- Aston Carter (Bellevue, WA)
- …for key aspects that support client -facing and operational functions of our wealth management group. The Client Service Associate will strive to ... (Job Description) The Client Service Associate will assume responsibility...(Qualifications) + 1-2+ years of experience working at a financial services firm as a Client… more
- Bank of America (Bellevue, WA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (Bellevue, WA)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Bank of America (Seattle, WA)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...full range of goals-based financial planning / wealth strategies including assessment of client needs… more
- JPMorgan Chase (Lynnwood, WA)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Deloitte (Seattle, WA)
- …during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + Ability to perform job ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June… more
- Deloitte (Seattle, WA)
- …during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required: + Ability to perform job ... to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May...per week + 3+ years' experience providing tax planning services or preparing and reviewing client work… more
- HUB International (Bothell, WA)
- …process development/ enhancements, facilitating technology adoption, and product distribution/sales/ client services . **RESPONSIBILITIES** + Serve as primary ... their excellence throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven to make things… more
- Bank of America (Seattle, WA)
- …having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services ...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Equitable (Bellevue, WA)
- …, demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Wealth Management Associate - Retirement Benefits Group -...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- Charles Schwab (Bellevue, WA)
- … plans and portfolios for clients + Five or more years in the financial services industry working directly with clients **Preferred Qualifications** + CFP or ... on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice… more
- Equitable (Seattle, WA)
- …recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations + ... Wealth Management Associate - WA, Seattle (2627) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- US Bank (Seattle, WA)
- …and portfolio construction resulting in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications ... you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning...financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or… more
- Aston Carter (Bellevue, WA)
- Job Title: Client Services Associate Job Description The Client Service Associate will take responsibility for key aspects supporting the client ... Administration. + 1-2 years of experience working at a financial services firm or relevant internship experience....ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
- JPMorgan Chase (Bellevue, WA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net ... can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of… more
- Moss Adams LLP (Seattle, WA)
- … Wealth Advisors provides collaborative wealth management strategies and financial planning services to build, manage, and preserve net worth. Individuals ... are currently seeking a Paraplanner for our Moss Adams Wealth Advisors practice, a Registered Investment Advisor \(RIA\). Moss...service to clients + Provides ongoing support of client relationships, handles day-to-day client requests and… more
- KeyBank (Seattle, WA)
- …+ Management Experience **COMPETENCIES/SKILLS** + Leadership, management, and coaching + Services /Sales: Client service , product knowledge, relationship ... (RD) of Planning & Investments - KPC (Key Private Client )) is responsible for driving financial planning...Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and… more
- Umpqua Bank (Seattle, WA)
- …across investments, trust and wealth transfer, credit, deposit and other appropriate services . + Manage relationships by leading the client team in the ... and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise...+ More than 10 years of experience in the financial services industry, required. + This position… more
- JPMorgan Chase (Seattle, WA)
- …Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance ... wealth . You will use your knowledge of investments, financial planning, credit and banking to both advise current...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more