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Wealth Planner Jobs in Seattle WA

Strategic Wealth & Planning Manager

Strategic Wealth & Planning Manager

Fiduciary Counselling, Inc. • Tacoma (WA)

On-site
USD 80,000 - 100,000
WealthTech Financial Planner - Collaborative & Impactful

WealthTech Financial Planner - Collaborative & Impactful

Range • Bellevue (WA)

On-site
USD 85,000 - 120,000
Comprehensive health coverage
401k plan
Technology allowance
+3
Financial Planner: Biblical Principles-Driven Wealth Advisory

Financial Planner: Biblical Principles-Driven Wealth Advisory

Blue Trust Inc • Bothell (WA)

On-site
USD 90,000 - 120,000
UHNW Family Wealth Advisor — Estate & Planning Leader

UHNW Family Wealth Advisor — Estate & Planning Leader

Parcion Private Wealth LLC • Bellevue (WA)

Hybrid
USD 90,000 - 185,000
Competitive salary
Benefits package
401(k) match
+3
Wealth Advisor Associate - Client Planning & Growth

Wealth Advisor Associate - Client Planning & Growth

Ameriprise Financial Services, LLC • Bellevue (WA)

On-site
USD 100,000 - 125,000
Lead UHNW Wealth Planner & Strategy Advisor

Lead UHNW Wealth Planner & Strategy Advisor

KeyBank • Tacoma (WA)

On-site
USD 116,000 - 216,000
Hybrid Wealth Analyst & Planning Specialist

Hybrid Wealth Analyst & Planning Specialist

Laird Norton Wetherby • Seattle (WA)

Hybrid
USD 90,000 - 115,000
Medical insurance
Dental insurance
Vision coverage
+3
Wealth Relationship Advisor

Wealth Relationship Advisor

Northern Trust Corp. • Seattle (WA)

On-site
USD 115,000 - 195,000
Health benefits
Discretionary bonus program
Retirement benefits (401k/pension)
Wealth Management Intern: Planning, Analysis & Research

Wealth Management Intern: Planning, Analysis & Research

AON PLC • Seattle (WA), Northern (KY)

Hybrid
USD 34,000 - 37,000
Senior Wealth Planner

Senior Wealth Planner

CI Financial • Seattle (WA)

On-site
USD 76,000 - 108,000
401(k) Matching
Medical Plans
Dental, Vision & Life Insurance
+7
Wealth Advisor: Planning-Focused with Equity Path

Wealth Advisor: Planning-Focused with Equity Path

Wealth Enhancement • Lacey (WA)

On-site
USD 100,000 - 145,000
Health insurance
401k with match
PTO & holidays
+2
Wealth Planning Specialist - Client Advisory & Planning

Wealth Planning Specialist - Client Advisory & Planning

Baird Careers • Seattle (WA)

On-site
USD 45,000 - 61,000
Bonus potential up to 10.5% of basepay
Total Rewards program
Wealth Advisor: Succession Lead for Established Clients

Wealth Advisor: Succession Lead for Established Clients

Wealth Enhancement Group • Lacey (WA), Northern (KY)

Hybrid
USD 100,000 - 145,000
Medical, dental and vision coverage
401k with match
Paid time off
+2
Senior Wealth Planner: Strategic, Goals-Based Guidance

Senior Wealth Planner: Strategic, Goals-Based Guidance

Us Bank • Seattle (WA)

On-site
USD 157,000 - 192,000
Healthcare (medical, dental, vision)
Life insurance
Disability insurance
+6
Wealth Advisor Associate: Growth Path to Senior Advisor

Wealth Advisor Associate: Growth Path to Senior Advisor

Mission Wealth • Bellevue (WA)

On-site
USD 72,000 - 88,000
Competitive salary
Bonus program
Equity partnership pathway
+3
Wealth Advisor - Client-Focused Portfolio Guidance

Wealth Advisor - Client-Focused Portfolio Guidance

Charles Schwab • Bellevue (WA)

On-site
USD 70,000 - 110,000
401(k) with Company Match
Employee Stock Purchase Plan
Paid Time Off
+6
Wealth Management Intern: Plan, Analyze, Impact

Wealth Management Intern: Plan, Analyze, Impact

Aon plc • Seattle (WA)

On-site
USD 34,000 - 37,000
Licensed Paraplanner — Wealth Planning in Seattle

Licensed Paraplanner — Wealth Planning in Seattle

Jambalaya Group • Seattle (WA), Northern (KY)

Hybrid
USD 82,000 - 95,000
Medical insurance
401(k) with employer contribution
Profit-sharing opportunity
+3
Family Office Wealth Architect

Family Office Wealth Architect

Next Level Recruiting, LLC • Seattle (WA)

On-site
USD 120,000 - 190,000
Medical/dental/vision insurance
Disability and life insurance
401(k) with company match
+1
Hybrid Wealth Advisor — Client-Centric Financial Planner

Hybrid Wealth Advisor — Client-Centric Financial Planner

Raymond James Financial, Inc. • Bellevue (WA), Northern (KY)

Hybrid
USD 75,000 - 83,000
100% paid Medical, Dental and Vision
401k + Match
Annual Discretionary Bonus
+1
Senior Wealth Advisor & Financial Planning Partner

Senior Wealth Advisor & Financial Planning Partner

Raymond James • Bellevue (WA)

Hybrid
USD 75,000 - 83,000
Medical, Dental & Vision
401k with match
Discretionary bonus & PTO
Wealth Planning Advisor - High-Net-Worth Growth

Wealth Planning Advisor - High-Net-Worth Growth

TIAA • Seattle (WA)

On-site
USD 84,000 - 110,000
Licensed Wealth Advisor: Grow Client Wealth & Impact

Licensed Wealth Advisor: Grow Client Wealth & Impact

Equitable Advisors • Seattle (WA)

On-site
USD 44,000 - 65,000
FINRA Sponsorship
Mentorship & Training
Stable pay during PEP & career path
+2
Senior Private Wealth Planner - Goals-Based Planning

Senior Private Wealth Planner - Goals-Based Planning

JPMorgan Chase & Co. • Bellevue (WA)

On-site
USD 150,000 - 210,000
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 - 135,200
Comprehensive compensation and benefits package
Flexible vacation policy
Health and dental coverage
+1

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