Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Advisor: Relationship & Planning

JPMorgan Chase

A leading financial services firm based in Seattle is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. The role requires a proven ability in client acquisition, financial advising, and maintaining strong relationships. Candidates must have at least 2 years of experience and relevant licenses. A commitment to diversity and an understanding of digital tools are essential for success in this position. #J-18808-Ljbffr JPMorgan Chase

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor: Relationship & Planning in Seattle, WA vacancy
  • HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients...  ...share. The role emphasizes client relationships, compliance, and collaboration with product...  ...are required; experience in wealth planning and nontraditional banking sales is... 
    Private

    HSBC

    Seattle, WA
    1 day ago
  • $129k - $238k

    Overview Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington Seattle...  ...requires expertise in simple to intermediate estate planning, tax planning and advanced investment management.... 
    Private
    Immediate start

    Columbia Bank

    Seattle, WA
    1 day ago
  • $116k - $216k

     ...Washington Job Summary Key Private Bank (KPB) is...  ...solutions. The Sr. KPB Relationship Manager (RM) is at the...  ...as the primary client advisor, developing and implementing...  ...trust, investment and planning strategists, based on...  ...of financial wealth management services and... 
    Private
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Seattle, WA
    11 hours ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Seattle to deliver personalized financial planning and investment solutions to clients. This role focuses on building client relationships and providing a holistic view of financial needs, utilizing digital innovations... 
    Suggested

    JPMorgan Chase & Co.

    Seattle, WA
    1 day ago
  • A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients...  ...matters, including investments and estate planning. Candidates should have at least eight years of experience... 
    Private
    Work at office
    Flexible hours

    U.S. Bank

    Bellevue, WA
    1 day ago
  •  ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing...  ...investment strategy, tax and estate planning, philanthropic advisory, and...  ...of building strong client relationships and ideally the ability to...  ...as a Wealth Advisor, Private Banker, or in a related advisory... 
    Private
    Work at office

    International Search Consultants

    Seattle, WA
    1 day ago
  • $148.5k - $174.7k

     ...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...  ...holistically on wealth and estate planning, investments, banking, credit,...  ...identifying, closing, and deepening client relationships. The PWA uses familiarity with client... 
    Private
    Temporary work
    Work experience placement
    3 days per week

    U.S. Bancorp

    Seattle, WA
    4 days ago
  • $148.5k - $174.7k

     .... Job Description U.S. Bank Private Wealth Management (PWM) helps clients...  ...on wealth and estate planning, investments, banking, credit...  ...planning. The Private Wealth Advisor (PWA) is responsible for identifying...  ..., and deepening client relationships. The PWA uses familiarity with... 
    Private
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank

    Bellevue, WA
    11 hours ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients...  ...in a manner based on the financial planning philosophy and biblical principles upon...  ...its client base; through biblical relationships, challenging them in key areas to facilitate... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Seattle, WA
    11 hours ago
  •  ...growing Registered Investment Advisor as a Family Advisor, where...  ...with clients, manage their wealth planning needs, and collaborate with...  ...service and building lasting relationships. If you are passionate about...  ...and innovative environment. #J-18808-Ljbffr Parcion Private Wealth
    Private

    Parcion Private Wealth

    Bellevue, WA
    11 hours ago
  • $94k - $175k

     ...leading fiduciary advice delivery, analyzing estate planning documents, and collaborating with external advisors. Candidates should have over 10 years of...  ...fiduciary matters and a deep understanding of client relationships. The position offers a salary range of $94,000... 
    Private

    KeyBank

    Seattle, WA
    4 days ago
  •  ...Seattle, WA to drive client implementation in advanced financial planning areas. This full-time position offers a competitive salary...  ...bonuses. Key responsibilities include managing client relationships, preparing proposals, and collaborating with advisory teams to... 
    Private
    Full time
    Work at office

    Next Level Recruiting, LLC

    Seattle, WA
    11 hours ago
  •  ...Associate Vice President and Wealth Advisor About the Company...  ...Management Type Privately Held About the Role...  ...career advisors or financial planning professionals who are ambitious...  ...excellent communication and relationship-building skills, strong organizational... 
    Private

    Confidential

    Seattle, WA
    11 hours ago
  •  ...Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi...  ...Senior Family Office Wealth Advisor - 200-250K Base + Bonus +...  ...Responsibilities: Serve as a relationship manager for assigned clients...  ...closely with the Advanced Planning Team and Client Service Team... 
    Private
    Full time
    Work at office

    Next Level Recruiting, LLC

    Seattle, WA
    11 hours ago
  • Schwab Wealth Advisory, based in Bellevue, WA, seeks an Associate Wealth Advisor to support a small team and manage virtual client relationships. You’ll help deliver tailored financial planning and address foundational portfolio needs in a fast-paced, relationship-driven... 

