Personal CFO & Senior Family Wealth Advisor
$130k - $300kBrighton Jones
Brighton Jones in Seattle is searching for a Personal CFO to lead client relationships and manage comprehensive wealth management plans. The candidate should have a four-year degree and CFP® designation, along with six years of relevant experience. Responsibilities include developing client strategies, expanding networks, and ensuring high client satisfaction. This full-time role offers a competitive salary ranging from $130,000 to $300,000 per year, along with generous benefits including fully paid medical coverage, 401(k) matching, and extensive PTO. #J-18808-Ljbffr Brighton Jones
$130k - $300k
Your Role Acts as a Personal CFO for existing and new clients; leads the... ..., implements and manages the wealth management plan that supports... ...as their trusted financial advisor. Develops and expands relationships... ...for employees and immediate family members. Time & Flexibility...PersonalSeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$130k - $300k
...lead the industry in aligning wealth, passion, and purpose to help... ...! Your Role: Acts as a Personal CFO for existing clients and new... ...Jones as their trusted financial advisor. Develop and expand... ...for employees and immediate family members Time & Flexibility...PersonalSeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of...SeniorWork at office
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team members...PersonalSenior
- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, seeking an experienced advisor to build and scale a personal client book while delivering comprehensive wealth management and investment guidance. The role emphasizes...PersonalSeniorWork at officeRemote work
- We are:CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise. As Finance leaders move... ...executives, vendors, and third-party providers Ability to manage personal tasks and workload Desire to work in a fast-paced environment...PersonalSeniorLive inWork at officeLocal area
$77k - $202k
...complex situations, you are growing your personal brand, deepening technical expertise and... ...analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex... ...01k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits...PersonalSeniorFull timeH1b- ...industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you... ...advisory solution, providing clients with a personal relationship, specialized service, and... ...positions Paid parental leave and family building benefits Tuition reimbursement...PersonalSeniorWork at office
- A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client...SeniorWork at office
$95.2k - $157.1k
Senior Associate - Corporate Finance Business Valuation EY-Parthenon’s Corporate Finance... ...with most client roles working together in person 40‑60% of the time. Flexible vacation... ...and approved holidays, as well as personal/family care leaves. Equal Opportunity Employer...PersonalSeniorWork at officeFlexible hours$80k - $100k
Overview The Senior Associate Financial Advisor serves as a transitional step to a Financial... ...with clients and their families to understand their... ...experience in the investment or wealth management field,... ...hours of sick time and 3 personal days, which refresh annually...PersonalSeniorWork experience placementWork at office$127.8k - $150.2k
Senior Consultant - ServiceNow Financial Services Operations (FSO... ...Services Operations Banking and Wealth Professional Suite... ...equity. Employees (and their families) are covered by medical, dental... ...difference in how we work. We show up personally. We’re right there in the...PersonalSeniorTraineeshipH1bWork at officeLocal areaImmediate startRelocationVisa sponsorshipFlexible hours- ...Level Recruiting, LLC Talent Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA | Wealth Management | Investment Banking |… ***Senior Family Office Wealth Advisor - 200-250K Base + Bonus + Incentive Comp*** ***Client is also open to...SeniorFull timeWork at office
$88k - $150k
Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on... ...aspirations. We are seeking an experienced Family Advisor to join our firm. Our ideal candidate... ...their estate planning counsel, personal/business tax professional, insurance professionals...PersonalFull timeTemporary workWork at office$88k - $150k
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with... ...an experienced Family Advisor to join our advisory... ...Collaborates closely with the Senior Family Advisor and the... ...emotional intelligence, personal integrity, and...PersonalFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$100k - $150k
...make a meaningful impact? As a Senior Trust & Estate Manager, you will support our Family Office team and Brighton Jones Trust... ...with clients and external advisors to draft legal documents. Proactively... ..., licensing, and dues. Personal career development plans. Rich...PersonalSeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$100k - $150k
...the industry in aligning wealth, passion, and purpose to... ...Jones is seeking a Senior Trust & Estate Manager to support our Family Office team and Brighton... ...our Family Office wealth advisors, coordinating strategy,... ...tailored to the clients’ personal, charitable, tax, and financial...PersonalSeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed...Senior
$116k - $136.5k
Senior Consultant, Finance Transformation Chicago Are... ...the Office of the CFO—reimagining finance operating... ...Serve as a trusted advisor and identify opportunities... ...Employees (and their families) are covered by medical... ...how we work. We show up personally. We’re right there in the...SeniorWork at officeLocal areaImmediate startFlexible hours$200k
...Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm... ...investment advice to high-net-worth families and we love what we do. Our firm has received... ...looking for an entrepreneurial Senior Wealth Advisor to join our newly opened Seattle, WA office...SeniorH1bWork at officeDay shift- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm...SeniorWork at office
- Gesa Credit Union in Seattle is seeking a Sr. Personal Financial Representative who excels in member service, lending, and account management. This role involves delivering exceptional service, mentoring team members, and handling complex financial transactions. The ideal...PersonalSenior
- ...Primary role is as secondary advisor**Qualifications & Requirements... ...Competencies listing for Job Family**Detail-oriented with... ...disclosure.At Corient, we combine the personal service, creativity and... ...create a profoundly different wealth experience. As fiduciaries, we...PersonalPermanent employmentWork at office
- ...finance industry together. Schwab Wealth Advisory is a fee based, non‑... ...solution built on trust, personalized service, and Schwab's... ...investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors... ...* Paid parental leave and family building benefits * Tuition...PersonalWork at office
- A prominent investment firm in Seattle is looking for a Senior Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth families. Ideal candidates will have a portable client base and at least 8 years in a lead advisory role. The...Senior
$96.6k - $122k
...Wealth Advisor Assistant Join a team that values your ambition and empowers your growth... ...and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them... ...client assets. We combine a boutique's personal service, creativity and objective...PersonalPermanent employmentTemporary workWork at officeFlexible hours- ...Tax Manager - Senior Tax Manager As a leading Northwest CPA firm, we're known for our... ...have a reputation for responsiveness and personal attention. Our employees pride themselves... ...-for-profit organizations, and affluent families, many of them high profile. You'll find...PersonalSeniorSummer workCasual workWork at officeLocal areaWeekend work
- ...Vertical Farming Co-Founder / CFO (100 % remote) (m/f/d) We are looking to hire ambitious entrepreneurs to start and scale their... ...Petter Made (founder SumUp, €8B) who are eager to support outlier personalities and serial entrepreneurs to build €1B+ companies. Our offer: A...PersonalRemote workRelocation
- Highland Private Wealth Management is a multi-office advisory practice with... ...high-net-worth individuals and families. This on-site role, with remote flexibility... ...You will engage clients, grow a personal book, and collaborate with external advisors to deliver strategic outcomes....PersonalWork at officeRemote work
- ...areas of advanced planning: wealth enhancement, wealth transfer,... ...Lending Solutions, Life Insurance, Family Meetings, and Health... ...Collaborate closely with Sr. Family Advisors and Service Team to ensure... ...their estate planning counsel, personal/business tax professional,...Full timeTemporary workWork at office
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