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
$130k - $300k
...impact. We lead the industry in aligning wealth, passion, and purpose to help our clients... ...Jones as their trusted financial advisor. Develop and expand relationships with... ...services discount for employees and immediate family members Time & Flexibility Minimum...SeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Consultants is looking for an Associate Advisor to join their financial... ...the delivery of high-touch, family office-level service to ultra-... ...alongside Advisors and Senior Advisors. The ideal candidate... ...years of relevant experience in wealth management and a Bachelor's degree...SuggestedWork at office
- ...and investment advice to high-net-worth families and they love what they do. They have... .... multiple years in a row! They are an advisor-built firm with incredibly talented people... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their newly opened Seattle...SeniorWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...role partners closely with high–net‑worth individuals and families to develop personalized financial strategies and help...Senior
$125.4k - $181.88k
...customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net... ...parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Join a dynamic and fast-growing Registered Investment Advisor as a Family Advisor, where you will play a pivotal role in helping clients achieve... ...the opportunity to engage deeply with clients, manage their wealth planning needs, and collaborate with a dedicated team. You...
$97.75k - $115k
Associate Wealth Advisor (Pacific Time Zone) Arizona; Scottsdale; Seattle; Washington Job Summary... ...financial goals. The role supports a Senior Wealth Advisor and an existing book of business... ...sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (8...Temporary workWork at officeLocal areaRemote workMonday to Friday$185k - $250k
...Job Description Job Description Senior Family Office Advisor Seattle, Washington Our client... ...entrepreneurs navigating significant wealth events. This is a senior-level position... ...client-facing advisory experience with UHNW families, preferably in an RIA, family...SeniorWork at office$30 per hour
...seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located...SeniorWork at officeRemote work- ...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...Senior
- ...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...Senior
- ...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...SeniorWork at office
- ...CognoWiz is looking for a Sr. Manager, Wealth Advisor to join our team in Bellevue, Washington. The successful candidate will demonstrate strong financial and analytical skills, and should possess a B.A. or B.S degree, as well as necessary FINRA registrations including...SeniorFull time
- ...Senior Financial Planner Tired of traditional financial planning... ...the fast, flexible, holistic wealth management platform reinventing... ...retiring early or taking care of family members can get answers to... ...team of industry leading wealth advisors. This individual will be...SeniorWork at officeRelocationMonday to FridayFlexible hours
- ...Modern Family Law, a nationally expanding law firm, seeks a Senior Family Law Paralegal for the Bellevue, WA office. This position involves managing diverse family law cases, working collaboratively in a fast-paced environment, and ensuring high-quality legal work. Preferred...SeniorWork at officeRemote work
$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 FridayFlexible hours- gpac is seeking a Senior Family Law Attorney licensed in Washington State to join our reputable boutique litigation firm. The ideal candidate will manage complex family law cases, lead litigation phases, and be confident in courtroom appearances. We offer a competitive...Senior
- ...to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier... ...years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and...SeniorWork at office
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations, developing business opportunities, and collaborating with high net worth...Senior- ...Elise Buie Family Law is looking for a Senior Family Law Litigation Paralegal to support clients through difficult transitions. This fully remote role involves managing family law matters, drafting legal documents, and providing exceptional client care. The ideal candidate...SeniorRemote work
$175k - $215k
WizeHire, Inc in Seattle is seeking a Senior Family Law Attorney who believes in a better approach to family resolution. In this role, you’ll lead consultations, shape case strategies, and mentor attorneys, ensuring quality service for clients. The compensation package...Senior$94k - $175k
A financial services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for client advisory services to high... ...analyzing estate planning documents, and collaborating with external advisors. Candidates should have over 10 years of experience in...Senior- Seattle office of our client seeks a family law senior attorney with 10 years of experience. Experience in court, including motions on the Family Law Motions Calendar and before assigned Judges, is required. The candidate will actively handle all aspects of a client's case...SeniorWork at office
- ...EP Wealth Advisors, Inc in Seattle is seeking a Senior Client Relationship Associate to manage and enhance client relationships. You'll collaborate with various teams and contribute to client satisfaction while developing trusted partnerships. The ideal candidate has a...Senior
$77k - $202k
...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver... ...medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please...SeniorFull timeH1b- BCG Attorney Search in Seattle seeks a Family Law Senior Attorney with 10 years of experience. This position involves managing cases, representing clients in court, and ensuring effective communication with all parties. The ideal candidate will be adept at drafting pleadings...Senior
- BCG Attorney Search in Seattle, WA seeks a Senior Family Law Attorney to lead consultations and mentor other attorneys. This role involves conducting Legal Roadmap Sessions and shaping case strategies, all while producing quality outcomes with a high client volume. The...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team members...Senior
$116k - $136.5k
...Senior Consultant, Finance Transformation Chicago Are you ready to make an impact? West... ...Development & Client Growth Serve as a trusted advisor and identify opportunities to expand... ...and internal equity. Employees (and their families) are covered by medical, dental, vision,...SeniorWork at officeLocal areaImmediate startFlexible hours$130k - $240.88k
United Cerebral Palsy of Georgia is seeking a Senior Attorney specializing in Family Law to join its Seattle, WA office. This role allows for remote work, although candidates must reside in Washington for client interactions. A signing bonus of $25,000 is offered along...SeniorRemote jobWork at officeRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Family Wealth Advisor. Be the first to apply!
- senior financial advisor Seattle, WA
- financial planning assistant Seattle, WA
- senior wealth advisor Seattle, WA
- financial consultant Seattle, WA
- wealth advisor associate Seattle, WA
- financial advisor associate Seattle, WA
- patient financial counselor Seattle, WA
- financial planning associate Seattle, WA
- jde finance consultant Seattle, WA
- oracle cloud financials consultant Seattle, WA


