Wealth Management Specialist, Sr. jobs in Washington

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Summer Internship
  • Merriman Wealth Management, LLC
  • Bellevue, WA OTHER
  • Overview

    Merriman is searching for an exceptional person to join our team as an Associate Advisor/Wealth Advisor Intern. The person filling this position will work as an integral team member with one or more wealth and associate advisors to empower our clients to live fully by helping them with all aspects of their financial lives. The position provides an opportunity to explore the skills necessary to be a successful associate/wealth advisor in a thriving wealth management firm. We are highly selective in choosing team members and seek a unique individual who has a driving passion for engaging with and taking care of people and an interest in financial planning and investment management.

     

    The Role

    As an Intern, your primary role will be to support one or more advisors’ teams with developing financial and investment recommendations for new and existing clients. You will:

    • In tandem with an advisor and their team, meet with current and prospective clients to understand their financial needs, goals, and concerns and gather details about their current financial data
    • With guidance, review their financial situation and develop a custom recommendation for their unique needs
    • Utilize portfolio analysis tools such as Morningstar and financial planning software such as MoneyGuide Pro to analyze their portfolio and assets and generate reports
    • Participate in client meetings with team members
    • Complete a Capstone Project

     

    Other projects may include writing blog posts, attending networking events, or other tasks as assigned. The internship also focuses on learning from other departments and producing related projects.

     

    We view the Internship role as a training ground for future advisors. You can expect to:

    • Learn and understand our investment philosophy and how we communicate it to clients
    • Gain a working knowledge of financial planning software and tools
    • Exposure to common client questions and their responses
    • Learn about various departments and their role in serving clients

     

    The Company

    We opened our doors in 1983 and quickly learned that wealth management is not just about managing money. It’s about helping people the way we would want to be helped.

     

    Today we manage approximately $3.6 billion in investments in four locations around the Pacific Northwest, giving ongoing advice to thousands of clients across the country. We seek to provide comprehensive financial planning and investment management to anyone seeking professional advice on one of the most important aspects of their lives. We were founded on the principle that everyone deserves transparent, unbiased advice that is best for them at a cost that they can afford. We continue to strive to provide that every day in serving a wide range of clients from mid-career professionals to retirees with assets from $250,000 to >$20M who share our belief that everyone deserves to live fully.

     

     

    Candidate Qualifications

    First and foremost, we are seeking a candidate who loves working with people, is analytical and detail-oriented, and is a great team player and collaborator. Pursuing a bachelor’s degree or higher with preferred coursework in financial planning, accounting, business, economics, psychology or other related areas.

     

    The ideal candidate would have the following attributes:

    • Only college seniors or recent college graduates will be considered
    • Comfortable dealing with information that is sensitive, personal, and confidential
    • Demonstrate professional poise, patience, understanding, and tact especially when working with clients who are under stress
    • Ability to balance and prioritize among multiple projects
    • Highly self-motivated and intellectually curious

     

    Work Environment

    The job is in Bellevue, Washington. Normal hours are 7 a.m. to 4 p.m. Monday through Friday. You may be invited to occasionally attend a client or company event outside of normal business hours.

     

    This position is in a high-rise office environment.  The position requires sitting, standing, and mobility throughout the office.  The ability to use common office products (phone, fax, PC and related software) is necessary to perform this job.  The ability to communicate clearly and professionally is vital.

    The Company requires full COVID-19 vaccination as a pre-requisite to performing the position you are applying for, unless a legally recognized medical or religious exemption applies (in which case there are COVID testing and masking requirements for the exempted employees).  The Company is an equal opportunity employer and will provide reasonable accommodation to those unable to be vaccinated where it is not an undue hardship to the Company to do so as provided under federal, state, and local law.

    The rewards

    We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges. The internship is paid. The hourly rate of compensation will be between $15/hr and $19/hr. The start date is dependent on the candidate’s academic schedule and will last 10-12 weeks.

     

    We also offer a competitive benefits package which includes:

    • 100% of the employee’s medical, dental, and vision premiums are covered by the employer
    • An HSA account is provided to those who enroll in medical insurance. The company makes contributions per pay period.
    • Life and short- and long-term disability insurance
    • A generous Paid Time Off and Paid Sick Leave Program
    • 401(k) with a 6% match
    • We offer nine (9) paid holidays: New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Independence Day, Juneteenth, Labor Day, Thanksgiving Day, and Christmas Day.

     

    To apply, please visit our website at www.merriman.com/jobs where you will be prompted to complete our online application process.  We are accepting applications and resumes now, and we will follow-up starting the beginning of February.

     

    We look forward to hearing from you! 

  • 20 Days Ago

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Wealth Advisor
  • Merriman Wealth Management, LLC
  • Seattle, WA OTHER
  • Overview Merriman is searching for an exceptional person to join our team as a Wealth Advisor. The person who fills this position will have an opportunity to serve clients, utilize their technical exp...
  • 23 Days Ago

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Wealth Strategy Analyst
  • Coldstream Wealth Management
  • Bellevue, WA FULL_TIME
  • Job Description: At Coldstream Wealth Management, we’re hiring an analyst to support the continued growth and development of our Wealth Strategy Group (WSG) across the firm. This position reports to t...
  • 24 Days Ago

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Wealth Management Specialist
  • Bank of America
  • Seattle, WA FULL_TIME
  • Job Description:Wealth Management Specialists are responsible for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Weal...
  • 17 Days Ago

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Sr Offering Management Specialist
  • honeywell
  • Spokane, WA FULL_TIME
  • ABOUT THE ROLE The Honeywell Sr Offering Management Specialist can work out of Spokane, WA or Morris Plains, NJ and is a hybrid position (3 days/week in the office and the other 2 can be worked remote...
  • 19 Days Ago

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Sr Specialist- Talent Management
  • Blue Origin, LLC
  • Seattle, WA FULL_TIME
  • As a Senior Specialist in Talent Management you will work with partners in HR and senior leaders across the organization to diagnose, design, and implement structure, process, and people changes that ...
  • 3 Days Ago

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Financial Representative
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT Overview Are you a...
  • 3/29/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/29/2024 12:00:00 AM

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Intern - Summer
  • Santander
  • Miami, FL
  • Intern - Summer Country: United States of America Job Description Do you have an interest in or a passion for providing ...
  • 3/29/2024 12:00:00 AM

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Insurance Specialist
  • Bankers Life
  • Murfreesboro, TN
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Wealth Strategies
  • Financial Representative Wealth Strategies: Salt Lake City, UT/Greenwood Village & Fort Collings, CO Overview Are you a ...
  • 3/29/2024 12:00:00 AM

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Financial Planner
  • Creative Planning
  • Los Angeles, CA
  • The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This ...
  • 3/29/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

Washington (/ˈwɒʃɪŋtən/), officially the State of Washington, is a state in the Pacific Northwest region of the United States. Washington is the northwestern-most state of the contiguous United States. It borders Idaho to the east, bounded mostly by the meridian running north from the confluence of the Snake River and Clearwater River (about 116°57' west), except for the southernmost section where the border follows the Snake River. Oregon is to the south, with the Columbia River forming the western part and the 46th parallel forming the eastern part of the Oregon-Washington border. To the wes...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$118,562 to $169,892