Top Tech Jobs & Startup Jobs in Seattle, WA

Develop and manage a wealth advisory practice by conducting client discovery, creating personalized financial plans, and delivering investment, insurance, and estate-planning solutions. Build relationships with referral partners, conduct proactive client and prospect outreach, generate new business, and grow existing client relationships. The role is branch-based, collaborative, commissioned, and focused on serving high-net-worth individuals.

Build and manage a branch-based wealth management practice: perform client discovery, create tailored financial plans, prospect and grow client relationships via partner referrals, collaborate with internal specialists to deliver investment, insurance, and estate planning services, and meet commission-based performance targets.

Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development, expanding relationships via partners and referrals, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Build and manage a branch-based wealth management practice: discover client goals, create tailored financial plans, drive new business and referrals, coordinate with specialists for investments, insurance, estate planning, and maintain high-net-worth client relationships.

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.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through proactive outreach and partner referrals, and coordinating internal specialists for investment, insurance, and estate planning. Focus on new business development and servicing high-net-worth clients in a team-oriented consumer banking environment.

Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

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.