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Wealth Planner Jobs in Seattle WA

Wealth Planning Associate

Wealth Planning Associate

Focus Financial Partners • Bellevue (WA)

Hybrid
USD 84.000 - 96.000
Hybrid work schedule
Annual bonus
Benefits package
Wealth Planning Associate

Wealth Planning Associate

Gaynor Staffing • Seattle (WA)

Vor Ort
USD 70.000 - 90.000
Competitive compensation structure
401(k) Plan with Employer matching
Employer health savings account
+2
Strategic Wealth & Planning Manager

Strategic Wealth & Planning Manager

Fiduciary Counselling, Inc. • Tacoma (WA)

Vor Ort
USD 80.000 - 100.000
Wealth Planning Associate

Wealth Planning Associate

Composition Wealth • Seattle (WA)

Vor Ort
USD 75.000 - 105.000
401(k) Plan with Employer matching
Health savings account
Medical & vision insurance
+2
Wealth Planning Associate — Client-Focused Growth

Wealth Planning Associate — Client-Focused Growth

Gaynor Staffing • Seattle (WA)

Vor Ort
USD 70.000 - 90.000
Competitive compensation structure
401(k) Plan with Employer matching
Employer health savings account
+2
WealthTech Financial Planner - Collaborative & Impactful

WealthTech Financial Planner - Collaborative & Impactful

Range • Bellevue (WA)

Vor Ort
USD 85.000 - 120.000
Comprehensive health coverage
401k plan
Technology allowance
+3
Financial Planner

Financial Planner

The Well • Mill Creek (WA)

Vor Ort
USD 70.000 - 100.000
401(k) with 6% match
Full benefits
PTO
+3
Family Wealth Advisor — Impactful Planning & Legacy

Family Wealth Advisor — Impactful Planning & Legacy

Parcion Private Wealth • Bellevue (WA)

Vor Ort
USD 88.000 - 150.000
Generous Paid Time Off
Health, Dental, and Vision Insurance
401(k) with Company Match
+7
Private Wealth Advisor: Holistic Planning & Digital Tools

Private Wealth Advisor: Holistic Planning & Digital Tools

JPMorgan Chase & Co. • Tukwila (WA)

Vor Ort
USD 70.000 - 90.000
Private Wealth Advisor: Relationship & Planning

Private Wealth Advisor: Relationship & Planning

JPMorgan Chase • Seattle (WA)

Vor Ort
USD 70.200 - 85.800
Comprehensive health care coverage
Retirement savings plan
Tuition reimbursement
+1
Senior Wealth Planner — Goal-Based Estate & Tax Strategy

Senior Wealth Planner — Goal-Based Estate & Tax Strategy

Us Bank • Seattle (WA)

Vor Ort
USD 148.495 - 174.700
Healthcare (medical, dental, vision)
401(k) and employer-funded retirement plan
Paid vacation
+2
Associate Financial Planner — Growth in Wealth Management

Associate Financial Planner — Growth in Wealth Management

Composition Wealth • Seattle (WA)

Vor Ort
USD 75.000 - 105.000
401(k) Plan with Employer matching
Health savings account
Medical & vision insurance
+2
UHNW Family Advisor & Wealth Planning Partner

UHNW Family Advisor & Wealth Planning Partner

Parcion Private Wealth • Bellevue (WA)

Hybrid
USD 88.000 - 150.000
Full benefits package
Paid time off
Health insurance
+7
Wealth Advisor - Client-Focused Portfolio Guidance

Wealth Advisor - Client-Focused Portfolio Guidance

Charles Schwab • Bellevue (WA)

Vor Ort
USD 70.000 - 110.000
401(k) with Company Match
Employee Stock Purchase Plan
Paid Time Off
+6
Remote Paraplanner: Client-Focused Wealth Planning Pro

Remote Paraplanner: Client-Focused Wealth Planning Pro

Jambalaya Group • Bellevue (WA)

Vor Ort
USD 78.000 - 95.000
Health, dental, and vision insurance
401(k) with 4% employer match
Paid time off (PTO)
Associate Wealth Advisor - Client Growth & Planning

Associate Wealth Advisor - Client Growth & Planning

Claire Myers Consulting • Seattle (WA)

Hybrid
USD 100.000 - 130.000
Wealth Growth Advisor for High-Net-Worth Clients

Wealth Growth Advisor for High-Net-Worth Clients

HSBC • Seattle (WA)

Vor Ort
USD 90.000 - 120.000
Wellness Hub
Volunteerism policy
Matching gift program
Remote Paraplanner - Wealth Planning & Client Support

Remote Paraplanner - Wealth Planning & Client Support

Jambalaya Group • Bellevue (WA)

Vor Ort
USD 78.000 - 95.000
Health insurance
Dental insurance
Vision insurance
+4
Wealth Advisor: Grow Your Private Practice & Impact

Wealth Advisor: Grow Your Private Practice & Impact

Hightower Advisors • Bellevue (WA)

Vor Ort
USD 160.000 - 170.000
Insurance on day one: medical, dental,
Paid parental leave
401k matching
+3
Wealth Planning & Investment Advisor

Wealth Planning & Investment Advisor

Jobtailor • Bellevue (WA)

Vor Ort
USD 90.000 - 130.000
Senior Wealth Tax Strategist for High-Net-Worth Clients

Senior Wealth Tax Strategist for High-Net-Worth Clients

EY • Seattle (WA)

Hybrid
USD 82.000 - 136.000
Remote Wealth Design Advisor

Remote Wealth Design Advisor

Waystone Advisors • Seattle (WA)

Vor Ort
USD 90.000 - 150.000
Full medical and dental benefits
Unlimited vacation after 90‑day period
12 paid holidays
+3
Financial Consultant & Wealth Planner

Financial Consultant & Wealth Planner

WealthBridge Financial Group • Olympia (WA)

Vor Ort
USD 60.000 - 80.000
Top-tier health coverage including medical, dental, and vision
401(k) retirement plan with company match
Life and disability insurance
+2
PWM Senior Wealth Planner

PWM Senior Wealth Planner

Us Bank • Seattle (WA)

Vor Ort
USD 148.495 - 174.700
Healthcare (medical, dental, vision)
401(k) and employer-funded retirement plan
Paid vacation
+2
Wealth Advisor & Financial Planning Consultant

Wealth Advisor & Financial Planning Consultant

WealthBridge Financial Group • Lakewood (WA)

Vor Ort
USD 60.000 - 80.000
Top-tier health coverage including medical, dental, and vision plans
401(k) retirement plan with company match
Life and disability insurance
+2