Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle
$75k - $125kGoldman Sachs, Inc.
Financial Analyst Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business. Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Responsibilities Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clients Monitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideas Create asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm's strategic views Prepare client-facing materials depicting asset allocation and performanceConduct due diligence on internal and third-party investment opportunities across the public and private markets Synthesize research material and communicate firm views to clients Support business development efforts by researching qualified prospects and tracking relevant capital raises Skills & Experience Bachelor's Degree Required Ability to work in a fast-paced environment and think clearly under pressure Strong interest in the financial markets and good investment sense/commercial instinct Ability to multi-task and work with numerous colleagues and desks across the Firm Strong verbal and written communication skills Strong organizational and interpersonal skills SIE, Series 7 and 63 required (must be obtained within three months of employment) Compensation The expected base salary for this Seattle, Washington, United States-based position is $75,000-$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here. EEO Statement Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr Goldman Sachs, Inc.
$75k - $125k
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle location_on Seattle, Washington, United States YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers...PrivateAssetFull timeTemporary workPart timeWork at office- Seattle, Washington, United States About the program Our New Analyst Program is a full-time program for final... ...the division Wealth Management includes Private Wealth Management,... ...world to reach their financial goals. Our advisor... ...Areas of the Firm Asset & Wealth...PrivateAssetFull timeWork at office
$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... ...You will manage client relationships, oversee asset movements, and contribute to delivering...AssetWork at office$60k - $125k
...outside the box? Our Wealth Management Professionals support... ...world to reach their financial goals. Our advisor-led... ...design. Goldman Sachs Private Wealth Management (PWM... ...service our clients Oversee asset movements, portfolio... ..., San Francisco, Seattle, Washington, D.C. and...PrivateAsset$75k - $125k
A leading global investment firm in Seattle is seeking Financial Analysts to support Private Wealth Management. You will collaborate with Private Wealth Advisors, monitor client portfolios, and develop asset allocation proposals for high net worth clients. The ideal candidate...PrivateAsset$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...PrivateAsset$133k - $210k
Wealth Planning & Advice is a group of experts... ..., tax planning, financial planning and... ...operating businesses, private foundations, etc.)... ...both simple (e.g., asset titling, beneficiary... ...position management (such as 10b5‑1 plans... ...Base Pay/Salary Seattle,WA $133,000.00 - $...PrivateAssetWork at officeLocal area- A leading global financial institution is offering a full-time New Analyst Program in Seattle, Washington, aimed at final year undergraduate and graduate students.... ...relationships, and gain valuable skills to support the wealth management business. The program includes...Full time
- Wealth Management Professional Accelerate your career at the pinnacle... .... Work closely with Private Wealth Advisors and... ...clients. Oversee asset movements, portfolio implementations... ...service and/or the financial industry. Ability to... ...). Location: Seattle, Washington. This role...PrivateAssetWork at office
$75k - $160k
...Development Professional - Private Wealth Management Goldman Sachs Private Wealth... ...strategic and tactical asset allocation as well as portfolio... ...’s degree. Related financial services experience of 3+ years... ...expected base salary for this Seattle, Washington, United States‑...PrivateAsset- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...business has ~$400 billion in assets under management and ~4,000...Asset
$75k - $160k
Across Wealth Management, Goldman Sachs helps empower clients... ...world to reach their financial goals. Our advisor‑led... ...design. Job Description Private Wealth Management (PWM... ...and tactical asset allocation as well as... ...base salary for this Seattle, Washington, United States...PrivateAssetFull timeTemporary workPart time- Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior Analyst | Seattle location_on Seattle, Washington, United States YOUR IMPACT Accelerate your... ...customers around the world to reach their financial goals. Our advisor‑led wealth...PrivateAssetFull timeTemporary workWork at office
$68k - $120k
POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private...PrivateTemporary workWork experience placementLocal area$112k - $210k
A financial services company is seeking a Wealth Market Leader based in Seattle, WA. This role involves growing sales and assets through a dedicated team of Private Client Advisors, providing coaching, and developing... ...5-10 years of sales management experience, relevant...Asset- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business,... ...combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located...AssetWork at officeRemote workFlexible hoursNight shift
$75k - $160k
A leading financial institution in Seattle seeks a candidate for Wealth Management. This role involves support for Private Wealth Advisors, conducting client analyses, and driving new business strategies. Candidates must have over 3 years of financial services experience...Private$60k - $80k
SEI Investments Company in Seattle is seeking an Account Manager to enhance its Private Wealth Management business. This role involves being the primary client contact, managing account administration, and providing operational support to Wealth Advisors. Candidates should...Private- ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to...
- JPMorgan Chase & Co. is seeking a Private Banker in Seattle, WA, responsible for advising families on wealth management. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the ability to generate...Private
$80.17k
As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... .../ Disability / Veterans Base Pay/Salary - Seattle, WA: $80,168.40 - $80,168.40 #J-18808-Ljbffr...$78k
...offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...Employer/Disability/Veterans Base Pay/Salary Seattle,WA $78,000.00 - $78,000.00 #J-18808-Ljbffr Fairygodboss$116k - $216k
Manages and constructs investment portfolios in accordance... ...and depth of the Wealth Segment suite of capabilities... ...and implements broad asset allocation strategies... ...Maintains deep expertise in financial markets and other... ...advantages of the Key Private Bank platform and process...PrivateAssetWork at officeFlexible hours- KeyBank is seeking a Family Wealth Strategist in Seattle to serve as the lead advisor for Ultra High Net... ...with over $25 million in investible assets. This senior role focuses on prospecting... ...existing relationships, and managing comprehensive client needs including...Asset
- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...PrivateAsset
- A leading financial institution in Seattle is hiring a Private Wealth Advisor to manage and develop client relationships in wealth management. The role requires extensive interaction with High and Ultra High Net Worth clients and strategic partnership building. Candidates...Private
$165k - $345k
Location 1301 5th Avenue, Seattle Washington Job Summary The Family Wealth Strategist serves as the... ...$25MM+ in investible assets. This senior-level role... ...existing relationships, and managing the full spectrum of... ...of orchestrating complex financial strategies and delivering...PrivateAssetWork experience placementWork at officeFlexible hoursNight shift$65k - $80.2k
...to make better and smarter financial decisions and enabling the communities... ...One. Job Description The Wealth Management Advisor (WMA) position is... ...clients using U.S. Bank's Asset Management Group (AMG) or U.... ...Extensive knowledge of private banking products and services...PrivateAssetTemporary workWork experience placementLocal area$112k - $210k
Key Private Client Wealth Market Leader page is loaded## Key Private... ...Leaderlocations: Seattle, WA: Tacoma, WA: Bellevue... ...growing sales and assets within a defined... ...securing the business; management and delivery of products... ..., proprietary financial services systems, Microsoft...AssetWork at officeFlexible hours$76k - $125.3k
Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...specialized facets of hedge fund, private equity fund and mutual fund taxation... ...Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...PrivateAssetSummer holidayWork at officeLocal areaFlexible hours
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