CFP Licensed Wealth AdvisorVirtualVocations • Olympia, Washington, United States
serp_jobs.error_messages.no_longer_accepting
CFP Licensed Wealth Advisor
VirtualVocations • Olympia, Washington, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Senior Advisor, Wealth Management Service.
Key Responsibilities
Provide exceptional onboarding experiences for new clients
Develop comprehensive financial plans tailored to clients' unique situations and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Required Qualifications
CFP or IQFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
serp_jobs.job_alerts.create_a_job
Wealth Advisor • Olympia, Washington, United States
Job_description.internal_linking.related_jobs
We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more 
We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus o...serp_jobs.internal_linking.show_more
serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more 
As a Signals Intelligence Voice Interceptor, you’ll use your skills as a linguist to identify, categorize, translate, and summarize foreign language communications from a specific location.You’ll a...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more 
We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more
Floating Clinical Director Licsw Lmft Lmhc - Washington State.The Floating Clinical Director is a mid-level management role designed for licensed clinical leaders who thrive on flexibility and trav...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more 
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
Through regular interactions with...serp_jobs.internal_linking.show_more
As a Signals Intelligence Voice Interceptor, you’ll use your skills as a linguist to identify, categorize, translate, and summarize foreign language communications from a specific location.You’ll a...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more 
Finance Operations is responsible for the oversight and overall performance of the following core financial processes.This includes pricing administration, rebates, cash application, chargebacks, b...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence.
Step into a brand new clinic in Lakewood, WA and pick out...serp_jobs.internal_linking.show_more 
This recruitment will remain open until November 15, 2025.The agency reserves the right to make a hiring decision at any time after the initial screening date on October 22, 2025.It is in the appli...serp_jobs.internal_linking.show_more
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_more
Licensed Marriage & Family Therapist (REMOTE) - Grapeview, WA
LifeStance Health • Grapeview, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Olympia, WA
JPMorgan Chase • Olympia, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE) - Adna, WA
LifeStance Health • Adna, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE) - Napavine, WA
LifeStance Health • Napavine, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Private Client Banker
KeyCorp • Centralia, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Olympia, WA
Chase • Olympia, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE) - Shelton, WA
LifeStance Health • Shelton, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE) - Littlerock, WA
LifeStance Health • Littlerock, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Cryptologic Linguist - Up To $22.5k Signing Bonus
United States Army • Dryad, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE) - Rochester, WA
LifeStance Health • Rochester, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE)
LifeStance Health • Olympia, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Floating Clinical Director LICSW LMFT LMHC - Washington State 901
Telecare • Olympia, WA, US
serp_jobs.job_card.temporary
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE) - Elma, WA
LifeStance Health • Elma, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Service Associate
Morgan Stanley • Olympia, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Cryptologic Linguist - Up To $22.5k Signing Bonus
US Army • Grapeview, WA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage & Family Therapist (REMOTE) - Malone, WA
LifeStance Health • Malone, WA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Advisor, Finance Operations (Cash Application)
USA Jobs • Olympia, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Licensed Marriage & Family Therapist - Rochester, WA
LifeStance Health • Rochester, WA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Climate Policy Advisor
State of Washington • Olympia, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Solutions Advisor - South Puget Sound Area
Bank of America • Lacey, WA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted