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Wealth Management

Ready to take your career to the next level? Explore exciting job opportunities in Wealth Management with us! This dynamic industry offers a wealth of benefits and growth opportunities for job seekers looking to make a meaningful impact. From innovative financial solutions to shaping the future of investing, a career in Wealth Management promises not only personal satisfaction but also the chance to positively influence society. Join us in this rewarding sector and discover endless possibilities for your professional development. Browse our job listings now and take the first step towards a fulfilling career in Wealth Management.

Client Specialist

Seattle, WA

Posted: 01/12/2024 Employment Type: Direct Hire Category: Wealth Management Job Number: a0CUm00000ToLJwMAN Pay Range: $150000 - $200000 Location Requirements: null

Job Description

A well-known financial services company is searching for a Client Specialist to work fully onsite at their location in downtown Seattle, WA! They are looking for someone with a strong background in wealth management to provide comprehensive financial planning that includes estate planning and insurance. This high-volume role involves client interactions, supporting a large revenue team and contributing to the department s growth. There is a potential for growth into leadership in this position and it comes with a generous benefits package and bonus potential!

Pay Range: $150, 000 - $200, 000 DOE


Engage in detailed financial planning, including estate planning, insurance, and other facets of clients'financials following client meetings

Ensure timely execution and close-out of various financial planning tasks

Collaborate with CPAs and legal professionals to keep clients wills and trusts up-to-date

Actively participate in client calls, taking notes, and identifying action items

Maintain a proactive call schedule for client outreach

Support partners in managing a large revenue team without directly handling investments

Contribute to the growth of the department, potentially evolving into a team lead role

  • Minimum 5-10 years of experience in financial services/wealth management or RIA
  • Bachelor's degree in a relevant field
  • Series 7 and Series 66 licenses
  • High proficiency in Excel (macros, pivot tables, vlookups)
  • Strong understanding of the stock market, IRAs, 401k limits, and the broader financial system
  • Excellent written and verbal communication skills
  • CFP certification preferred
  • Experience with Salesforce and retirement planning beneficial

  • Medical, Dental and Vision insurance
  • 401K plan with match
  • 2 weeks PTO
  • 2 weeks sick time
  • Life insurance
  • Growth opportunities

If you re a financial services professional in Seattle and looking to take the next step in your career with a global financial leader, this is the perfect opportunity for you!


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