Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Family Wealth Planner

Brighton Jones LLC

Brighton Jones LLC is seeking a Financial Planner in Seattle, WA to act as the first point of contact for client communications and strategize with the Lead Advisor. Responsibilities include reviewing client portfolios, preparing deliverables, and providing analysis on financial topics. The ideal candidate has 4+ years of financial planning experience and holds a CFP®, CPA, CFA, or JD designation. This in-office, full-time role offers a flexible work culture and a competitive compensation package. #J-18808-Ljbffr Brighton Jones LLC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Family Wealth Planner in Seattle, WA vacancy
  • $116k - $216k

     ...optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio... 
    Senior
    Work at office
    Flexible hours

    Key Bank

    Seattle, WA
    5 days ago
  • $70k - $130k

     ...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on...  ...Wealth Strategists and/or Financial Advisors, clients and their families, and client tax or legal counsel. Serve as a subject matter... 
    Senior
    Temporary work
    Flexible hours

    RBC

    Seattle, WA
    2 days ago
  • $165k - $345k

     ...Family Wealth Strategist Location: 1301 5th Avenue, Seattle Washington Job Summary The Family Wealth Strategist serves as the lead...  ...Worth (UHNW) families with $25MM+ in investible assets. This senior-level role is responsible for prospecting new clients, deepening... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    KeyCorp

    Seattle, WA
    4 days ago
  • $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

    JPMorgan Chase

    Seattle, WA
    2 days ago
  •  ...in Seattle is seeking an experienced tax consultant to lead compliance and consulting services for high-net-worth individuals and families. The ideal candidate will possess a CPA or JD and have over 15 years of experience in taxation. Your role will involve performing... 
    Senior

    Baker Tilly Advisory Group, LP

    Seattle, WA
    17 hours ago
  • KeyBank is seeking a Family Wealth Strategist in Seattle to serve as the lead advisor for Ultra High Net Worth families with over $25 million in investible assets. This senior role focuses on prospecting new clients, deepening existing relationships, and managing comprehensive... 
    Senior

    KeyBank

    Seattle, WA
    2 days ago
  • Truce Law, PLLC, located in Seattle, WA, is seeking a Senior Family Law Attorney who believes in a better way to support families during difficult separations. In this pivotal role, you'll conduct consultations, shape case strategies, and mentor fellow attorneys. The position... 
    Senior

    Truce Law, PLLC

    Seattle, WA
    1 day ago
  • $158.01k - $276.46k

    Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle, WAtime type...  ...the world’s most successful individuals, families, and institutions by remaining true to our...  ...within the organization is encouraged, senior leaders are accessible, and you can take... 
    Senior
    Local area
    Flexible hours

    Northern Trust Corp

    Seattle, WA
    1 day ago
  • $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

    Northern Trust Corp

    Seattle, WA
    2 days ago
  •  ...Specialist Range is on a mission to redefine wealth management. We harness technology to help...  ...closely with our Certified Financial Planners to devise and implement tax strategies...  ...as changes in employment, investments, or family status, on future tax liabilities. Under... 
    Senior
    Work at office
    Local area
    Relocation
    Monday to Friday

    RANGE

    Seattle, WA
    4 days ago
  • $130k - $300k

     ...impact. We lead the industry in aligning wealth, passion, and purpose to help our clients...  ...-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. ~6+ years in...  ...services discount for employees and immediate family members Time & Flexibility... 
    Senior
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones LLC

    Seattle, WA
    3 days ago
  • $200k - $250k

    SR Staffing is seeking an experienced Wealth Manager to join its Bellevue team. The ideal candidate will deliver comprehensive financial guidance, manage relationships with high-net-worth clients, and support business development efforts. This position requires 5-10+ years... 
    Senior

    SR Staffing

    Bellevue, WA
    17 hours ago
  • $158.01k - $276.46k

    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...
    Senior

    Northern Trust

    Seattle, WA
    1 day ago
  • $75k - $100k

     ...ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Seattle, WA
    17 hours ago
  • $150k

     ...Senior Lifestyle Strategist WeHo, Los Angeles, USA Compensation: $150,000 OTE ($100k base + $50k Uncapped Bonus with up to 2x Booster...  ...of every minute of your life. Stronger connections with your family and friends. Experiences and adventures that transform who you... 
    Senior
    Full time
    Local area
    Remote work
    Relocation package
    Flexible hours

    Aurora CO

    Seattle, WA
    5 days ago
  • $70k - $106k

     ...seekers. (*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client...  ...to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics... 
    Senior
    Work experience placement
    Local area

    Indeed Inc.

