Wealth & Trust Services Associate — Client Solutions
$65.5k - $82kLaird Norton Wetherby
Laird Norton Wetherby seeks a full-time Client Associate & Trust Services to support Wealth Managers in Seattle. The role involves trust administration, cash management, and maintaining client records. Candidates should have at least 3 years in private wealth management, strong communication skills, and a four-year degree. The compensation ranges from $65,500 to $82,000 based on experience, with comprehensive benefits including medical coverage and a generous PTO policy. #J-18808-Ljbffr Laird Norton Wetherby
- A leading financial services firm in Seattle is looking for a Private Client Advisor to provide comprehensive financial planning and investment solutions. The successful candidate will have at least 2 years in a Financial Advisor role, demonstrate strong relationship management...Suggested
$125k - $175k
Bessemer Trust in Seattle is seeking a Client Advisor to develop and manage relationships with ultra-high net worth clients. The role involves communication, account administration, and assistance with investment management. The ideal candidate will have a Bachelor's degree...Suggested$65.5k - $82k
Laird Norton Wetherby in Seattle is looking for a full-time Client Associate in Trust Services. In this role, you will help manage Trust tax and bill payments by working closely with wealth management professionals. Ideal candidates will possess strong organizational and...SuggestedFull time- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Seattle. This role is vital for building client relationships, guiding financial decisions, and delivering the bank’s core banking and investment solutions. As a Financial Solutions Advisor, you...Suggested
- EP Wealth Advisors, Inc in Seattle is seeking a Senior Client Relationship Associate to manage and enhance client relationships. You'll collaborate... ...while developing trusted partnerships. The ideal candidate... ...of experience in financial services, with excellent...Suggested
$100k
CNI Consulting Inc. is seeking a VP Private Client Group in Washington, DC, to manage your business remotely and present wealth management solutions to high-net-worth clients. This position requires extensive experience in the financial industry and a proven sales track...Remote job- Naifahouston is seeking a Client Advisor to join their team in Seattle, WA. This role involves developing and maintaining relationships... ...worth clients through proactive communication and coordinated service delivery. The ideal candidate will have a Bachelor's degree, 8+...Work at office
$80k - $90k
...Client Service, Associate Seattle, WA At Freestone, we believe in making... ...success, we are an independent wealth and asset management firm... ...Service Excellence : Act as a trusted resource for clients,... ...mindset. ~ A proactive, solutions-driven approach with the ability...Summer work- Atrium is seeking an Associate Client Advisor to manage relationships with high-net-worth clients. This role involves providing exceptional service and assisting in the delivery of wealth management solutions. Candidates should have 2-3 years of experience in financial...Work at office
- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping... ...delivering extraordinary customer service while maintaining a strong... ...clients to offer the best investment solutions to meet their financial needs. As a...
$150k
Atrium is seeking a Client Advisor in Seattle to manage relationships with high-net-worth clients, providing exceptional service and comprehensive wealth management solutions. The role demands strong client service skills, the ability to work in a collaborative environment...Work at office- Atrium Staffing is seeking an Associate Client Advisor for their Seattle office. This role involves supporting... ...high-net-worth clients, ensuring exceptional service, and assisting with comprehensive wealth management solutions. The ideal candidate will have 2-3 years of...Work at office
$55k - $95k
Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...individuals in this role build trusted relationships. Leading with... ...and leading-edge solutions—and in the ability of capital...Full timeTemporary workWork at officeLocal area- Charles Schwab is looking for a Wealth Advisor to manage client relationships and provide personalized investment guidance while ensuring holistic financial... ...skills, time management, and the ability to build trust with clients. The role fosters a culture of collaboration...Work at office
- ...seeks a seasoned professional for a wealth management role focused on high net worth clients. The ideal candidate will lead a team to build tailored solutions, utilizing deep industry knowledge... .... A commitment to client service and strong problem-solving skills...
- ...WA. In this role, you will engage clients, offering tailored financial strategies... ...plans, and provide comprehensive solutions in investment, retirement planning, and wealth management. Join a passionate team dedicated to exceptional service and client success. #J-18808-...
$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...Work at office$100k - $180k
...Role: Our Private Client Advisor will work with... ...high and ultra-high net wealth individual, non-profit... ...estate planning, and trust services to frame, acquire, and... ...provide education and solutions to provide value based... ...We offer eligible associates comprehensive healthcare...Immediate start- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...offer the best investment solutions to meet their financial... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide...
$125k - $150k
...truly matters to our clients. With a 26-year... ...are an independent wealth and asset management... ...team, wealth planning, trust and estate, client service, legal and compliance... ...develop junior client associates and emerging... ...to understand, are solution‑oriented, and unequivocally...Summer work$100k - $275k
...and delivering for our clients, teammates,... ...bank's capabilities and services to meet specific client... ...preferences, and overall wealth strategy, being responsive... ...and prospects as their trusted advisor, providing... ...for and closes business Solutions oriented; sales and financial...Work at officeShift workDay shift$150k
...Client Overview: Our client is a leading private wealth management and investment advisory firm serving... ..., and family office services with a focus on long‑term... ...comprehensive wealth management solutions. This role works... .... Review wills, trusts, and governing documents...Hourly payWork at office$104.55k - $123k
U.S. Bank is seeking a Wealth Management Banker in Seattle to ensure a top-tier experience for affluent clients. This role involves developing and managing client relationships... ...expert guidance on wealth banking solutions. Candidates should have a minimum of five...- Northern Trust Corp in Seattle is seeking a Wealth Strategist to sell bank products and services with a focus on trust offerings. The candidate will research clients' financial needs and consult on estate planning services. Applicants should have 3-5 years of trust sales...
- Job Description The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving... ...of lending solutions across Merrill Wealth Management. The Advisor is embedded... ...skills, with ability to build trust and credibility with advisors and leadership...Work at officeShift workDay shift
$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to manage relationships with ultra-high net worth clients. In this role, you will be responsible for onboarding... ...Bachelor's degree, 1-2 years in client service, strong communication skills, and a commitment...- KeyCorp in Seattle is seeking a Private Client Advisor to focus on the Mass Affluent client base, utilizing financial wellness strategies... ...relationships and ensuring effective delivery of financial solutions. The ideal candidate will have a high school diploma or equivalent...
$78k
JPMorgan Chase is seeking a Private Client Advisor in Seattle, WA, to provide comprehensive financial planning and advice to clients... ...building business relationships, delivering personalized investment solutions, and fostering a diverse and inclusive environment. The...- JPMorgan Chase & Co. is seeking a Private Client Advisor in Seattle to deliver personalized financial planning and investment solutions to clients. This role focuses on building... ...support our diverse clientele with exceptional service and financial guidance. #J-18808-Ljbffr...
- ...for a Select Growth Advisor to join their Wealth Management team in Seattle, WA. This role... ...clientele, ensuring an exceptional client experience while developing strong investment... ...least 4 years of experience in financial services, strong analytical skills, and a proven track...
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