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Wealth Manager
1 hour ago
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
1 hour ago
Claire Myers Consulting Seattle, United States Full timeCompensation - $100,000 - $130,000 base salary plus bonuses and benefits · The 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 ...
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Wealth Manager
3 weeks ago
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 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 ...
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Wealth Manager
3 weeks ago
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
1 week ago
Claire Myers Consulting Seattle, United StatesCompensation - $100,000 - $130,000 base salary plus bonuses and benefits · The 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 ...
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Senior Associate, Wealth Manager
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The Bank of New York Mellon Seattle, United StatesBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or a ...
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Senior Wealth Management Associate
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Coldstream Wealth Management Seattle, United StatesJob Description · Job DescriptionColdstream Wealth Management is looking for an experienced Senior Wealth Management Associate to join one of our growing teams in our Bellevue office. If you are passionate about serving client families, this might be the right place for you to co ...
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Wealth Manager
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TalentLink Solutions Kirkland, United StatesWe are a successful, woman-owned wealth management firm focused on helping clients navigate complexities in life-financial or otherwise. We offer wealth management and financial planning services to a select group of clients in the high-net-worth space, with an emphasis on provid ...
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Wealth Manager
4 days ago
TalentLink Solutions Kirkland, United StatesJob Description · Job DescriptionWe are a successful, woman-owned wealth management firm focused on helping clients navigate complexities in life—financial or otherwise. We offer wealth management and financial planning services to a select group of clients in the high-net-worth ...
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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 ...
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Wealth Manager
3 weeks ago
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
1 week ago
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 firms clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispens ...
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Morgan Stanley Seattle, United StatesPrivate Wealth Management Senior Registered Client Service Associate Job Number: · Posting Date · :May 22, 2024 Primary Location · :Americas-United States of America-Washington-SeattleEducation Level:Refer to Position Description Job · :Wealth ManagementEmployment Type: ...
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Associate Wealth Management Advisor
2 weeks ago
RK Partners Seattle, United StatesJob 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 processin ...
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Teachers Insurance and Annuity Association - TIAA Seattle, United StatesBuild and maintain close relationships with client facing Wealth Management associates. Coach and motivate client-facing Wealth Management client facing associates to meet comprehensive goals of clients by identifying productivity enhancements and be Director, Coach, Wealth, Mana ...
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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 ...
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Client Services Associate-Wealth Management
4 weeks ago
SCS Bellevue, United StatesAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied ...
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Wealth Management Advisory Consultant II
1 week ago
TIAA Seattle, United StatesJob Description · Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work t ...
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Wealth Management Advisory Consultant II
2 weeks ago
TIAA Seattle, United States Full time· Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well def ...
Wealth Manager - Seattle, United States - Transformationaladvisory
Description
The Wealth Manager role is an integral part of the team serving as the true connection between clients, support team, and Wealth Managers.
Grace & Empathy
Generosity & Gratitude
Passion & Excellence
Integrity & Pride
They focus on these values in how they act, what they do, and how they serve clients.
The Wealth Manager provides comprehensive technical financial planning and investment
management work, either, under the management of higher-level professionals or on their own.
They work with clients at Transformational Advisory Group and are under the supervision of a
Managing Director and have decision making abilities on client plans, investment processes and
procedures, operational processes and procedures and client affairs.
A Wealth Manager is responsible for conducting client meetings as well as supporting both the
Managing Director and Vice President - Wealth Manager. The Wealth Manager will work with other advisory team members and staff members as needed to discuss client cases. They have obtained the proper licensing and experience to work directly with clients.
II. ESSENTIAL RESPONSIBILITIES
Client and Advisory Engagement
Works directly with assigned clients to best support their financial planning, investment
management, and risk outcomes. Engages directly with clients and is responsible for retention, growth, and support of clients
Focus on maintaining above 90% client retention and target engagement for growth opportunities
Accountable for client relationships managed and client process within the Wealth Manager responsibilities including delivery of the TAG Client Experience
The Wealth Manager utilizes planning tools, as well as internal and external resources, all in pursuit of helping clients achieve their goals as well as supporting both the Managing Director and Vice President Wealth Manager
Understands client needs by identifying and confirming their objectives, goals, and concerns
Reviews client profiles and investment portfolios at an appropriate frequency to ensure all needs and actions have been met and to identify gaps in their planning
Analyzes information and evaluates results to choose the best solution to solve client or operational problems, while being accountable for those decisions
Works closely with both the Managing Director and Vice President - Wealth Manager to develop advanced planning expertise
Analyzes client information and evaluates results to choose the best financial planning solution within the Transformational Advisory Group client experience process
Build out client financial plans and investment proposals as directed by the Managing Director and Vice President – Wealth Manager
Works with-in a team structure that is designed for growth and supports the success of the team and overall organization
Compliance
Complies with all regulatory requirements
Brings any compliance or ethics concerns to management's attention and Completes all Firm and FINRA educational requirements on time
Experience and Education
Bachelor's degree preferred
CFP required or similar designation approved
Series 7, 66, & Life/Health Insurance License
3-8 years direct advisory focus
Proficient in core financial planning and proficient of core client case
Skills and Knowledge
Excellent communication skills (verbal, written and listening)
Proficient in financial planning, analysis, and modeling
Proficient in Microsoft Office Suite required
Knowledge of investment advisory regulations required
Demonstrates personal integrity, honesty, and can deal with confidential information
Ability to deal with stress in an ever-changing investment market and financial services industry
Excellent time management and organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems
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