    Seattle, WA
    2 days ago
  • $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

    Russell Investments

    Seattle, WA
    17 hours ago
  • $94k - $175k

     ...execution of client experience. Develops a strong understanding of family relationships and the needs of current clients as well as...  ...deep expertise in fiduciary, investment, tax, and other related wealth issues by keeping current as to estate and tax law changes through... 
    Senior
    Work experience placement
    Work at office
    Local area
    Flexible hours

    KeyBank

    Seattle, WA
    3 days ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior...  ...role partners closely with high–net‑worth individuals and families to develop personalized financial strategies and help clients... 
    Senior

    Beacon Pointe

    Seattle, WA
    1 day ago
  •  ...sophisticated financial planning and investment advice to high-net-worth families and they love what they do. They have received numerous...  ...insurance. They are currently seeking an entrepreneurial Senior Wealth Advisor to join their newly opened Seattle, WA office. The... 
    Senior
    Work at office

    Gaynor Staffing

    Seattle, WA
    1 day ago
  •  ...Microsoft Suite, Planning Software**Competencies listing for Job Family**Detail-oriented with excellent analytical and organization...  ...advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and... 
    Permanent employment
    Work at office

    Corient Private Wealth LLC.

    Seattle, WA
    4 days ago
  • Carlsbad Tech is seeking a Family Cruise Vacation Planner in Seattle, WA, to assist families in designing memorable vacations. The role involves recommending family-friendly cruise options, coordinating various bookings, and supporting clients throughout their travel experience... 
    Remote job
    Flexible hours

    Carlsbad Tech

    Seattle, WA
    2 days ago
  • $85k - $150k

     ...SAFEbuilt, Inc, located in the Greater Seattle Area, is looking for a Senior Planner to join our team. This role provides a chance to work on diverse assignments in community development with a focus on planning and zoning. The ideal candidate must have at least 7 years... 
    Senior

    SAFEbuilt

    Seattle, WA
    1 day ago
  •  ...Samsara, Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset...  ...serving high net worth individuals, family offices, foundations and not for profit organizations...  ...The Role We are seeking an experienced Senior Analyst to join our GC Wealth team. The... 
    Senior

    General Catalyst Partners

    Bellevue, WA
    2 days ago
  • $93.5k - $126.5k

    Manufacturing Planner - Systems & Test (Experienced or Senior) Company: The Boeing Company Boeing Commercial Airplanes is seeking an Experienced or Senior...  ...where SPEEA representation applies, this job family will be covered by the terms of the collective bargaining... 
    Senior
    Permanent employment
    Full time
    Work experience placement
    Relocation
    Visa sponsorship
    Work visa
    Flexible hours
    Shift work
    Day shift

    Boeing

    Renton, WA
    1 day ago
  • $129k - $177k

    Description Job Summary The Senior Planner, Climate Adaptation and Resilience role is responsible for leading projects that include comprehensive assessments, analyses, development and implementation of strategies and implementation plans for our clients' water-related... 
    Senior
    Temporary work

    Brown and Caldwell

    Seattle, WA
    4 days ago
  • $80k - $100k

    Stabler Wealth Management in Bellevue seeks a dedicated professional to work alongside lead advisors in financial and tax planning. This hybrid role offers significant growth opportunities, where you will manage planning tasks and client communications, particularly during... 

    Stabler Wealth Management

    Bellevue, WA
    4 days ago
  • $120k - $170k

    Mannik Smith Group is seeking a Senior Transportation Planner based in Seattle, WA. In this role, you will lead and support planning for transportation projects including shared-use paths and multimodal facilities. Candidates should have over 15 years of experience in transportation... 
    Senior

    Mannik Smith Group

    Seattle, WA
    17 hours ago
  • $85k - $150k

     ...Senior Planner Hybrid - Greater Seattle Area, WA SAFEbuilt has the technical expertise to provide Community Development services, but the reason for our success is our people. Over 1600 experts make up our team from across the country, with experience in a full range... 
    Senior
    Contract work
    For contractors
    Work at office

    SAFEbuilt

    Seattle, WA
    1 day ago
  • $110k - $170k

     ...Gensler is seeking a Senior Tech R&D Lab Planner in Seattle to join the Advanced Tech team. The ideal candidate will have over 10 years of experience in lab planning and design, with a strong emphasis on architectural skill and experience in complex environments. The role... 
    Senior

    Gensler

    Seattle, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Family Wealth Planner. Be the first to apply!