Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle
$75k - $125kGoldman Sachs
YOUR IMPACTAre you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers, and the ability to think outside the box? We are seeking Financial Analysts who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.OUR IMPACT Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business.HOW YOU WILL FULFILL YOUR POTENTIAL Work closely with Private Wealth Advisors to assist with relationship management and investment processes for high net worth clientsMonitor client portfolios to assess manager performance, identify re-balancing opportunities and recommend tactical investment ideasCreate asset allocation proposals for new clients across a broad spectrum of managers, styles and vehicles to conform with client risk profiles and investment objectives, as well as the firm’s strategic viewsPrepare client-facing materials depicting asset allocation and performanceDiligence internal and third-party investment opportunities across the public and private marketsSynthesize research material and communicate firm views to clientsSupport business development efforts by researching qualified prospects and tracking relevant capital raisesSKILLS & EXPERIENCE WE'RE LOOKING FORBachelor's Degree RequiredAbility to work in a fast-paced environment and think clearly under pressureStrong interest in the financial markets and good investment sense/commercial instinctAbility to multi-task and work with numerous colleagues and desks across the FirmStrong verbal and written communication skillsStrong organizational and interpersonal skillsSIE, Series 7 and 63 required (must be obtained within three months of employment) ABOUT GOLDMAN SACHSAt Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2026. All rights reserved.Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.The expected base salary for this Seattle, Washington, United States-based position is $75,000-$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.Posting Date: 2026-04-17
$75k - $125k
...passion for the financial markets, the... ...with portfolio managers, and the ability... ...seeking Financial Analysts who have the... ...OUR IMPACT Wealth Management Across... ...and design. Private Wealth... ...holdings, analyzing asset allocations, researching... ...for this Seattle, Washington,...PrivateAssetFull timeTemporary workPart time$75k - $125k
...Goldman Sachs in Seattle is looking for a Financial Analyst who will provide relationship management and support to Private Wealth Advisors. Responsibilities include monitoring client portfolios, creating asset allocation proposals, and preparing client-facing materials...PrivateAsset$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...PrivateAsset- ...Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team... ...in delivering customized wealth management and investment advisory... ...research on markets, asset classes, and securities.... ...within wealth management, private wealth, family office, or...PrivateAssetFor contractorsWork at office
- A leading global financial institution is offering a full-time New Analyst Program in Seattle, Washington, aimed at final year undergraduate and graduate students.... ...relationships, and gain valuable skills to support the wealth management business. The program includes...SuggestedFull time
$75k - $160k
...relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full... ...achievement Four plus years of private wealth management, financial services, or related professional experience Prior sales,...PrivateAssetFull timeTemporary workPart time- ...Our client is a local RIA managing several billion in client assets across the Pacific Northwest. Fiduciary model... ...of contact Deliver comprehensive financial planning: retirement, tax planning... ...Requirements 2+ years as a financial advisor/wealth advisor with direct client-facing...PrivateAssetLocal area
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ...clients with a detailed financial plan. Utilizing J.P.... ...achieving their goals and the asset allocation needed. This...PrivateAssetWork at office
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth... ...clients with a detailed financial plan. Utilizing J.P. Morgan’s... ...achieving their goals and the asset allocation needed. This holistic...PrivateAssetWork at office
$150k
Industry/SectorAsset and Wealth... ...SummaryA career in our Financial Services Tax practice,... ...tax obligations while managing the impact tax has on... ...handling proprietary assets, or collaborating closely... ...CA-Silicon Valley; WA-Seattle; CT-Stamford; FL-Tampa...AssetFull timeH1bLocal areaOverseas$99k - $266k
Industry/SectorAsset and Wealth... ...will review and analyse financial data, prepare and file... ...unique strengths, and managing performance to deliver... ...handling proprietary assets, or collaborating closely... ...Valley; PR-San Juan; WA-Seattle; NY-Albany; CT-Stamford...AssetFull timeH1b- ...Bridge33 Capital is seeking a Senior Analyst for Asset Management in Seattle, WA, to support Asset Managers by preparing operating budgets, tracking... ...investment lifecycle in a rapidly growing real estate private equity firm. The position is hybrid, requiring 4 days on...PrivateAsset
$165k - $345k
