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
- ...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
$80k - $100k
...First Tech Federal Credit Union seeks a Senior Associate Financial Advisor in Bellevue, WA. This role is crucial in supporting established Financial Advisors while managing client relationships and advising on investments. The ideal candidate should have a minimum of 3...Senior- 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
- ...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
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory... ...services, allowing you to develop strong client relationships while mentoring junior team... ...package that supports both personal and professional growth. #J-18808-Ljbffr Charles SchwabSenior
$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- JPMorgan Chase & Co. is looking for a Select Growth Advisor to join their Wealth Management team in Seattle, WA. This role involves providing comprehensive... ...advice to a diverse clientele, ensuring an exceptional client experience while developing strong investment strategies...
- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong... ...This position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr...Senior
- ...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
- ...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
- ...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
- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of...SeniorHigh net worth
$135.6k - $275k
Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making. Ideal candidates will have 10-15 years of experience...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
...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- ...provide exemplary service and financial planning to high-net-worth clients. This full-time position emphasizes building long-term client... ...include maintaining financial plans, supporting advisors, and ensuring consistency in client experiences. Ideal candidates...High net worthFull time
$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- Our client is seeking a Senior Client Relationship Manager, Vice President to join... ...solutions across the wealth management channel. This role... ...covering registered investment advisors, independent and regional... ...conversations, and broader business growth. Conduct regular in-market...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
- ...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...Senior
$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...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$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 worthHourly paySeasonal workRemote work$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- ...Client Associate At J.P. Morgan Advisors Unlock your potential as a Client Associate at J.P. Morgan Advisors... ...the heart of delivering exceptional wealth management services to ultra-high... ...relationships. With a commitment to career growth and mobility, you'll have the...SeniorHigh net worthLocal area
- 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...
$80k - $115k
NFP Corp in Seattle is seeking an AVP, Advisor to lead client engagements and craft tailored investment strategies. You'll manage client portfolios... ...-term relationships. Ideal candidates have over 5 years in wealth management, financial planning skills, and a Bachelor's...
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