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 service...SeniorHigh net worth
- 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
$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- 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
$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to manage relationships with ultra-high net worth clients. In this role, you will be responsible for onboarding clients, ensuring investment objectives are achieved, and executing trading transactions....High 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$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 service and communication skills along with a Bachelor's Degree. You will manage client relationships...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
- ...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
$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 worthRemote jobHourly paySeasonal work- A wealth management firm in Bellevue is looking for a Wealth Advisor to create and implement comprehensive wealth plans tailored to clients' goals. The successful candidate will have at least 5 years of experience in financial planning and must hold Series 65, CFP, or CFA...High 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
$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$70k - $100k
A leading insurance brokerage in Seattle is seeking a dedicated professional to manage high-net-worth and affluent client accounts. You will ensure a minimum retention of client accounts through proactive engagement and provide expertise on insurance coverage. The ideal...SeniorHigh net worth$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$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$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...SeniorHigh net worthFull timeH1bWork at office$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$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- ...Description We are seeking a Senior Associate Financial Planner for our wealth management firm in... ...business, are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for... ...advice for high-net-worth clientele Develop...SeniorHigh net worthWork at office
$29.08 - $35.54 per hour
U.S. Bank in Seattle is seeking a Client Relationship Consultant 3. Responsibilities include building client relationships through various channels, opening accounts, and educating clients on banking products. The ideal candidate has 4-5 years of retail banking experience...SeniorHourly pay$90 - $120 per hour
EY is seeking a Seasonal Tax Manager within Private Client Services in Seattle, WA. This position focuses on high-growth private companies, requiring expertise in tax planning and compliance for high-net-worth individuals and families. Key responsibilities include the review...High net worthHourly paySeasonal workRemote workFlexible hours- ...seeks a Market Director based in Bellevue to lead a team focused on delivering tailored banking and investment solutions for high-net-worth clients. Candidates should possess over 10 years of experience in the financial industry, specifically in affluent client services....High net worth
$114.8k - $174k
CliftonLarsonAllen LLP is seeking a Tax Manager or Director for their Private Client Tax Practice in Washington. This position offers unique career... ...estate, and trust matters, while fostering relationships with high-net-worth clients. The role requires a Bachelor's degree, CPA...SeniorHigh net worthPrivate practice$70k - $100k
...for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not... ...proposals and summaries of insurance, as needed. Maintain a high degree of accuracy in agency management and document management...SeniorHigh net worthTemporary workLocal areaFlexible hours- ...Seattle is seeking a Personal Insurance Account Manager to effectively manage and grow private client insurance accounts. The ideal candidate will have over 3 years of high net worth personal lines experience and strong analytical and customer service skills....High net worth
- A leading financial institution is looking for a Private Client Advisor to focus on affluent clients and provide tailored investment solutions... ...identify investment opportunities. Candidates must possess a high school diploma, with a bachelor's degree preferred. A passion...
- J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate will manage client relationships, deliver personalized investment solutions, and support clients in achieving their...
$75k - $125k
...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 has a Bachelor's Degree, strong...High net worth- A leading financial institution is seeking a Financial Advisor to manage relationships with high-net worth clients and provide tailored investment solutions. This role demands exceptional interpersonal skills and requires candidates to hold Series 7 & 66 licenses, with...High net worth
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