Senior Wealth Strategist — Trust & Estate Planning Leader
$158.01k - $276.46kNorthern Trust
Northern Trust, a Fortune 500 company, is seeking an experienced professional to focus on trust sales and investment management services. Candidates should have a strong understanding of fiduciary products and sales experience, alongside excellent analytical skills. The role involves developing client relationships, ensuring compliance with fiduciary regulations, and effectively cross-selling financial services. Northern Trust offers a competitive salary range of $158,010 to $276,460 and comprehensive benefits including a discretionary bonus program. #J-18808-Ljbffr Northern Trust
$158.01k - $276.46k
Northern Trust Corp in Seattle is seeking a Sr Wealth Strategist. The role requires 5-7 years of experience in trust sales or relationship management. You will sell bank products, consult on estate planning, and work closely with clients and their advisors. Ideal candidates...Senior$133k - $210k
A leading financial services firm in Seattle is seeking a Vice President, Wealth Planner. This role involves developing wealth planning strategies and advising clients on financial matters. The candidate should possess a deep understanding of tax laws, excellent communication...Senior- ...Personnel Services, Inc. is seeking a qualified JD to advise clients on estate and wealth transfer strategies, draft legal documents such as wills and trusts, and assist with tax-efficient succession planning. Candidates should have at least 4 years of experience in trusts...Senior
$116k - $216k
...offer the complete breadth and depth of the Wealth Segment suite of capabilities.... ...with discretionary latitude for advising, planning and executing investment strategies.... ...and further position Key as the client's trust advisor. Interfaces with other Wealth...SeniorWork at officeFlexible hours$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior... ...wealth transfer planning a primary component... ...Strategists for tax and estate planning, business succession planning, trust and charitable planning... ...compensation Leaders who support your development...SeniorTemporary workFlexible hours$200k - $250k
...Senior Wealth Manager LOCATION: Seattle, WA (Full-time,... ...a senior member of the Trust Resources Group, the Senior... ...Manager serves as a leader and subject matter expert on trust and estates for both the Trust Resource... ...wealth and financial planning strategies for clients,...SeniorFull timeContract workWork experience placementWork at officeRemote workFlexible hours$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle... ...: R155299**About Northern Trust:**Northern Trust, a... ...attorneys onthe benefits of estate planning products/services.Analyzes... ...is encouraged, senior leaders are accessible, and you can...SeniorLocal areaFlexible hours- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance... ...for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years of experience...Senior
$125.4k - $181.88k
...Empower Yourself.The Senior Private Wealth Advisor, Practice Lead... ...by serving as a trusted advisor and primary point... ...role requires a natural leader, someone who can... ...onboarding, financial planning, and investor educationProvide... ...optimization, and estate planningProven...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours$165k - $345k
...Family Wealth Strategist Location: 1301 5th Avenue, Seattle Washington... ...in investible assets. This senior-level role is responsible... ...investment management, wealth planning, trust services, and banking... ...knowledge of tax, investment, estate planning, and philanthropic...Work experience placementWork at officeFlexible hoursNight shift- A leading financial services firm in Seattle is seeking a Vice President, Wealth Planner. The candidate must have a deep understanding of tax and estate laws to communicate effectively with clients and advisors. Responsibilities include developing content on wealth management...Senior
- ...to manage client accounts and provide high-quality service in trust administration and advisory roles. The position requires a Bachelor... ...relationships with clients, assisting in tax and financial planning, and managing documentation. This role offers a competitive salary...Senior
- ...years of experience in taxation. Your role will involve performing detailed reviews of tax returns, advising clients on succession planning, and managing engagement staffing. Join a company that values professional development and team growth. #J-18808-Ljbffr Baker...Senior
$90k - $100k
A progressive communication agency is seeking a Managing Digital Strategist to lead large email programs for political and nonprofit clients. The role involves writing fundraising emails, managing a team, and analyzing metrics. Ideal candidates should have extensive experience...SeniorFull time$115k - $225k
