Client advisor • seattle wa
Client Advisor/h2pSeattle, WA/ppOur client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.The Clie... Show more
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients.With a 26-year history of consistent growth and success, we are an independent wealth and... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Client Executive/h2pThe Client Executive is responsible for selling all products and services offered in the C1 portfolio.This position must meet their assigned targets consistently while searching... Show more
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors.Your work will directly contribute to ... Show more
We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex... Show more
AO Globe Life is looking for ambitious, service-minded professionals to join our team as Remote Benefits Manager.This fully remote opportunity is ideal for individuals who enjoy helping others, wan... Show more
As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.You will work alongside experienced team mem... Show more
We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work from home wh... Show more
Founded in Florence, Italy, in 1921, Gucci is one of the world's leading luxury brands.Under the leadership of President and CEO Francesca Bellettini and the artistic direction of Demna, the House ... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful w... Show more
Join the Winning Team at Northwestern Mutual - Puget Sound!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial ... Show more
Our client is a family business, formed in 2013.The principals had enjoyed lengthy tenures at a major, well-regarded financial institution but longed to create more personal, long-term relationship... Show more
Louis Vuitton is seeking a highly motivated, curious, and customer focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele.As a Client Advisor... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients.Activities include, but not limited to renewal marketing, handling client questions and r... Show more
Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro... Show more
At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond.We serve ultr... Show more
The average salary range is between $ 46,802 and $ 126,169 year , with the average salary hovering around $ 62,436 year .
divh2Client Advisor/h2pSeattle, WA/ppOur client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm./ppThe Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting./ppResponsibilities:/pulliCoordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy./liliDraft and deliver customized reports, planning materials, and meeting presentations for clients./liliPartner with senior advisors to support significant, complex relationships while gaining increasing responsibility./liliEngage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies./liliContribute to multi-generational family discussions and planning sessions./li/ulpRequirements:/pulli5 years of direct client advisory experience in wealth management, financial planning, or a family office environment./liliA working knowledge of estate structures, asset management approaches, and advanced planning techniques./liliActive Series 65 (or equivalent) license; CFP or progress toward certification strongly preferred./liliClear communicator with the ability to simplify complex ideas./liliOrganized, detail-oriented, and comfortable juggling multiple priorities./liliA relationship-builder with high emotional intelligence and a proactive mindset./li/ulpCompensation Benefits/pulliSalary range: $88,000 $150,000, plus discretionary bonus./liliFull benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match./liliPaid time off starting at 15 days annually, plus holidays./liliSupport for licenses, certifications, and ongoing professional development./liliTeam culture that values collaboration, personal growth, and community involvement./li/ul/div
