Talent.com
Lead Advisor/Relationship Manager
Lead Advisor/Relationship ManagerTranscend Practice Management • Bellevue, WA, US
Lead Advisor / Relationship Manager

Lead Advisor / Relationship Manager

Transcend Practice Management • Bellevue, WA, US
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

Job Description

Job Description

Lead Advisor / Relationship Manager

Location : Bellevue, WA

Salary : $190,000 - $220,000 base salary

Status : Full-time; Remote

We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work / life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come. Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

We are excited to hire a Lead Advisor / Relationship Manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment!

Who You Are :

  • You view being an advisor as a calling rather than a profession.
  • Being of service to clients is a privilege that you honor through dedication and commitment.
  • You are interested in sustainability and want to be part of a firm that lives its values.
  • You expect a lot of yourself, are driven to excel and understand that this is your life's work.

As a Relationship Manager , you will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment professionals create, manage and trade the portfolios.

In your new role, you can expect to :

  • Take ownership of financial planning and investment management.
  • Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.
  • Analyze client's income and asset situation; review and update client's financial situation.
  • Develop and present financial planning recommendations and / or alternatives.
  • Take a proactive approach to client service and collaboration with colleagues.
  • Occasionally travel to see clients in our Hudson Valley location or in other states.
  • Qualifications for this opportunity include :

  • Bachelor's degree
  • 5 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations
  • CFP®
  • Series 65 or willingness to obtain
  • The ability to build lasting, high trust relationships with clients through exemplary client service
  • Very team-oriented
  • Strong, adaptive technology abilities
  • Intellectual curiosity and passion for our business
  • We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

    serp_jobs.job_alerts.create_a_job

    Lead Manager • Bellevue, WA, US

    Job_description.internal_linking.related_jobs
    Partner Development Managers

    Partner Development Managers

    Jobs for Humanity • Seattle, WA, US
    serp_jobs.job_card.full_time
    Jobs for Humanity is collaborating with Upwardly Global and with TikTok to build an inclusive and just employment ecosystem. We support individuals from all walks of life.TikTok is the leading desti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Manager - ICG - Middle MarketCategorySales & Relationship ManagementJob Id2025-0024330LocationSeattle, WA, United StatesPosting Start Date10 / 02 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

    Relationship Manager - ICG - Middle MarketCategorySales & Relationship ManagementJob Id2025-0024330LocationSeattle, WA, United StatesPosting Start Date10 / 02 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

    US Bank • Seattle, WA, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relations Manager

    Client Relations Manager

    Internet Brands • Seattle, WA, US
    serp_jobs.job_card.full_time
    Client Relations Manager at Martindale-Avvo.Martindale-Avvo is seeking a proven change leader and culture builder to join our Account Management leadership team as a Client Relations Manager (CRM)....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Relationship Leader

    Client Relationship Leader

    CliftonLarsonAllen • Seattle, WA, US
    serp_jobs.job_card.temporary
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wellness Advisor (Sales)

    Wellness Advisor (Sales)

    YogaSix - Mercer Island • Seattle, WA, US
    serp_jobs.job_card.part_time
    serp_jobs.filters_job_card.quick_apply
    Wellness Advisor Reports to : General Manager COMPANY OVERVIEW : YogaSix believes everyone deserves the mind-body experience of yoga. YogaSix offers six different class types designed to accommodate s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Team Lead Business Banking Relationship Manager

    Team Lead Business Banking Relationship Manager

    KeyCorp • Tacoma, WA, US
    serp_jobs.job_card.full_time
    Team Lead Business Banking Relationship Manager.Location : 1101 Pacific Avenue - Tacoma, Washington 98402.Job Brief (Purpose) : The Team Lead Business Banking Relationship Manager reports to the Busi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Healthcare Relationship Manager

    Senior Healthcare Relationship Manager

    U.S. Bancorp • Bellevue, WA, US
    serp_jobs.job_card.full_time
    Healthcare Business Banking Relationship Manager.Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U. Bank's Healthcare clients with annual revenue of up to $2...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab • BELLEVUE, WA, United States
    serp_jobs.job_card.full_time
    At Schwab, you’re empowered to make an impact on your career.We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Banking Sr Relationship Manager

    Business Banking Sr Relationship Manager

    Bank of America • Bellevue, WA, US
    serp_jobs.job_card.full_time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Relationship Manager - Seattle

    Client Relationship Manager - Seattle

    FusionTek • Federal Way, WA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Managed Service Provider with offices in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL.We are a close-knit team dedicated to IT infrastructure management for small to mid-sized busin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Tacoma, WA, US
    serp_jobs.job_card.full_time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    AVP | Retail Relationship Manager - Edmonds

    AVP | Retail Relationship Manager - Edmonds

    First Financial Northwest Bank • Edmonds, WA, US
    serp_jobs.job_card.full_time
    AVP | Retail Relationship Manager - Edmonds.Bring your expertise and enthusiasm to a company that's eager to put your talents to use. Our Retail Relationship Managers are the driving force behind bu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Dealer Relationship Manager

    Dealer Relationship Manager

    Harborstone • Lakewood, WA, US
    serp_jobs.job_card.full_time
    Develop new dealer relationships and maximize business from existing dealer relationships through impactful dealer contacts. We rely on you to find ways to outperform our competition and maintain Ha...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    ISV Relationship Manager

    ISV Relationship Manager

    Global Payments • Seattle, WA, US
    serp_jobs.job_card.full_time
    About Heartland, A Global Payments Company.Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Relationship Manager Senior Acquisition-Vice President

    Business Relationship Manager Senior Acquisition-Vice President

    Chase • Seattle, WA, US
    serp_jobs.job_card.full_time
    This is the job description content.It focuses on the key responsibilities and requirements for the position.The content is presented in a clear and concise manner, ensuring that all necessary info...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    JPMorgan Private Client Relationship Manager - Bellevue, WA

    JPMorgan Private Client Relationship Manager - Bellevue, WA

    JPMorgan Chase • Bellevue, WA, US
    serp_jobs.job_card.full_time
    Relationship Manager In Consumer And Community Banking.Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a uniq...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Healthcare Relationship ManagerCategorySales & Relationship ManagementJob Id2025-0024560LocationBellevue, WA, United StatesPosting Start Date10 / 06 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

    Senior Healthcare Relationship ManagerCategorySales & Relationship ManagementJob Id2025-0024560LocationBellevue, WA, United StatesPosting Start Date10 / 06 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

    US Bank • Bellevue, WA, US
    serp_jobs.job_card.full_time
    Senior Healthcare Relationship Manager.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Manager

    Relationship Manager

    Mechanics Bank • Tacoma, WA, US
    serp_jobs.job_card.full_time
    Mechanics Bank is currently searching for a Relationship Manager to join our team.Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Relationship ManagerTacoma, Washington, United States

    Client Relationship ManagerTacoma, Washington, United States

    Ernest • Tacoma, WA, US
    serp_jobs.job_card.full_time
    For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Key Private Bank Relationship Manager - Licensed

    Key Private Bank Relationship Manager - Licensed

    KeyCorp • Seattle, WA, US
    serp_jobs.job_card.full_time
    Location : 1301 5th Avenue - Seattle, Washington 98101.Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and inves...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted