Senior Wealth Client Associate - UHNW Advisory
JPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A. in Seattle is looking for a Client Associate to provide exceptional wealth management services to ultra-high net-worth clients. In this role, you will work closely with Financial Advisors and assist with client onboarding, investment recommendations, and account maintenance. The ideal candidate should have a Bachelor's degree, be willing to obtain Series 7 and Series 66 licenses, and possess strong communication skills. The position offers a competitive total rewards package, including commission-based pay and comprehensive health benefits. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Client Associate - UHNW Advisory in Seattle, WA vacancy
- JPMorganChase is looking for a Client Associate in Seattle to deliver exceptional wealth management services to ultra-high net worth clients. You will support Financial Advisors, providing personalized solutions and building lasting relationships. Your role involves client...Senior
$65k - $81k
...Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...SuggestedWork at officePathStone
Bellevue, WA3 days ago- Chase is looking for a Client Associate to provide exceptional wealth management services to ultra-high net worth clients. In this role, you will help Financial Advisors deliver tailored solutions and support them in building strong client relationships. You'll play a...Suggested
- JPMorgan Chase & Co. is looking for a Client Associate in Seattle, WA, to deliver exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors and provide personalized solutions while developing your skills in a collaborative...Suggested
$94k - $175k
KeyCorp is seeking a Sr Fiduciary Strategist in Seattle to manage fiduciary responsibilities and advise high-net-worth clients. This role includes developing strong family relationships, facilitating estate planning, and collaborating closely with the Relationship Management...Senior$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one... ...our High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients are managed with precision and white-glove...SeniorTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA18 hours ago$60.5k - $90k
...Job Shift: Day Job Category: Client Service EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion... ...offers opportunities for our associates to learn, grow and enhance their... ...careers. Summary The Senior Client Relationship Associate...SeniorFull timeTemporary workWork at officeFlexible hoursShift work$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...through a personal relationship with their advisory team committed to their needs. We...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- U.S. Bank in Seattle is seeking a Private Wealth Advisor to identify and deepen client relationships while managing various aspects of wealth and estate planning. The role requires strong relationship management skills and over eight years of experience in handling High...SeniorWork at officeRemote work
$30 per hour
...and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located nationwide... ...of client service. Guidance to advisory teams and clients as to family...SeniorWork at officeRemote workBeacon Pointe Advisors
Seattle, WA6 days ago$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South... ...Management is a boutique wealth advisory firm looking for an experienced... ...including operations management and senior leadership, as the firm scales. We...Work at office- ...transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and...SeniorWork at office
$25 - $44 per hour
This role supports multiple Financial Advisors by providing client service support, ensuring timely, accurate and complete client materials... ...Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services...Hourly paySeasonal workShift workDay shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...a personal relationship with their advisory team committed to their needs. We believe...Seasonal workWork at officeWork from homeShift workDay shift
- Client Associate At J.P. Morgan Advisors Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage...SeniorLocal area
- Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra‑high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity...SeniorLocal area
$80.17k - $99.9k
Client Associate - JPMorgan Advisors Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you will deliver exceptional wealth management services to ultra‑high net‑worth clients. Join our dynamic and growing team, working closely with Financial Advisors...SeniorLocal area- Focus Financial Partners is looking for a Client Service Associate to join the Wealth Management team in Seattle, WA. This position emphasizes providing exceptional service through a variety of account support functions. The ideal candidate will have 1+ year of relevant...Work 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....Senior
$60.5k - $90k
EP Wealth Advisors in Seattle, WA is looking for a Senior Client Relationship Associate to lead client interactions and maintain strong relationships. This role involves collaborating with wealth advisory teams and contributing to client retention and satisfaction. The...SeniorFlexible hours$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to... ...of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets...SeniorFull timeSummer workWork at office- ...Client Service Associate Greater Seattle Area Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With... ...full suite of investment advisory, planning, and... ...will work closely with senior advisors and client relationship...Work at office
$125k - $175k
Bessemer Trust in Seattle is seeking a Client Advisor to develop and manage relationships with ultra-high net worth clients. The role involves communication, account administration, and assistance with investment management. The ideal candidate will have a Bachelor's degree...Senior- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
- Liberty 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...Senior
- ...J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$146.76k - $278.24k
...Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast... ...opportunity for a **Tax Senior Manager, Private Wealth** to join our growing High... ...and Teach philosophy, helping associates meet their professional goals##...SeniorPrivate practiceLocal areaWorldwideBaker Tilly International
Seattle, WA20 hours ago- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...building long-term relationships with clients. The role partners closely with high-... ...information on Beacon Pointe's wealth advisory services, please visit: . About Beacon...Senior
- ...Forbes Top 100 nationally ranked investment advisory firm with over $4.7B in AUM is growing!... ...business. This firm always puts their client’s best interest first. The advisors and... ...are currently seeking an entrepreneurial Senior Wealth Advisor to join their newly opened...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Client Associate - UHNW Advisory. Be the first to apply!
Related searches
- client solutions associate Seattle, WA
- client account associate Seattle, WA
- client success associate Seattle, WA
- client services associate Seattle, WA
- client relationship associate Seattle, WA
- senior cloud service delivery manager Seattle, WA
- senior business analyst contract Seattle, WA
- senior product design engineer Seattle, WA
- senior game producer Seattle, WA
- senior software manager Seattle, WA