Senior Wealth Advisor for High‑Net‑Worth Clients
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 degree in finance or related fields. Candidates with CFP or CFA designations are preferred. The position focuses on delivering tailored financial strategies and requires excellent communication, interpersonal skills, and a sales-minded approach. #J-18808-Ljbffr 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...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
- 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
$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... ...opportunities, and collaborating with high net worth clients. The ideal candidate will have...SeniorHigh net worth$94k - $175k
...services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for client advisory services to high-net-worth clients. This role includes leading... ...documents, and collaborating with external advisors. Candidates should have over 10 years of experience...SeniorHigh net worth- ...planning and investment advice to high-net-worth families and they love what... ...years in a row! They are an advisor-built firm with incredibly... ...This firm always puts their client’s best interest first. The... ...seeking an entrepreneurial Senior Wealth Advisor to join their newly...SeniorHigh net worthWork at office
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...advice and building long‑term relationships with clients. The role partners closely with high–net‑worth individuals and families to develop personalized...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- 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 five...SeniorHigh net worth
$91.9k - $142.4k
...Tax 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,...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
- Bank of America is looking for a Financial Advisor as part of the Merrill Advisor Development Program... ...Washington. This role involves working with high-net-worth individuals to develop customized financial solutions, managing client relationships, and meeting performance goals...High net worth
$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...High net worth- ...Planner to provide exemplary service and financial planning to high-net-worth clients. This full-time position emphasizes building long-term... ...Responsibilities include maintaining financial plans, supporting advisors, and ensuring consistency in client experiences. Ideal...High net worthFull time
$125.4k - $181.88k
...career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- Our client is seeking a Senior Client Relationship Manager, Vice President to join... ...solutions across the wealth management channel. This role... ...registered investment advisors, independent and regional... ..., financial advisors, and high-net-worth wealth channels. The individual...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
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes... ...investment advisory services, allowing you to develop strong client relationships while mentoring junior team members. The ideal...Senior
$80k - $95k
...ROLES NEEDED Client Service Associate and Senior Client Service Associate (2 roles) Salary range for the... ...planning and investment advice to high-net-worth families and love what they do. The... ...and administrative support to Client Advisors in their daily business practices Act...SeniorHigh net worthFull timeH1bWork at office$76k - $125.3k
...contact for a wide range of clients and colleagues. This... ...and advising of high net worth individuals and families... ...develop into a trusted advisor role to client. You... ...understanding of estate and wealth planning Experience... ...to challenge senior colleagues and stakeholders...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, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take...SeniorHigh net worthLocal area
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national... ...and investment strategy needs of high-net-worth individuals and family offices... ...to elevate the client and advisor experience and create lasting value...SeniorHigh net worthTemporary workWork at officeFlexible hours$81k - $85k
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long...SeniorHigh net worthWork at officeFlexible hours$116k - $216k
...is dedicated to serving our clients' financial needs through expert... ...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing... ...depth knowledge of financial wealth management services and products...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift$60.5k - $90k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...professional careers.SummaryThe Senior Client Relationship Associate will partner with...SeniorHigh net worthTemporary workWork at office$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$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided... ...company and how we deliver for our clients, teammates, communities, and... ...business owners and higher net worth clients alike. You'll be able... ...your education. As a Senior FSA, you can look forward to:...SeniorHigh net worthWork at officeImmediate startShift workDay shift$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$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$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...KeyBank communities. The Private Client Banker (PCB) is part of the... ...clients and Key. Education High School Diploma , GED, or... ...strong relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shift
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