Top 25 Associate financial planner Jobs in Bellevue, Wa

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
- $80,168.40 - $99,900.00 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Wealth Management Associate
Coldstream Wealth Management —Bellevue, WA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
12d
Registered Branch Associate
Edward Jones —Bothell, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
12d
Wealth Management Associate
Equitable Advisors —Bellevue, WA
- $43,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
KPB Client Service Associate - Trust
KeyBank National Association —Seattle, WA
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Financial Advisor
Jambalaya Group —Issaquah, WA
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
7d
Wealth Planning Associate
Raymond James Financial, Inc. —Issaquah, WA
- $55,000.00 - $110,000.01 a year
- Full-time
- 5 years
- Research
- Mid-level
- Profit sharing
- Paid holidays
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Associate Financial Advisor
LPL Financial —Edmonds, WA
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Trust Associate
D.A. Davidson —Seattle, WA
- $23 - $27 an hour
- Overtime
- Research
- Office
- Microsoft Office
- Paid holidays
- Health insurance
KPB Client Service Associate - Fiduciary Strategist Trust Support
KeyBank National Association —Seattle, WA
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
7h
Associate Financial Advisor
Ameriprise Financial - Washington —Edmonds, WA
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Registered Client Associate
D.A. Davidson —Seattle, WA
- $30 - $36 an hour
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
13d
Wealth Management Associate - Retirement Benefits Group WA, Seattle Bellevue
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate - Ascend National Wealth Advisors
Thrivent —Bellevue, WA
- Full-time
- Microsoft Word
- Microsoft Excel
- Research
- Paid time off
- 401(k) matching
Quick Apply

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associate financial planner jobs near bellevue, wa

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

JPMorganChase -
Seattle, WA

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Job Details

Full-time
$80,168.40 - $99,900.00 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Series 66
Series 7

Full Job Description

JOB DESCRIPTION

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.

As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.

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.
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide 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
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel

ABOUT US

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Apply Now

Refine Your Search

associate financial planner jobs in bellevue, wa

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Associate Client Advisor

Wealth Management Associate

Registered Branch Associate

Wealth Management Associate

Associate Financial Advisor

KPB Client Service Associate - Trust

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Wealth Planning Associate

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Trust Associate

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Registered Client Associate

Wealth Management Associate - Retirement Benefits Group WA, Seattle Bellevue

Associate - Ascend National Wealth Advisors

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