Wealth Management Professional

2 weeks ago


Seattle, Washington, United States Judson Group Full time
Job Title: Wealth Manager

Judson Group is seeking a highly skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing exceptional client service, managing client relationships, and growing the firm's wealth management business.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, including investment and retirement strategies.
  • Manage client relationships, including regular communication, portfolio reviews, and client meetings.
  • Collaborate with senior wealth managers to develop and implement investment strategies.
  • Assist with client onboarding, including data collection, account setup, and trade execution.
  • Monitor client portfolios, making adjustments as needed to ensure alignment with client goals.
  • Stay up-to-date on industry trends, market conditions, and regulatory changes to provide informed advice to clients.
Requirements:
  • BA/BS degree in a related field, such as finance, accounting, or business.
  • CFP certification or equivalent experience.
  • Minimum 5 years of client-facing experience in wealth management or a related field.
  • Strong financial planning and investment analysis skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer:

Competitive compensation package, career growth opportunities, and a dynamic work environment.

Judson Group is an equal opportunity employer and welcomes applications from diverse candidates.



  • Seattle, Washington, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth AdvisorAt Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Advisor, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Collaborate with lead advisors to deliver exceptional client...


  • Seattle, Washington, United States Judson Group Full time

    Judson Group is seeking a seasoned Wealth Manager to join their team in Seattle, Washington. This is an exceptional opportunity for a highly motivated and experienced professional to take on a leadership role and contribute to the growth of the firm.The ideal candidate will have a strong background in client servicing, with a minimum of 5 years of experience...


  • Seattle, Washington, United States MRINetwork Jobs Full time

    Job OverviewMRINetwork Jobs is seeking a seasoned Private Banker to join our team of financial experts. As a Private Banker, you will be responsible for developing and maintaining relationships with high net worth clients, providing them with tailored financial solutions and expert advice.Key ResponsibilitiesNew Business Development: Identify and pursue new...


  • Seattle, Washington, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...


  • Seattle, Washington, United States U.S. Bank Full time

    Job Title: Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Wealth Management Advisor, you'll play a key role in delivering tailored investment and insurance solutions to our clients.Job SummaryThe Wealth Management Advisor position is a critical role on our Wealth Management...


  • Seattle, Washington, United States Equitable Holdings Full time

    **About Equitable Advisors**Equitable Advisors is a leading firm in the financial services industry, dedicated to helping individuals and organizations achieve their long-term goals. Our mission is to provide innovative solutions and expert guidance to build fulfilling futures.**Job Summary**We are seeking a talented Wealth Management Associate to join our...


  • Seattle, Washington, United States U.S. Bank Full time

    Job Title: Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Wealth Management Advisor, you'll play a key role in delivering investment planning and insurance services to our clients.Job SummaryThe Wealth Management Advisor position is responsible for facilitating the delivery...


  • Seattle, Washington, United States U.S. Bank Full time

    Job Title: Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Wealth Management Advisor, you'll play a key role in delivering investment planning and insurance services to our clients.Job SummaryThe Wealth Management Advisor position is responsible for facilitating the delivery...


  • Seattle, Washington, United States Equitable Services Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in providing financial products and services to our clients.Key Responsibilities:Provide financial education and...


  • Seattle, Washington, United States Robert W. Baird & Co. Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Representative to join our team at Robert W. Baird & Co. as a Client Specialist. In this role, you will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.Key...

  • Tax Associate

    4 weeks ago


    Seattle, Washington, United States PathStone Full time

    About PathstonePathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management,...


  • Seattle, Washington, United States Teachers Insurance and Annuity Association - TIAA Full time

    Job SummaryThe Wealth Management Advisor at Teachers Insurance and Annuity Association - TIAA partners with affluent clients to identify their financial goals and develop recommendations to help them achieve well-defined financial objectives. This role requires strong communication skills to convey complex financial information and build trust with...


  • Seattle, Washington, United States Equitable Services Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Professional to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesProvide financial products and services to clients, including education and...


  • Seattle, Washington, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to the world's most successful individuals, families, and institutions.We pride ourselves on our enduring principles...


  • Seattle, Washington, United States Corient Full time

    Empower 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...


  • Seattle, Washington, United States Corient Full time

    Overview of the Role:At Corient, we are dedicated to 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 skilled and driven professionals...


  • Seattle, Washington, United States International Search Consultants Full time

    Senior Client Advisor OpportunityInternational Search Consultants is proud to partner with a well-established Multi-Family Office to find a Senior Client Advisor to support Ultra High Net Worth (UHNW) individuals and families.This critical role is responsible for delivering high-touch service in the Western region and nationally, with a focus on the Pacific...

  • Senior Client Advisor

    1 month ago


    Seattle, Washington, United States International Search Consultants Full time

    Senior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...


  • Seattle, Washington, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Business Development & Revenue GrowthAs a Sr. Wealth Strategist, you...


  • Seattle, Washington, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading financial services company dedicated to helping individuals and organizations achieve their financial goals. Our mission is to provide innovative solutions and expert guidance to build fulfilling futures.Job SummaryWe are seeking a highly motivated and results-driven Financial Services Professional to...