Senior Client Relations Advisor - Wealth Management
EP Wealth Advisors, LLC
EP Wealth Advisors, LLC in Seattle seeks a Senior Client Relationship Associate to partner with our wealth advisory, financial planning, and internal support teams, contributing to client satisfaction, retention, and growth. You will join a team focused on integrity, excellence and community. The ideal candidate has a Bachelor’s degree and 4+ years in investment advisory or financial services, with strong communication and organizational skills, and the ability to multitask in a fast-paced #J-18808-Ljbffr EP Wealth Advisors, LLC
$160k - $170k
Highland Private Wealth Management is a multi-office advisory practice with... ...is dedicated to helping clients maximize their return on money... ...and their broader network of advisors to deliver thoughtful, strategic... ..., medical condition (cancer-related), gender identity or...SuggestedPermanent employmentWork at officeLocal areaRemote work$118.2k - $160k
...of strategy to develop external seller impact claims based on data, including critical partners in Finance, Public Policy, Public Relations, Creative, and more.The ideal candidate is detail-oriented with an aptitude for solving unstructured problems. They are great at extracting...SeniorFlexible hours$81.9k - $135.1k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...compliance filings and other tax related processes or tasks Compile... ...and status as a trusted advisor to maintain and further our...SeniorSummer holidayLocal areaFlexible hours- TIAA in Bellevue, WA seeks a Wealth Client Relationship Manager to supervise professional staff and partner with clients to define financial goals... ...and deliver high‑quality advice on wealth management and related products. Key responsibilities include developing strategic...Senior
- ...Provide Comprehensive Wealth Strategies: Deliver... ...tailored to each client’s goals and objectives. Manage Client Relationships... ...full suite of Lido Advisors’ services. Collaborate... ...Development: Partner with Senior Wealth Advisors to... ..., Business, or a related field. 7+ Years of experience...Senior
- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi... ...Advisor with an established client base to transition into a... ...platform of a top-tier wealth management organization. This firm... ...Advisor, Private Banker, or in a related advisory role. Strong track...SeniorWork at office
$128k - $252.5k
...a significant impact on our clients' success. You’ll work alongside... .... Our clients include asset, wealth, and investment advisers and... ...industry, including investment managers, broker-dealers, banks,... ...financial services industry senior executives, and comfort delivering...SeniorLocal areaVisa sponsorship$98k - $163k
Job Family:Management ConsultingTravel Required:Up to 50%Clearance Required... ...(OCM) and Workforce Senior Consultant to take an active... ...Senior Consultants help our clients transform their business processes... ...Experience supporting HR or workforce-related initiatives, process...SeniorFull timeLocal areaVisa sponsorshipFlexible hours$141.5k - $212.2k
...technology, and people.Our Stantec Management and Technology Consulting (... ...OverviewWe are seeking a Senior Management and Funding Consultant... ...the Western U.S. This is a client-facing leadership role... ..., economics, engineering, or related field (Master’s preferred).15...SeniorFull timeTemporary workPart timeCasual workLocal areaFlexible hours$130.6k - $135.7k
...is a next-generation, global management consulting group. Founded in... ...optimists for change and we help clients initiate, navigate and... ...Information Technology, or a related discipline. Master’s degree preferred... ...level: Mid-Senior LevelIndustry: Management ConsultingSeniorWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...and Ultra High Net Worth clients. This leader will partner... ...managers, financial advisors, trust officers, and... ...requirements and comply with related Wells Fargo policies. The...SeniorFull timeWork experience placementWork at office
$157.23k - $192.17k
....Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and goals... ...in conjunction with the senior team members.Basic... ...Extensive knowledge of Wealth Management products & services -... ..., such as those related to ethics, safety, or operational...SeniorFull timeWork experience placementLocal area$74.93k - $153k
...services to individual clients and their trusts, estates... ...’s growing Private Wealth practice! Recruiting for... ...What You’ll Do As a Tax Senior in our Private Wealth Tax... ...consulting projects related to tax planning opportunities... ...:Chartered Financial Advisor (CFA)Certified...SeniorPrivate practiceWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry... ...an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and international... ...of complex tax returns and related documents- Navigating cross...SeniorFull timeH1bLocal area$77k - $214k
Industry/SectorAsset and Wealth... ...advice and guidance to clients on tax planning, compliance... ...learning how to manage and inspire others... ...tax solutions. As a Senior Associate you will... ...initiatives related to the Inflation Reduction... ...business advisor- Demonstrating familiarity...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth... ...opportunity to help our clients meet their tax obligations while managing the impact tax has... ...strategic consultant related to business analysis... ...in the future.As a Senior Manager, you'll work... ...Serve as a strategic advisor, leveraging specialized...SeniorFull timeH1bLocal areaOverseas$122.8k - $184.2k
