-
Cash Management Advisor
2 days ago
KeyCorp Seattle, United StatesLocation:1301 5th Avenue - Seattle, Washington 98101 Job Summary. Partner with KeyBank Business Banking Relationship Managers (BBR - Ms) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will ident Management, Relationship Mana ...
-
Wealth Management Advisor
1 week ago
US Bank Seattle, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
-
Cash Management Advisor
8 hours ago
Key Bank Seattle, United StatesLocation: · 1301 5th Avenue - Seattle, Washington 98101 · Job Summary · Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/client need ...
-
Wealth Management Advisor
4 weeks ago
U.S. Bank Seattle, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Wealth Management Advisor
1 week ago
U.S. Bank Seattle, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Environmental Management Strategic Advisor
2 weeks ago
City of Seattle Washington Seattle, United StatesSeattle City Light, a department of the City of Seattle, is one of the nations largest municipally owned utilities in terms of the number of customers served. Over the years we have worked very hard to keep Seattle's electricity affordable, reliable Strategic Advisor, Environment ...
-
Environmental Management Strategic Advisor
2 weeks ago
City of Seattle Seattle, United StatesSeattle City Light, a department of the City of Seattle, is one of the nation's largest municipally owned utilities in terms of the number of customers served. Over the years we have worked very hard to keep Seattle's electricity affordable, reliable, and environmentally sound. T ...
-
Seattle City Light Seattle, United States Full timePosition Description Seattle City Light, a department of the City of Seattle, is one of the nation's largest municipally owned utilities in terms of the number of customers served. Over the years we have worked very hard to keep Seattle's electricity affordable, reliable, and env ...
-
VP, Wealth Management Advisor
3 weeks ago
Fidelity Investments Bellevue, United StatesJob Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...
-
VP, Wealth Management Advisor
4 weeks ago
Fidelity Investments Bellevue, United StatesJob Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...
-
Manager, Travel Advisor Platform Engagement
3 weeks ago
TripArc Seattle, United StatesJob Description · Job DescriptionFounded in 2017, TripArc is a $750 million privately held company powers the top Travel Agencies and Tour Operators in North America. Our expansive and growing network empowers seamless access to a comprehensive range of travel options and service ...
-
Treasury Management Advisor
2 weeks ago
First Financial Service Corporation Renton, United StatesBring your expertise and enthusiasm to a company that's eager to put your talents to use. · Treasury Management Advisor · As our Treasury Management Advisor, you will play an integral role in business development, deposit sourcing, and fee revenue generation within your assigned ...
-
Amazon Bellevue, United StatesAWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading ...
-
Amazon Bellevue, United StatesAWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading ...
-
Amazon Bellevue, United StatesAWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading ...
-
VP, Wealth Management Advisor
3 weeks ago
Fidelity Investments Bellevue, United StatesJob Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...
-
Skyline Solutions King Lake, United StatesAbout the Company · We are a cooperative credit institution with a balance sheet of around 1 billion euros, actively participating in the local economy and thus familiar with the "land and people". Our regional roots allow us to be close to the needs of individuals and businesses ...
-
Nwafp Lynnwood, United StatesFinancial Advisor Comprehensive Wealth Management · Job Board Title:Financial Advisor Comprehensive Wealth Management · Post Date6/12/2023 · Expiration Date6/29/2023 · Details:Another Source's client, Comprehensive Wealth Management, is recruiting a Financial Advisor to join ...
-
Client Manager
4 weeks ago
Freestone Capital Management Seattle, United StatesFreestone is building the wealth services firm of the future. With a 25-year history of consistent growth and success, we believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose ...
-
Wealth Advisor
2 weeks ago
The Judson Group Seattle, United StatesWealth Advisor – CFP | Seattle, Washington · Reference Number: HRJ7468Location: · Seattle, WashingtonJudson Group has been retained by a $10B+ AUM RIA with a national presence in the search for a · Wealth Advisor – CFP . This individual will be taking over existing client refe ...
Associate Wealth Management Advisor - Seattle, United States - RK Partners
Description
Job Description
Job DescriptionAssociate Wealth Management Advisor
Join a dynamic team as an Associate Wealth Management Advisor (AWMA), where creativity meets financial expertise. As an AWMA, you'll be the cornerstone of client service operations, ensuring seamless processing of variable products and securities while maintaining an efficient and compliant office environment. Your role as a liaison between the home office, financial advisors, and clients will be pivotal in fostering strong relationships and delivering exceptional service.
Responsibilities:
Craft engaging planning presentations using cutting-edge tools
Coordinate with advisors to gather necessary information for seamless processing
Maintain accurate records and handle correspondence efficiently
Keep abreast of industry trends and conduct insightful research
Ensure compliance with regulatory requirements
Proposal and Case Preparation:
Prepare tailored proposals and advisory materials
Recommend optimal portfolio options based on client needs
Facilitate smooth account processing and asset transfers
Client Service:
Provide personalized service to address client needs
Explain complex financial concepts in simple terms
Administer advisory products and handle redemptions/withdrawals
Qualifications:
Series 7, Series 66/63, and Washington Life & Health licenses preferred
1-4 years of experience in Financial Services or Insurance industry
Familiarity with trading and Microsoft applications
Excellent communication and problem-solving skills
Ability to manage multiple projects effectively
Willingness to embrace change and learn continuously
Compensation and Benefits:
Competitive base salary with annual bonuses
Opportunities for professional growth and development
Generous PTO and comprehensive benefits package
Retirement plan with company match