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Garde Capital, Inc.
Seattle, WA, United States
Title/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 be primarily focused on working with current clients of the firm to deli
Job Source: Garde Capital, Inc.Claire Myers Consulting
Seattle, WA, United States
Compensation - $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 support our client's culture, vision, and team spirit are built upon the
Job Source: Claire Myers ConsultingPwC
Seattle, WA, United States
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their busines
Job Source: PwCPwC
Seattle, WA, United States
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their
Job Source: PwCThe Judson Group
Seattle, WA, United States
Wealth Advisor – CFP | Seattle, Washington Reference Number: HRJ7468 Location: Seattle, Washington Judson 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 referral channels, helping grow the firm, and will have a long-term leadershi
Job Source: The Judson GroupCapital Group
Seattle, WA, United States
"I can succeed as a Private Wealth Advisor at Capital Group." One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create custom
Job Source: Capital GroupNorthern Trust
Seattle, WA, United States
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our end
Job Source: Northern TrustAtlas
Seattle, WA, United States
Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural competitive advantage,
Job Source: AtlasSeattle, WA, United States
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 support our client's culture, vision, and team spirit are built upon their values which are:
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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Email Alert for Wealth Manager jobs in Seattle, WA, United States
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