...00 company and a leading AI platform for managing people, money, and agents, we’re shaping... ...understanding of customer questions and related Workday concepts.Delivering small scope consulting... ...).About YouBasic Qualifications - Senior Functional Consultant - Compensation/Advanced...SeniorFull timeRemote workHome officeFlexible hours$117k - $175.4k
...00 company and a leading AI platform for managing people, money, and agents, we’re shaping... ...understanding of customer questions and related Workday concepts.Delivering small scope consulting... ...)About YouBasic Qualifications - Senior Functional Consultant - Payroll/Absence/Time...SeniorFull timeRemote workHome officeFlexible hours$146.76k - $278.24k
...assurance firm, providing clients with a genuine coast-to-coast... ...opportunity for a **Tax Senior Manager, Private Wealth** to join our growing High... ...your client’s personal advisor and collaborating with their... ...undergraduate degree in Accounting or related field required* CPA, MST...SeniorPrivate practiceLocal areaWorldwide- ...Group in Bellevue, WA, is seeking a Private Client Advisor to build and grow relationships with... ...will lead conversations on investments and wealth planning, guiding clients through... ...needs while collaborating with founders and senior advisors as the business expands. #J-18...Senior
- Cogir Senior Living is seeking a Community Relations Director (Sales and Marketing Director) to drive occupancy goals across its communities. You will manage outreach, build relationships with referral sources, conduct tours, and partner with the regional sales team to...Senior
- ...people -- whether you are a client, a consultant, or--in... ...WHAT YOU WILL DO: As a Senior IT Business Systems... ...teams navigate ambiguity, manage competing priorities,... ..., making you a trusted advisor across both business and... ...Computer Science, or a related field, or equivalent...Senior
- ...Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net... ...seeking an experienced Senior Analyst to join our GC... ...asset classes and leading client‑facing investment... ...Economics, Business, or related field Minimum 5+ years...Senior
- Wealth Management Professional Accelerate your career at the pinnacle of global... ...possess a deep passion for client service and the markets,... ...closely with Private Wealth Advisors and teammates to service our... ...trading and other investment related transactions....SeniorWork at office
- ...seeking a highly experienced Senior Advisor to support FEMA’s National... ...presentations. Advise government clients regarding available options... ...involving emergency-management training and program activities... ...or professional degree in a related scientific, technical, or professional...SeniorContract work
$114.54k - $206.66k
...Rewards. Employees enjoy multiple wealth-building opportunities through... ...informed decision-making. It manages the design and development of... ...diverse data sets for senior management presentations Lead... ...Bachelor's Degree plus 5 years of related work experience OR Advanced degree...SeniorFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours$60 - $90 per hour
Senior Management Consultant Seattle, WA (Contract, Hybrid) Applicants must be currently authorized... ...third-party recruiters/agencies. Why clients choose Pivotal Consulting: We are an... ...administration, Management, or a related field (or equivalent); MBA or advanced...SeniorFull timeContract workTemporary workVisa sponsorshipWork visa$134.5k - $265.1k
Position Summary As a Senior Consultant in Deloitte Cyber’s... ...Privacy practice, you will help clients solve complex identity, access... ...of work product, ability to manage and prioritize multiple tasks... ...Technology, Cybersecurity, or a related field; alternatively,...SeniorLocal areaVisa sponsorship$140k - $170k
...company. We are looking to hire a Senior Consultant to join our team and lead our client projects. Senior Consultants lead... ...solutions. Responsibilities Manage all phases of the project lifecycle... ...Qualifications Bachelor's degree in a related field. MBA or equivalent...Senior16 hoursTemporary workWork experience placementFlexible hours- ...Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory... ...personalized financial planning and portfolio guidance to clients, working with a team of advisors to create comprehensive...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Relations Advisor - Wealth Management. Be the first to apply!
- spanish customer service representative Seattle, WA
- airport customer service agent Seattle, WA
- career services representative Seattle, WA
- customer service officer Seattle, WA
- at home customer service representative Seattle, WA
- bilingual customer service representative spanish english Seattle, WA
- customer service representative no experience Seattle, WA
- full time customer service associate Seattle, WA
- part time customer service representative work from home Seattle, WA
- customer associate Seattle, WA