Location:1301 5th Avenue, Seattle WashingtonJob SummaryThe Family Wealth Strategist serves as the... ...$25MM+ in investible assets. This senior-level role... ...existing relationships, and managing the full spectrum of... ...of orchestrating complex financial strategies and delivering...PrivateAssetFull timeWork at officeFlexible hoursNight shift- ...recognized, award-winning financial institution that has... ...service.1. Cultivates and manages deep, long-term... ...and implement customized Wealth Management strategies for... ...credit facilities, banking, asset management, budgeting,... ...greater.SummaryLocation: Seattle, WAType: Full time...PrivateAssetFull timeTemporary workFlexible hours
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry... ...SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior... ...tax strategies for our Financial Services clients. Your insights... ...Valley; PR-San Juan; WA-Seattle; CT-Stamford; FL-Tampa; OH-...AssetFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth... ...SummaryA career in our Financial Services Tax practice,... ...tax obligations while managing the impact tax has on their... ...OpportunityAs part of the Asset and Wealth Management team... ...Valley; PR-San Juan; WA-Seattle; CT-Stamford; FL-Tampa;...AssetFull timeH1bLocal areaOverseas$65k
...to make better and smarter financial decisions and enabling the communities... ...One. Job Description The Wealth Management Advisor (WMA) position is... ...clients using U.S. Bank’s Asset Management Group (AMG) or U.... .... Extensive knowledge of private banking products and services...PrivateAssetTemporary workWork experience placement- ...Summer Analyst Program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where you'll...Summer workSummer internship
$100k - $130k
...Location : Seattle, WA (Hybrid) Our client is an established, growing private wealth management firm seeking a **Associate Wealth Advisor**, an integral part of the team... ...Responsibilities Provides comprehensive technical financial planning and investment management work,...PrivateFull timeWork at office$125.4k - $181.88k
...idea that transforming financial lives starts by... ...Yourself. The Senior Private Wealth Advisor, Practice Lead... ...retaining and growing net assets over time by... .... While not a people management position, this role will... ...candidate lives in the Seattle area and is excited to...Asset16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$68k - $120k
...Job Description POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor...PrivateFull timeTemporary workWork experience placementLocal area- ...DescriptionProSidian is a Management and Operations... ...engagements for Private Companies, Fortune... ...intersections of assets, processes,... ...Pharmaceuticals, Banking & Financial Services,... ...Investment Controls Analyst II to support an engagement... ...CONUS/OCONUS - Seattle, WAU.S....PrivateAssetFull timeTemporary workFor contractorsWork experience placementWork at officeFlexible hours
- ...currently be living within the Greater Seattle Area, WA At Schwab, you’re empowered... ...the finance industry together.The Wealth & Asset Management Solutions (WAMS) team is part of Wealth... ...build trusting relationships with local Financial Consultants and Wealth Advisors,...AssetFull timeLocal areaRemote work
- ...offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work...Asset
$142.7k - $214.03k
...of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles... ...incredible career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle Tax practice!Our Private Wealth practice...PrivateFull timePrivate practiceLocal areaWorldwide$77k - $214k
Industry/SectorAsset and Wealth... ...will review and analyse financial data, prepare and file... ...connections, and learning how to manage and inspire others. Navigating... ..., handling proprietary assets, or collaborating closely... ...CA-Silicon Valley; WA-Seattle; FL-Tampa; GA-Atlanta;...AssetFull timeSecond jobH1b$77k - $214k
Industry/SectorAsset and Wealth... ...will review and analyse financial data, prepare and file... ...connections, and learning how to manage and inspire others. Navigating... ..., handling proprietary assets, or collaborating closely... ...Valley; PR-San Juan; WA-Seattle; CT-Stamford; FL-Tampa;...AssetFull timeH1b- ...role of the Associate Wealth Advisor is to provide... ...investment and relationship management support to a senior... ...ability to assist Financial Advisors in presenting... ...planningDevelop customized asset allocation strategies... ....SummaryLocation: Seattle, WA; Tukwila, WA; Bellevue...AssetFull time
- ...experienced Vice President, Senior Wealth Manager to lead personalized wealth... ...‑worth clients in the greater Seattle area. Reporting to the... ...teams to deliver comprehensive financial planning, tax and estate strategies, and optimized asset allocation. The role offers an...AssetFlexible hours
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class... ...AZ San Francisco, CA Seattle, WA Washington DC (Metro... ...clients with excellence providing financial guidance in a manner based... ...to client counsel. Manages an affluent client base by interpreting...PrivateWork at officeLocal areaNight shift
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