Current jobs related to Wealth Management Consultant Associate - Bellevue, Washington - Charles Schwab
-
Wealth Management Associate
6 days ago
Bellevue, Washington, United States Coldstream Wealth Management Full timeJob SummaryColdstream Wealth Management is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in ensuring that our clients receive outstanding service and support.Responsibilities include:Providing exceptional service to clients, anticipating their needs, and...
-
Wealth Management Professional
1 month ago
Bellevue, Washington, United States Coldstream Wealth Management Full timeJob Opportunity at Coldstream Wealth ManagementColdstream Wealth Management is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a crucial role in providing exceptional client service and support to our clients.Key Responsibilities:Provide exceptional client service...
-
Wealth Management Professional
3 weeks ago
Bellevue, Washington, United States Coldstream Wealth Management Full timeJob Opportunity at Coldstream Wealth ManagementColdstream Wealth Management is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a crucial role in providing exceptional client service and support to our clients.Key Responsibilities:Provide exceptional client service...
-
Wealth Management Professional
6 days ago
Bellevue, Washington, United States Coldstream Wealth Management Full timeJob Opportunity at Coldstream Wealth ManagementColdstream Wealth Management is a leading wealth management firm that provides exceptional service and support to its clients. We are seeking a highly motivated and experienced Wealth Management Associate to join our team.Key ResponsibilitiesProvide exceptional client service, anticipating client needs and...
-
Senior Wealth Management Associate
2 weeks ago
Bellevue, Washington, United States Coldstream Capital Management Full timeJob Title: Senior Client Service AssociateAbout Us: Coldstream Capital Management is a wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We are seeking a highly motivated and experienced Senior Client Service Associate to join our team.Job Summary: As a Senior Client Service Associate, you will play a crucial...
-
Wealth Management Associate
1 month ago
Bellevue, Washington, United States Equitable Services Full timeJoin 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 Wealth Management Associate, you will play a critical role in helping our clients achieve their financial goals and objectives.About the RoleThe Wealth Management Associate will be...
-
Wealth Management Associate
1 month ago
Bellevue, Washington, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.Job SummaryWe are seeking a highly...
-
Wealth Management Associate
1 month ago
Bellevue, Washington, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job SummaryWe are seeking...
-
Wealth Management Associate
1 month ago
Bellevue, Washington, United States Equitable Services Full timeJoin 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 Wealth Management Associate, you will play a critical role in helping our clients achieve their financial goals and secure their financial well-being.About UsEquitable Advisors is a...
-
Wealth Management Associate
2 weeks ago
Bellevue, Washington, United States Bank of America Full timeJob Title: Registered Wealth Management Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through a personal relationship with their advisory team.As a Registered...
-
Wealth Management Associate
1 month ago
Bellevue, Washington, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the unique needs...
-
Wealth Management Associate
4 weeks ago
Bellevue, Washington, United States Equitable Services Full timeAbout Equitable AdvisorsAt Equitable Advisors, we are committed to delivering exceptional customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.Job SummaryWe are seeking a highly motivated and results-driven Wealth Management Associate to join our...
-
Financial Advisor
6 days ago
Bellevue, Washington, United States Parcion Private Wealth Full timeWe are seeking a highly motivated and experienced Family Advisor to join our team at Parcion Private Wealth.This role involves serving as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection, and charitable giving.The ideal...
-
Wealth Management Associate
4 weeks ago
Bellevue, Washington, United States Equitable Advisors LLC Full timeJob SummaryWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team of Financial Professionals. As a key member of our team, you will have the opportunity to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service.ResponsibilitiesYou...
-
Wealth Management Associate
6 days ago
Bellevue, Washington, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.We...
-
Wealth Management Client Associate
2 weeks ago
Bellevue, Washington, United States Bank of America Full timeJob Title: Registered Wealth Management Client AssociateJob Summary:The Registered Wealth Management Client Associate role is a sales support position that provides dedicated operational and sales support to multiple Financial Advisors. The incumbent may also support office initiatives and work with highly affluent clients to provide products and...
-
Wealth Management Banker
2 weeks ago
Bellevue, Washington, United States U.S. Bank Full timeJob Title: Wealth Management BankerAt U.S. Bank, we're committed to delivering exceptional client experiences and helping our customers achieve their financial goals. As a Wealth Management Banker, you'll play a critical role in building and maintaining strong relationships with affluent clients, providing expert advice and guidance on wealth management...
-
Wealth Management Associate
1 month ago
Bellevue, Washington, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...
-
Wealth Management Banker
2 weeks ago
Bellevue, Washington, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to delivering exceptional service and building long-term relationships with our clients. As a Wealth Management Banker, you'll play a critical role in helping our affluent clients achieve their financial goals and objectives.Key Responsibilities:Develop and manage client relationships to deliver tailored financial...
-
Wealth Management Associate
4 weeks ago
Bellevue, Washington, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...
Wealth Management Consultant Associate
2 months ago
Your Opportunity
At Charles Schwab, you are encouraged to influence your career trajectory. Here, innovative thinking merges with creative problem-solving, allowing us to "challenge the status quo" and reshape the finance sector collaboratively.
As a Wealth Management Consultant Associate (WMCA), you will be at the forefront of our operations, serving as a reliable partner to our Senior Wealth Consultants (SWC) and their clientele. With your honed expertise, you will enhance both new and existing client connections, identifying business growth opportunities while learning from your Senior Wealth Consultant throughout the process. You will assist in the expansion and management of a high-net-worth wealth management practice, delivering outstanding service, guidance, and relationship management. If you are a licensed financial professional passionate about wealth management and eager to develop under the mentorship of an experienced advisor, this position may be ideal for you.
What You Have
Required Qualifications:
- A valid and active Series 7 license is mandatory ( license may be acquired under a condition of employment through Branch Network Licensing Program )
- A valid and active Series 66 (63/65) license is required ( license(s) may be obtained under a condition of employment )
Preferred Qualifications:
- 3+ years of experience in the Financial Services Industry
- Excellent written and verbal communication abilities
- Strong candidates will demonstrate a proven capacity to manage multiple tasks simultaneously and prioritize effectively
- Ability to identify opportunities for new relationship development
- Willingness to create, update, and present financial plans for practice clients in collaboration with your Senior Wealth Consultant(s)
- Skill in recognizing and addressing client needs while managing expectations effectively
- Ability to cultivate and sustain positive cross-enterprise working relationships
- Capability to become a Notary
- Strong candidates will also gain experience in updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
- Willingness to organize local events, as necessary
What's in it for You
At Charles Schwab, we are dedicated to empowering our employees' personal and professional growth. Our purpose-driven, supportive culture, along with a focus on your development, ensures you will receive the resources needed to make a meaningful impact in the finance industry.
We provide a competitive benefits package that addresses your holistic well-being – both now and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
- Paid parental leave and family-building benefits
- Tuition reimbursement
- Comprehensive health, dental, and vision insurance
At Charles Schwab, we are committed to fostering an inclusive workplace that values diversity and equal opportunity. We encourage qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities to apply.