...investment banking, securities, wealth management and... ...them and their clients. A leader in custom solutions for... ...ecosystem: We lead the planning, coordination, and... ...investment priorities. Act as a senior interface between... ...alignment and build trust with stakeholders. Facilitate...SeniorTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$177k - $382.8k
EY is seeking a Real Estate Tax Senior Manager to join its dynamic team. This role involves leading diverse tax planning projects and providing strategic advice to clients in the real estate, hospitality, and construction sectors. Candidates should have 7-10 years of relevant...Senior$150k
...Senior Lifestyle Strategist WeHo, Los Angeles, USA Compensation: $150,000 OTE ($100k base + $50k Uncapped Bonus with up to 2x Booster First... ...effectively set expectations, and maintain engagement and trust. You have a strong passion for: Engaging with the...SeniorFull timeLocal areaRemote workRelocation packageFlexible hours$120k - $145k
...leadership. Solution Design & Quantitative Research Design and develop multi-asset investment solutions, primarily focused in the U.S. Wealth channel. Build and enhance models supporting asset allocation decisions, including multi‑period portfolio construction. Apply...Senior$150k
...Meaningful early equity and intra‑US relocation package available. Senior Lifestyle Strategist - Role A full‑time Senior Lifestyle Strategist will work... ...messaging, sets expectations, and maintains engagement and trust. Strong passion for engaging with the premium lifestyle...SeniorFull timeLocal areaRelocation packageFlexible hours- ...re looking for a Digital SEO Strategist who wants more than traffic.... ...ProperExpression is hiring a Senior SEO Strategist to lead high‑impact... ...with great people who are trusted to own their outcomes. If you... ...frameworks and content plans that will support SEO growth....SeniorRemote workWork from home
$94k - $175k
...Summary The Sr Fiduciary Strategist is responsible for... ...reviews and monitors all estate planning documents periodically... ...any potential trust and estate tax-related... ...Work closely with Sales Leader, Regional Trust Director... ...tax, and other related wealth issues by keeping current...SeniorWork experience placementWork at officeLocal areaFlexible hours- The Well is seeking an experienced Wealth Manager (CFP) to lead advisory services in Seattle, WA. The role focuses on developing high-trust client relationships, delivering financial planning, and contributing to the firm's growth through business development. The ideal...Senior
$235k - $250k
Laird Norton Wetherby is seeking a full-time Senior Tax Advisor in Seattle, WA. This role... ...teams, and providing guidance on tax and estate matters. Candidates should have at least... ...including health coverage and flexible spending plans. #J-18808-Ljbffr Laird Norton WetherbySeniorFull timeFlexible hours$153k - $207k
...About the Opportunity We are hiring a Senior Personalization Solution Architect with... ...over time Customer engineering teams trust your guidance because you bring deep... ...accordance with the terms of Contentful's equity plans. Washington Salary Statement: The...SeniorFull timeWork at officeLocal areaWorldwide- ...Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth... ...are seeking an experienced Senior Analyst to join our GC Wealth... ...and prospects, serving as a trusted resource for both clients and... ...understanding of the tax and estate planning considerations that high net...Senior
- ...A financial technology company in Seattle is looking for a Senior Data Product Services Manager. In this role, you will lead the strategic evolution of data for Fund Administration clients by translating complex financial data into actionable insights. You will build...Senior
$70k - $90k
...Senior Associate, Tax Job Category: Professional... ...Pathstone is a growing wealth management firm serving... ...as well as integrated planning and coordination across... ...management guidance, wealth and estate planning support,... ...review of individual, trust, partnership, and multistate...SeniorFull timeInternshipWork at officeFlexible hours$112k - $210k
...301 5th Avenue, Seattle Washington ABOUT THE JOB: The Wealth Market Leader is responsible for growing sales and assets within a defined... ...coaching, and development of all producers for goals-based planning, profiling, product selection and securing the business; management...Temporary workWork at officeFlexible hours$185k - $300k
...Wealth & Investment Management (WIM) is one of the United States'... ...wealth management, investment, planning, and retirement products and services... .... Banking, Lending, & Trust (BL&T) is a center of... ...proactive outreach across CRG, senior Custom Credit team members, non...SeniorOngoing contractWork experience placementImmediate start$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These... ...increased efficiencies. As a Senior Associate you shall analyze... ...to establish a secure and trusted workplace for all. Applications...SeniorFull timeH1b
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