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
$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...SeniorWork at officeFlexible hours$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...SeniorTemporary workFlexible hours$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...SuggestedWork experience placementWork at officeFlexible hoursNight shift$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- ...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
- 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
- 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
$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...SeniorLocal areaFlexible hours$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- ...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...SeniorWork at officeLocal areaRelocationMonday to Friday
$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...SeniorFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$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$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$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 employmentTemporary workWork at officeFlexible hours$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...SeniorFull timeLocal areaRemote workRelocation packageFlexible hours$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...SeniorWork experience placementLocal area$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$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...SeniorWork experience placementWork at officeLocal areaFlexible hours- ...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
- ...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...SeniorWork at office
- ...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 employmentWork at office
- 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 jobFlexible hours
$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- ...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
$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...SeniorPermanent employmentFull timeWork experience placementRelocationVisa sponsorshipWork visaFlexible hoursShift workDay shift$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...SeniorTemporary work$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...$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$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...SeniorContract workFor contractorsWork at office$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
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