Senior Estate Planning & Wealth Transfer Advisor
Keybank, National Association
KeyBank's estate planning team in Seattle seeks an experienced Estate Planning Advisor to deliver sophisticated planning solutions for high-net-worth clients. You will work with KPB Wealth Planners and external professionals to craft customized trusts, tax optimization, and wealth-transfer strategies. The role requires deep expertise in estate planning, fiduciary matters, and client relationship management, with a focus on preserving legacies and minimizing taxes. #J-18808-Ljbffr KeyBank
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Estate Planning & Wealth Transfer Advisor in Seattle, WA vacancy
- KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans...Senior
- ...Associate Advisor Seattle, WA On-site... ...delivering customized wealth management and... ...alongside Advisors and Senior Advisors, this... ...role in financial planning, investment analysis... ...investment management, estate planning, tax... ...planning and wealth transfer discussions...SuggestedFull timeFor contractorsWork at office
International Search Consultants
Seattle, WA4 days ago - ...Senior Financial Planner At Range, we're building towards a world where... .... We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google...SeniorWork at officeRelocationMonday to Friday
Range
Bellevue, WA4 days ago $140k - $200k
...Job Description Job Title: Wealth Advisor Job Description A fast... ...management across a broad range of planning considerations, including... ..., retirement planning, estate planning, cash-flow and liquidity... ...considerations, and wealth transfer and legacy planning....SeniorPermanent employmentWork at officeMonday to FridayAston Carter
Bellevue, WA4 days ago- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. You will use your knowledge of investments, banking, and estate planning to frame and retain relationships. A team of specialists supports these efforts...Senior
- Empirical Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm dedicated to... ...a CFP designation and extensive experience in financial planning. You will onboard new clients, service existing relationships,...Senior
- Seattle law firm in Seattle seeks an experienced estate planning attorney with an LL.M. in Taxation or equivalent tax experience to provide advanced counsel in estate planning, wealth transfer strategies, and complex tax matters. The role focuses on designing sophisticated...Senior
$185k - $250k
...Role We're looking for a Senior Family Advisor (7+ years of experience)... ...Parcion's client process Plan and facilitate family meetings... ...plans across Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable... ...advanced strategies in estate, tax, insurance, lending,...SeniorFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$77.39k - $127.14k
...and collaborative wealth management solutions... ...including a broad array of planning and advisory... ..., trust and estate planning, brokerage... ...Associate Financial Advisor partners with Advisors and Senior Advisors to deliver... ...include Arrow Land Transfer, Bryn Mawr Capital...Work at officeFlexible hours- ...Description We are seeking two experienced Senior Estate Planning & Probate Attorneys to join its... ...on sophisticated estate planning and wealth transfer strategies. Draft and review wills... ..., attorneys, accountants, financial advisors, and other professionals. Manage multiple...SeniorPermanent employmentContract workImmediate startRelocationRelocation package
Synectics Inc
Seattle, WA8 days ago $77k - $214k
...and guidance to clients on tax planning, compliance, and strategy.... ...optimise their tax positions.In transfer pricing at PwC, you will... ...way as technology-enabled tax advisors who provide benefits through... ...increased efficiencies. As a Senior Associate you are to analyze...SeniorFull timeH1bPwC
Seattle, WA4 days ago$129k - $238k
...requires expertise in simple to intermediate estate planning, tax planning and advanced investment... ...across investments, trust and wealth transfer, credit, deposit and other appropriate... ...present to small and large audiences of senior and executive level professionals.Proven...SeniorFull timeImmediate start$77k - $214k
...Senior Associate Transfer Pricing At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses... ...way as technology-enabled tax advisors who provide benefits through digitization...Senior- ...Family Wealth Advisor Seattle, WA Our client is a rapidly growing Registered... ...the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable... ...products. Knowledge of fundamental estate planning tools and techniques....Full timeTemporary workWork at office
Next Level Recruiting, LLC
Seattle, WA2 days ago - ...achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑... .... As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client... ..., deliver holistic financial planning, and provide tailored... ...Coachability: Demonstrates a senior learning mindset by seeking input...SeniorFull timeWork at office
The Charles Schwab Corporation
Bellevue, WA2 days ago $155.4k - $210.2k
