Senior UHNW Family Wealth Advisor
Keybank, National Association
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 client needs including investment management and wealth planning. The ideal candidate possesses a robust advisory background, exceptional interpersonal skills, and a deep understanding of the UHNW market. The position offers a competitive salary and hybrid work flexibility. #J-18808-Ljbffr KeyBank
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Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate is a highly motivated team player that...Full timeTemporary workWork at office$125k - $200k
A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication...$88k - $150k
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners... ...are seeking an experienced Family Advisor to join our advisory team and work... ...modeling. Collaborates closely with the Senior Family Advisor and the full...Full timeTemporary workWork at officeLocal areaMonday to Friday- ...collaborative, client-first multi-family office supporting UHNW individuals and families. This role is ideal for an advisor with 5+ years of UHNW or... ...to complex, integrated wealth management. What You Will... ...custom reporting. Support senior advisors with cash‑flow modeling...Work at office
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Senior Consultant, Finance Transformation Are you ready to make an impact? West Monroe is... ...& Client Growth Serve as a trusted advisor and identify opportunities to expand finance... ...and internal equity. Employees and their families are covered by medical, dental, vision, and...SeniorWork at officeLocal areaFlexible hours$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...- BDO USA is seeking a Tax Manager for their Private Client & Family Office Services in Seattle. This role involves managing the full lifecycle of finance and accounting outsource engagements, developing client relationships, and offering financial management recommendations...SeniorWork at office
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EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate Your key responsibilities As a Senior Associate with EY-Parthenon... ...for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your...SeniorWork experience placementSummer holidayWork at officeFlexible hours$95.2k - $157.1k
EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate - Seattle Location: Seattle Other locations: Primary Location... ...for designated EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves of absence when needed to support your physical...SeniorWork experience placementSummer holidayWork at officeFlexible hours
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