33
Wealth Manager jobs in Seattle, WA
Coldstream Wealth Management —Mercer Island, WA
FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6 months. Ongoing career development, including 100% training…
Estimated: $70.5K - $89.3K a year
Quick Apply
The Bank of New York Mellon Corporation —Seattle, WA
May also have independent responsibility for managing some client relationships with the Wealth Advisory segment. 5+ years of total work experience preferred.
Estimated: $70,700 - $130,700 a year
1d
Northwestern Mutual - Puget Sound —Seattle, WA
Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management. We offer an attractive total compensation package for…
$70,000 - $100,000 a year
Quick Apply
3d
Merriman Wealth Management, LLC —Seattle, WA
As a new Wealth Advisor, your role will be taking care of current clients and turning them into raving fans, successfully shepherding prospects from interested…
Estimated: $110,000 - $170,000 a year
Coldstream Wealth Management —Bellevue, WA
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program. A Bachelor’s degree in Economics, Finance, Business…
Estimated: $68.4K - $86.7K a year
Quick Apply
Coldstream Wealth Management —Seattle, WA
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program. Utilize financial planning tools to analyze and assist in…
Estimated: $91.7K - $116K a year
Quick Apply
11d
JPMorgan Chase & Co —Bellevue, WA
Look for ways to cultivate long-term primary banking relationships with current clients, regularly conducting in-person calls with prospects and clients at…
$100,000 a year
Bessemer Trust Company —Seattle, WA
Series 7, Series 63 license desired. Bachelors degree in a relevant field and ideally 4-7 years of related business experience. CTFA, CFP or CFA is a plus.
Estimated: $95,000 - $160,000 a year
TIAA —Seattle, WA
Reviews client information, including financial statements, risk investment profile and cash availability. MoneyGuidePro, and or experience with other advice…
$65,600 - $110,000 a year
4d
Morgan Stanley —Seattle, WA
Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of…
Estimated: $150,000 - $160,000 a year
9d
D.A. Davidson Companies —Seattle, WA
Series 65 or 66 license, or ability to attain within first three months of employment. This position is expected to develop quality relationships across D.A.
Estimated: $120,000 - $150,000 a year
Laird Norton Wealth Management —Seattle, WA
Knowledge in Portfolio Management (cash management, trading, rebalancing, asset allocation), Retirement Planning (cash flow analysis, retirement benefits),…
Estimated: $77,000 - $127,500 a year
Quick Apply
D.A. Davidson Companies —Seattle, WA
Initiatives will include: marketing campaigns; branding awareness; consultation on email marketing tools and template designs for best engagement to be executed…
Estimated: $75,000 - $95,000 a year
LNWM & WAM —Seattle, WA
Knowledge in Portfolio Management (cash management, trading, rebalancing, asset allocation), Retirement Planning (cash flow analysis, retirement benefits),…
Estimated: $77,000 - $127,500 a year
Quick Apply
Savvy —Seattle, WA
In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing…
Estimated: $100,000 - $500,000 a year
Quick Apply
3d
BricksFolios RE Solutions —Redmond, WA
Unleash your potential and redefine the future of real estate as a Real Estate Portfolio Ally (REPA) at BricksFolios! Are you eager to break free from the…
Estimated: $60,000 a year
Quick Apply
Northwestern Mutual - Puget Sound —Seattle, WA
Requires a Bachelor’s degree in business administration, finance, or other related field. Our successful entry-level financial advisor candidate has a passion…
$97,000 a year
Quick Apply
Oppenheimer & Co. Inc. —Seattle, WA
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
Estimated: $60,000 a year
Quick Apply
4d
D.A. Davidson Companies —Seattle, WA
Maintain and continue to develop the WM Research intranet site, internal department databases, and other communications tools.
Estimated: $67,700 - $85,000 a year
7d
Moser & Company —Bellevue, WA
Responsibilities: You will be working with clients to provide advice on investment management, cash flows, and retirement planning strategies.
Estimated: $100,000 - $150,000 a year
Quick Apply
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