oak Wealth Management is the firm for you. We are a growing...
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Wealth Management
1 month ago
Seattle, United States One Oak Wealth Management Full timeAbout Us: Are you interested in working for a boutique wealth management firm that prides itself on building deep and meaningful relationships with our clients? Do you enjoy helping clients achieve their financial goals and making a positive impact on the next generation of clients? If so, then One Oak Wealth Management is the firm for you. We are a growing...
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Wealth Manager
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Seattle, United States Garde Capital, Inc. Full timeTitle/Position Available: Wealth ManagerLocation: Seattle, WADescription:We are seeking a wealth management service advisor to execute our proprietary Wealth Management process for new and existing clients. This advisor would be partnered with a senior advisor and would be primarily focused on working with current clients of the firm to deliver a world...
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Wealth Manager
3 months ago
Seattle, United States Garde Capital, Inc. Full timeTitle/Position Available: Wealth ManagerLocation: Seattle, WADescription:We are seeking a wealth management service advisor to execute our proprietary Wealth Management process for new and existing clients. This advisor would be partnered with a senior advisor and would be primarily focused on working with current clients of the firm to deliver a world...
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Office Manager/Administrator
1 month ago
Seattle, United States Coldstream Wealth Management Full timeJob DescriptionJob DescriptionColdstream Wealth Management is looking for an engaging, polished Office Manager/Administrator to support our clients and team at our Seattle office. This is a great opportunity to utilize your administrative skills and learn about the financial services industry!This position reports to the HR Director and manages all front...
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Wealth Management Tax Specialist
6 days ago
Seattle, Washington, United States Charles Schwab Full timePosition Type: Regular Your opportunity Charles Schwab's Wealth and Advice Solutions represents a comprehensive Wealth Management division, renowned for its exceptional personal relationships, specialized services, and continuous advice grounded in a strategic investment approach. The Wealth Strategies Consulting Group is dedicated to addressing the...
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Wealth Management Consultant
22 hours ago
Seattle, Washington, United States Jobot Full timeExciting Opportunity for a Certified Financial PlannerAs a personal Chief Financial Officer, you will oversee clients' wealth strategies. This role is hosted by Jobot, a leader in the financial services industry.Salary:$85,000 - $135,000 per yearAbout Us:Our firm has established itself as a premier organization, committed to creating an exceptional...
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Client Wealth Advisor
6 days ago
Seattle, Washington, United States Garde Capital, Inc. Full timePosition Title: Wealth ManagerLocation: Seattle, WAOverview:Garde Capital, Inc. is in search of a dedicated wealth management advisor to implement our unique Wealth Management framework for both new and existing clientele. This role involves collaboration with a senior advisor, focusing primarily on enhancing the wealth management experience for our current...
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Senior Wealth Advisor
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Seattle, Washington, United States Garde Capital, Inc. Full timePosition Title: Wealth ManagerLocation: Seattle, WARole Overview:Garde Capital, Inc. is on the lookout for a dedicated wealth management advisor to implement our unique Wealth Management methodology for both new and existing clientele. This role will involve collaboration with a senior advisor, primarily focusing on enhancing the experience of our current...
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Senior Wealth Manager
3 months ago
Seattle, United States Laird Norton Wetherby Full timeLOCATION: SEATTLE, WA The Senior Wealth Manager is dedicated to building and maintaining a trusted advisor relationship with each client. Services include comprehensive trust and estate planning, trust management, and wealth management for complex trust clients. This position is a senior member of our trust team and responsible for a variety of trust...
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Senior Wealth Management Advisor
1 day ago
Seattle, Washington, United States U.S. Bank Full timeAbout U.S. BankAt U.S. Bank, we are dedicated to empowering our clients and the communities we serve to make informed financial choices and foster growth. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore your strengths and passions from the...
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Seattle, Washington, United States Monroe Capital LLC Full timeAll Jobs > Director, Business Development, Wealth Management Solutions - Pacific Northwest Director, Business Development, Wealth Management Solutions - Pacific Northwest Fully Remote • Seattle Full-time Description Monroe Capital is seeking an investment Business Development professional to help support and promote the firm's Private Credit...
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Seattle, Washington, United States WELLS FARGO BANK Full timeAbout the Position:Wells Fargo is in search of a Senior Coordinator for Wealth Management Banking to join our Banking, Lending, and Trust division. This role is pivotal in ensuring that our clients receive exceptional service and support.Key Responsibilities:Assist seasoned Private Bankers with account management, sales initiatives, risk assessment, and...
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Seattle, Washington, United States WELLS FARGO BANK Full timeAbout Wells Fargo:Wells Fargo is committed to placing our customers at the forefront of our operations. We value diversity, equity, and inclusion, fostering a workplace where every individual feels appreciated and motivated.Position Overview:We are in search of a Senior Wealth Management Banking Coordinator (SAFE) within our Banking, Lending, and Trust...
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Seattle, United States Monroe Capital LLC Full timeAll Jobs > Director, Business Development, Wealth Management Solutions - Pacific Northwest Director, Business Development, Wealth Management Solutions - Pacific Northwest Fully Remote • Seattle Full-time Description Monroe Capital is seeking an investment Business Development professional to help support and promote the firm’s Private...
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Financial Wealth Consultant
6 days ago
Seattle, Washington, United States Corient Full timeEmpower Your Career in Wealth ManagementAt Corient, we specialize in assisting high-net-worth individuals and families in achieving their financial aspirations while safeguarding their wealth for future generations. Our mission is to exceed client expectations, simplify their financial lives, and create enduring legacies. We are in search of dedicated and...
Wealth Management
2 months ago
Position Overview: We are seeking a Client Service Administrative Associate to support our Seattle and Southern California offices. You play a critical role in our firm as the first point of contact for our clients by answering inbound calls, responding to their inquiries, and processing customer requests. In addition, you are a key team player in planning, participating, and following up on client financial management and financial planning reviews.
We are looking for a qualified, dynamic individual who is seeking a wealth advisory career path. Ideally this person would be interested in progressing toward a financial advisory role. The ideal candidate demonstrates superior problem resolution skills, the ability to effectively influence others and use of consultative skills to enrich the customer experience. You should be technological savvy, detail oriented and comfortable with learning how to use new tools and new investment products. You should have a broad-based knowledge and understanding of general financial planning concepts and proven customer service and client support. A high level of integrity, discretion, and professionalism is required in handling confidential information, as well as the ability to work effectively in a team environment. This position requires a physical presence in our South Lake Union office during business hours of 7:30 am - 4:30 pm. Up to 10% domestic travel may be required.
Key Responsibilities:
- Answering phone calls.
- Scheduling and confirming client and vendor appointments.
- Coordinating meeting logistics, when appropriate (e.g., parking, meals, transportation, etc.).
- Processing new accounts, account transfers, money requests and product applications such as REITs, life insurance and annuity applications.
- Assisting in gathering client financial planning information.
- Working with clients and advisors to address questions and resolve action items.
- Executing follow-up calls with clients and vendors.
- Preparing client correspondence.
- Preparing and attending client appointments.
- Entering information in our internal records, Customer Relationship Management (CRM) system and financial planning software.
- Executing other general administrative duties.
- Assisting in client event planning.
Basic Qualifications:
- College four-year business degree or equivalent.
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
- Intermediate proficiency in Microsoft Outlook, Excel, Word, SharePoint and Zoom.
- We provide all the training you need to study for your FINRA licensing exams during your initial six months.
- In addition, we will help support additional licensing such as CFP, CFA
Preferred Qualifications:
- Experience assisting in the financial services industry.
- Series 7 and 66 licensing.
- Desire for CFP
