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Wealth Manager
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Garde Capital, Inc. Seattle, United StatesTitle/Position Available: Wealth Manager · Location: Seattle, WA · Description: · We are seeking a wealth management service advisor to execute our proprietary Wealth Management process for new and existing clients. This advisor would be partnered with a senior advisor and would ...
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Wealth Manager
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Transformationaladvisory Seattle, United StatesThe Wealth Manager role is an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This great communicator, influencer and enthusiastic person will support our client's culture, vision, and team spirit are built upon their v ...
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Wealth Manager
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The Help Company Bellevue, United StatesUnder the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to the firm's clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispen ...
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Wealth Manager
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Garde Capital Seattle, United StatesTitle/Position Available: · Wealth Manager · Location: · Seattle, WA · Description: · We are seeking a wealth management service advisor to execute our proprietary Wealth Management process for new and existing clients. This advisor would be partnered with a senior advisor an ...
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Wealth Manager
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Garde Capital Seattle, United StatesTitle/Position Available: Wealth Manager · Location: Seattle, WA · Description: · We are seeking a wealth management service advisor to execute our proprietary Wealth Management process for new and existing clients. This advisor would be partnered with a senior advisor and wou ...
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Wealth Manager
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Wealth Manager
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Senior Wealth Manager
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Wealth Management Advisor
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Wealth Management Associate
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Wealth Management Consultant
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Wealth Management Consultant
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Wealth Management Consultant
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Wealth Management Consultant
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Wealth Management Associate
1 week ago
Equitable Seattle, United States Full timeDescription · Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative strategies and commitments to our clients. Equitable Advisors is currently seeking to ...
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VP, Wealth Management Advisor
1 week 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 ...
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VP, Wealth Management Advisor
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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 ...
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VP, Wealth Management Advisor
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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 ...
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Wealth Management Planning Consultant
2 days ago
Fidelity TalentSource LLC Bellevue, United States· Job Description: · Wealth Management Planning Consultant · For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of t ...
Financial Advisor Comprehensive Wealth Management - Lynnwood, United States - Nwafp
Description
Financial Advisor Comprehensive Wealth ManagementJob Board Title:
Financial Advisor Comprehensive Wealth Management
Post Date
6/12/2023
Expiration Date
6/29/2023
Details:
Another Source's client, Comprehensive Wealth Management, is recruiting a Financial Advisor to join their team. There is a Level 1 and Level 2 position available.
Here is more about Comprehensive Wealth Management and the position they are recruiting for:
At Comprehensive Wealth Management (CWM), we are here to help the thoughtful investors in every stage of life and believe that through intentional living - by defining goals with outlining realistic strategies and action steps – we can help our clients achieve their definition of what it means to live richly.
At CWM we value our team members, and we value balance, work ethic, joy, success, and personal growth for everyone who enters our doors.
The ideal candidate is looking for mutual commitment and long-term employment with a strong team and great clientele.To learn more about
CWM:
To learn more about the services offered:
Learn about CWM's Team Fundamentals:
About the role:
As a CWM Financial Advisor, you will passionately serve and retain existing client relationships and contribute to firm growth—attracting new clients, cultivating your network, and eliciting referrals.
How you will be spending your time:
Expertly service client relationships:
Play a leadership role in client meetings—deliver accurate presentations, provide performance and planning reviews, accurately document key decisions and delegate action items in a timely manner, troubleshoot problems that arise, and answer and respond to client inquiries within 48 hours.
Retain all key client accounts and expand the relationship to the next generation.Bring on new clients annually through client referrals, networking, prospecting events, and support of firm marketing activities including client events, explainer videos, and blog posts.
In partnership with team members, build and deliver customized, comprehensive, and approved financial plans in a manner that's understandable to clients.
Team up with clients' tax, legal, insurance, and other professionals to provide comprehensive and aligned financial services.Serve as a role model and assist in the development of our client service associates.
Stay abreast of industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats.
Partner with team members to run the CWM internship program, helping cultivate and speak to the rising generation of talent about the benefits and rewards of careers in the RIA industry.
Qualifications:
What you will bring:
Have a real passion for providing top-notch service, with the ability to effectively interact directly with clients.
Appreciates the value that structure and consistent process play in delivering exceptional client service and growing a scalable business.
Have advanced financial planning and wealth management acumen, discernment, and experience.
Possess the high emotional intelligence and/or life experience to help clients accomplish their goals through all life stages.
Are excellent active listeners and communicators who connect easily with people and build trusted, lasting relationships.
Have advanced analytical skills with strong attention to detail, accuracy, and deadlines.
Exhibit a fiduciary mentality, always doing what's right for the client and maintaining confidentiality in all matters.
Are accountable, motivated, upbeat, and positive team members, eager to collaborate proactively with other advisors to support clients, share and debate ideas, and effectively work with and through others.
Are dedicated to a career as a Registered Investment Advisor, with the interest and aptitude to ultimately achieve a partner role at the firm.
Possess an entrepreneurial mindset, with the desire to be an integral part of a synergistic team.Your Expertise:
Bachelor's degree from an accredited college or university
Series 7 Securities License
Preferred
Qualifications:
Series 66 (or 65 and 63) Securities License
State Insurance Licensed – Life and Disability
CERTIFIED FINANCIAL PLANNER designation (or demonstrated progress toward earning it)
Bring an existing book of business, preferably in the range of $25 million to $50 million.
Salary and benefits are based on industry benchmarks and include:
A salary based on experience and book of business
A company profit-sharing program
Benefits including health care (100% employer paid medical/vision), health savings account, disability insurance, life insurance, and 401k with 4% employer match
Paid time off (PTO) including 9 paid holidays (includes a paid day off annually for your birthday) and accrual of PTO up to 22 days per year.
Partial and/or full financial support for approved professional accreditation/continuing education requirements and other education/training opportunitiesAnother Source works with their clients, on a retained project basis. We are committed to building inclusive candidate pools as we partner with hiring teams. Veterans, women, people of color, LGBTQIA+, and people with disabilities are encouraged to apply.
As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification.
No one is 100% qualified. We encourage you to apply and share your story with us.Comments:
Please apply using this link:
https://careers2- Employer:Comprehensive Wealth Management, LLC
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