    Charles Schwab

    Bellevue, WA
    2 days ago
  • $25 - $38.46 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key...  ...and will focus on the entire client relationship with a plan-based approach to financial advice. As... 
    Private
    Hourly pay
    Work experience placement
    Immediate start
    Flexible hours
    Day shift

    Key Bank

    Seattle, WA
    1 day ago
  •  ...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... 

    Aumni

    Seattle, WA
    3 days ago
  • Atrium is seeking an Associate Client Advisor to manage relationships with high-net-worth clients. This role involves providing exceptional service and assisting in the delivery of wealth management solutions. Candidates should have 2-3 years of experience in financial... 
    Work at office

    Atrium

    Seattle, WA
    3 days ago
  • $24 - $25.5 per hour

     ...like real estate, entertainment and media, private equity and venture capital, and high-...  ...further. Overview Being the next generation Relationship Banker at East West Bank means you are...  ..., treasury management, deposits, wealth management investment products, international... 
    Private

    East West Bank

    Seattle, WA
    1 day ago
  • Highland Private Wealth Management in Bellevue, WA, seeks an experienced Advisor to build and manage a personal book of business within a high-performance wealth team...  ...collaborate with CPAs and attorneys to deliver tailored planning and investment solutions. On-site role with... 
    Private
    Remote work

    HighTower Advisors, LLC

    Bellevue, WA
    1 day ago
  •  ...leading financial institution in Seattle is seeking a Sr Private Bank Relationship Manager. This role focuses on managing relationships with...  ...financial services industry, advanced skills in tax and estate planning, and a proven track record in relationship management.... 
    Private

    Columbia Bank

    Seattle, WA
    2 days ago
  • The Financial Advisor plays a key role in delivering comprehensive...  ...fiduciary-driven financial planning and relationship management for an assigned...  ...process-driven retirement wealth management firm...  ...Buffered ETFs, structured notes, private credit, private equity Fixed... 
    Private
    Apprenticeship

    SR Staffing

    Bellevue, WA
    3 days ago
  • Washington Trust Bank is seeking a Private Banking Relationship Manager in Seattle, WA to serve as a trusted advisor for clients, focusing on establishing and maintaining quality relationships while achieving sales goals. The ideal candidate will have at least one year... 
    Private

    Washington Trust Bank

    Seattle, WA
    11 hours ago
  • $88k - $150k

    Parcion Private Wealth is looking for a dynamic teammate to help our firm...  ...an experienced Family Advisor to join our firm. Our ideal...  ...four main areas of advanced planning: wealth enhancement, wealth...  ...modeling for clients Build strong relationships with assigned client families... 
    Private
    Full time
    Temporary work
    Work at office

    Jobtailor

    Bellevue, WA
    11 hours ago
  • $88k - $150k

    Parcion Private Wealth is a nationally recognized multi-family office dedicated...  ...advice across investments, planning, and legacy considerations...  ...an experienced Family Advisor to join our advisory team and...  ...Advisor will play a key role in relationship management, business... 
    Private
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Parcion Private Wealth LLC

    Bellevue, WA
    3 days ago
  •  ...Primary role is as secondary advisor**Qualifications & Requirements...  ...knowledge of financial planning concepts and processesExperience...  ...create a profoundly different wealth experience. As fiduciaries, we...  ...last for generations. #J-18808-Ljbffr Corient Private Wealth LLC.
    Private
    Permanent employment
    Work at office

    Corient Private Wealth LLC.

    Seattle, WA
    4 days ago
  • $170k - $225k

     ...clients within J.P. Morgan's U.S. Private Bank. If you have an...  ...preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise...  ...Manage and maintain relationships with clients by earning trust... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Seattle, WA
    2 days ago
  •  ...Description Associate Advisor Greater Seattle...  ...delivering customized wealth management and investment...  ...key role in financial planning, investment analysis,...  ...preparation, and ongoing relationship management. This...  ...within wealth management, private wealth, family office,... 
    Private
    For contractors
    Work at office

    International Search Consultants

    Seattle, WA
    15 days ago
  •  ...high-touch, holistic wealth partner serving mass affluent...  ...through Merit’s bank relationships. This role must...  ...management, retirement planning, estate coordination,...  ..., attorneys, business advisors). Maintain disciplined...  ...in affluent/private wealth management or high... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Flexible hours

    Merit Financial Advisors

    Seattle, WA
    a month ago
  • $127.8k - $150.2k

     ...support technical workstream planning, advisory, and execution. Serve...  ...teams, and within individual relationships. Support recruiting,...  ...Services Operations Banking and Wealth Professional Suite Certification...  ...including Banking, Insurance, Private Equity, or other related sectors... 
    Private
    Traineeship
    H1b
    Work at office
    Local area
    Immediate start
    Relocation
    Visa sponsorship
    Flexible hours

    West Monroe Partners, LLC

    Seattle, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Advisor: Relationship & Planning. Be the first to apply!