...consultants to identify and successfully navigate the required real estate entitlements to acquireand develop new data center sites. The... ...which we expand.AWS Infrastructure Services owns the design, planning, delivery, and operation of all AWS global infrastructure....SeniorContract workLocal areaFlexible hoursAmazon
Seattle, WA2 days ago$15 per hour
...out, buying a home, building a family, or planning for retirement. As part of our... ...looking for the next generation of Financial Advisors—those with a passion for growing a long-... ...reimbursement to further your education.As a Senior FSA, you can look forward to:Unlimited...SeniorWork at officeImmediate startShift workDay shiftBank of America
Lake Forest Park, WA4 days ago- Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to... ...matters. Role involves collaborating with clients, advisors and their counsel to design and implement strategic wealth...Senior
- ...comprehensive financial guidance and customized strategies to help clients reach their financial goals. The position emphasizes building plans with brokerage products and coordinating referrals to internal partners, while maintaining regulatory compliance and licensing...Senior
$100k - $110k
...firm in Seattle is looking for a Referral-based Lead Financial Advisor to join their team. The ideal candidate will engage with existing... ...to a commission structure that can lead to total compensation of up to $200,000. #J-18808-Ljbffr Strategic Wealth DesignersSenior- BCG Attorney Search is seeking an experienced associate in Bellevue, WA, with 4-6 years of transactional experience in trust and estate planning and administration to join their Private Client Services Group. The ideal candidate will have strong academic credentials and...Senior
$116k - $216k
...client promise, acting as the primary client advisor, developing and implementing strategies... ...team, including trust, investment and planning strategists, based on complexity of the relationship... ...an in-depth knowledge of financial wealth management services and products as well...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shiftKeyBank
Seattle, WA2 days ago- Ashurst Perkins Coie LLP is seeking a senior attorney to lead trust and estate planning and administration for high-net-worth clients, with a focus on sophisticated tax planning and controversy avoidance. You will advise on complex estate matters, and represent clients...Senior
- Laird Norton Wetherby in Seattle seeks a Senior Tax Advisor to oversee the tax function, coordinating with senior management and client service teams. This full-time role supports trust and estate planning within a collaborative, hybrid environment. The position emphasizes...SeniorFull time
- EY is seeking a Real Estate Tax Senior Manager located in Seattle, Washington. In this role, you will lead tax planning projects for a diverse client base, providing crucial tax advice. You will also oversee a team, ensuring they are empowered and knowledgeable. The ideal...Senior
$240k - $300k
...borders.About the Role:As Principal Engineer for Core Transfer Experience, you will be the senior-most technical leader in the organization, reporting to... ...excellence across the org's teams: proactive capacity planning, on-call hygiene, and blameless post-mortems.Treat...Full timeWork at officeLocal areaWorldwideFlexible hoursRemitly
Seattle, WA5 days ago$140k - $175k
## Principal Program Manager, Core Transfer ExperienceApplylocations: Seattle, Washington... ...including the monthly CTX update to the CEO and senior leadership, all-hands materials, and... ...and Finance on org mechanics: headcount planning, requisition pipeline, interview loop...Work at officeWorldwideFlexible hours3 days per week$128k - $252.5k
...transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability... ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M... ..., including Day 1 readiness, integration planning, separation planning, and post-close...SeniorLocal areaDeloitte
Seattle, WA3 days ago$365k - $420k
...associate for its Private Client Services Group. Candidates should have at least five years of transactional experience in trust and estate planning, with strong academic credentials and communication skills. The firm offers a comprehensive benefits package, including an...Senior$340k - $370k
Seyfarth Shaw LLP in Seattle is looking for a Real Estate Associate with 5-8 years of experience. The role emphasizes leadership in real estate finance transactions, participation in joint venture structuring, and client management. Candidates must have experience with...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Estate Planning & Wealth Transfer Advisor. Be the first to apply!
Related searches
- oracle cloud financials consultant Seattle, WA
- senior wealth advisor Seattle, WA
- financial advisor training program Seattle, WA
- project finance associate Seattle, WA
- financial consultant Seattle, WA
- financial associate Seattle, WA
- entry level financial advisor Seattle, WA
- junior oracle financial functional consultant Seattle, WA
- jde finance consultant Seattle, WA
- financial planner Seattle, WA