Wealth Client Services Associate
19 hours ago
A leading investment bank is seeking a Registered Client Service Associate for its Seattle office. This role supports Financial Advisors and requires strong interpersonal skills as well as knowledge of compliance regulations. Candidates should have at least 3 years of experience in a corporate or brokerage environment, be proficient in MS Office, and possess necessary FINRA registrations. A comprehensive benefits package is offered, including health, dental, and 401(K).
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Client/Wealth Advisor
2 days ago
Seattle, WA, United States Addison Group Full timeClient/Wealth Advisor - Seattle, WA Represented by Addison Group | Wealth Management FirmAddison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth...
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Client/Wealth Advisor
5 hours ago
Seattle, WA, United States Addison Group Full timeClient/Wealth Advisor - Seattle, WA Represented by Addison Group | Wealth Management FirmAddison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth...
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Associate Wealth Advisor
5 days ago
Seattle, WA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
1 week ago
Seattle, WA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
3 days ago
Seattle, WA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
1 week ago
Seattle, WA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
1 week ago
Seattle, WA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
5 days ago
Seattle, WA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Client Service, Senior Associate
2 weeks ago
Seattle, WA, United States Freestone Capital Management Full timeWho We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13 billion in assets under advisement. Headquartered in Washington, with a team of over 120 professionals, we are...
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Client Service, Senior Associate
6 days ago
Seattle, WA, United States Freestone Capital Management Full timeWho We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13 billion in assets under advisement. Headquartered in Washington, with a team of over 120 professionals, we are...