Senior Wealth Advisor for HNW Clients & Growth
Beacon Pointe
A leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional service. The ideal candidate should possess an undergraduate degree, 8-10 years of industry experience, and relevant financial designations. Strong communication and interpersonal skills are essential for successful engagement in this fast-paced environment. #J-18808-Ljbffr Beacon Pointe
- Beacon Pointe is seeking experienced Senior Wealth Advisors in Seattle to provide comprehensive wealth management advice and build long-term relationships with clients. Ideal candidates have over 5 years of experience, a proven track record in client acquisition, and a...SeniorHigh net worth
- An established industry player is seeking a Senior Wealth Advisor to join their Seattle office. This role offers a unique opportunity to lead with planning and work with high-net-worth clients, providing them with tailored financial advice. The firm prides itself on its...SeniorHigh net worthWork at office
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately... ...elevate the client and advisor experience and create... ...of our High Net Worth (HNW) and Ultra-High Net Worth... ...integrity, humility Growth-minded self-starter,...SeniorHigh net worthTemporary workWork at officeFlexible hours- ...in a row! They are an advisor-built firm with incredibly... ...firm always puts their client’s best interest first.... ...an entrepreneurial Senior Wealth Advisor to join their newly... ...with a portable, HNW client practice, who will... ...the firm’s collective growth. The ideal candidate is...SeniorHigh net worthWork at office
- A wealth management firm in Bellevue is looking for a Wealth Advisor to create and implement comprehensive wealth plans tailored to clients' goals. The successful candidate will have at least 5 years... ...The firm emphasizes professional growth and a strong team mentality,...High net worth
- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong... ...position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr The Agency...Senior
- ...Associates, Inc. seeks a Bonneville Power Administration Client Team Leader (CTL) in Bellevue, WA to oversee client relationships in power delivery. This senior role includes strategic leadership, market growth, and direct involvement in business development. Expectations...SeniorFlexible hours
$70k - $100k
...independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal... ...in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and...SeniorHigh net worthTemporary workLocal areaFlexible hours$140k
A leading wealth management firm in Bellevue is looking for a Wealth Manager. This role involves client relationship management, business development, and comprehensive financial planning knowledge. The ideal candidate will have extensive experience in financial advisory...- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...building long‑term relationships with clients. The role partners closely with high-... ...for enhanced lead flow and growth for our Advisors. Responsibilities Build...SeniorHigh net worth
- Boutique Recruiting is seeking an Advisor in Bellevue, WA, to drive impact in wealth management. This role involves building and managing a client portfolio of high-net-worth individuals. The ideal candidate will have over 5 years of experience, a Series 65 certification...High net worth
$70k - $100k
A leading insurance brokerage in Seattle is seeking a dedicated professional to manage high-net-worth and affluent client accounts. You will ensure a minimum retention of client accounts through proactive engagement and provide expertise on insurance coverage. The ideal...SeniorHigh net worth- ...financial institution in Seattle is hiring a Private Wealth Advisor to manage and develop client relationships in wealth management. The role requires... ...role offers opportunities for personal and professional growth along with a competitive salary and comprehensive benefits...High net worth
$70k - $100k
...independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal... ...in our associates, and we take pride in celebrating their growth and success through our one‑of‑a‑kind employee reward and...SeniorHigh net worthTemporary workLocal areaFlexible hours$56k - $132k
...are an organization of consultative advisors and problem solvers. We help... ...most significant risk, workforce, wealth management and retirement challenges... ...more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing...SeniorHigh net worth- ...accounting firm is seeking an Assurance Senior Manager in Seattle, WA. This role requires... ...Manager will oversee audit teams, improve client internal controls, and maintain key... ...environment that values individual contributions and professional growth. #J-18808-Ljbffr BDO USASenior
$156k - $249.6k
David Evans and Associates, Inc. is seeking a Bonneville Power Administration Client Team Leader to manage client relationships and market growth across Oregon and Washington. The role entails leading teams, overseeing power delivery projects, and ensuring successful client...Senior- KeyBank is seeking a Family Wealth Strategist in Seattle to serve as the lead advisor for Ultra High Net Worth families with over $25 million in investible assets. This senior role focuses on prospecting new clients, deepening existing relationships, and managing comprehensive...SeniorHigh net worth
$94k - $175k
...financial services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for client advisory services to high-net-worth clients. This... ...planning documents, and collaborating with external advisors. Candidates should have over 10 years of experience...SeniorHigh net worth$76k - $125.3k
...organization, and you'll see that growth reflected in your... ...for a wide range of clients and colleagues. This is... ...develop into a trusted advisor role to client. You... ...understanding of estate and wealth planning Experience... ...confidence to challenge senior colleagues and...SeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$125k - $220k
...Senior Tax Manager Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast... ...Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist... ...industry leader: Be part of a high-growth firm that is passionate for...SeniorFull timeLocal areaImmediate startRemote workFlexible hours$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 clients, ensuring investment objectives are achieved, and executing trading transactions....High net worth- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Bellevue, WA. This role involves obtaining necessary Securities Industry licenses, managing client relationships, and providing financial solutions. Successful candidates will receive comprehensive...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with financial solutions while acquiring industry licenses. This... ...include consultative client interactions and professional growth through structured training and coaching. Compensation is...Hourly pay- ...established industry player is seeking a Wealth Advisor to join their dynamic team in Bellevue.... ...plans and manage complex portfolios for clients. You will be part of a collaborative environment... .... With a commitment to professional growth and a supportive culture, this...
- Northwestern Mutual - Puget Sound in Bellevue is seeking a Financial Advisor who will educate clients on insurance and financial planning. Ideal candidates will have strong communication skills and a Bachelor's degree, with the opportunity to grow within a supportive team...
$60k - $125k
A leading global financial firm is seeking a Wealth Management Professional to join its Seattle office. This role focuses on high-net-worth clients, requiring strong client service and communication skills along with a Bachelor's Degree. You will manage client relationships...SeniorHigh net worthWork at office$91.9k - $142.4k
...Professional in Seattle, WA to prepare and review complex individual tax returns, provide insightful tax planning for high net worth clients, and collaborate with a team of specialists across various tax domains. You should have a bachelor's degree in Accounting, progress...SeniorHigh net worth- A growing insurance firm in Seattle is seeking a Personal Insurance Account Manager to effectively manage and grow private client insurance accounts. The ideal candidate will have over 3 years of high net worth personal lines experience and strong analytical and customer...High net worth
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role focuses on tax compliance and planning for high-net-worth individuals and partnerships. Responsibilities include reviewing tax returns and managing compliance for private...SeniorHigh net worthRemote jobHourly paySeasonal work
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