Top Sales Jobs in Seattle, WA

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development and referrals, collaborating with internal specialists on investments, insurance and estate planning, and servicing high-net-worth clients in a team-oriented bank environment.

Branch-based Wealth Advisor builds personalized wealth management plans, grows client relationships through outreach and partner referrals, leverages specialists for investment, insurance, and estate planning, and focuses on new business development and high-net-worth servicing.

Build and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships through referrals and partner engagement, and leveraging internal specialists for investment, insurance, and estate planning services.

Develop and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development and referrals, collaborating with internal specialists (investment, insurance, estate planning), and servicing high-net-worth clients to grow relationships and client engagement.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through referrals and partner engagement, and coordinating specialists for investments, insurance, and estate planning.

Manage and grow mortgage referral networks and a sales team to generate mortgage applications and closed loan volume. Interview customers, advise on products/pricing, ensure application completeness and compliance with policies, recruit and develop loan officers, and maintain knowledge of guidelines and pricing strategies.

Manage mortgage sales and develop networks to generate new lending opportunities. Train loan officers, ensure compliance, and meet sales goals.

Provides day-to-day support to wealth managers, leads onboarding and ongoing service for high-net-worth clients, manages client relationships, and communicates investment updates, market insights, and performance reports. Requires knowledge of investment and banking products, strong communication skills, attention to detail, customer focus, and prior brokerage or registered investment adviser experience. Series 7 and 66, or Series 63 and 65, may be required.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, and leveraging internal specialists. Drive new business through partner relationships and proactive outreach, grow existing client relationships, and serve high-net-worth individuals with services including investment management, insurance, estate planning, and financial planning.