Senior Wealth Transfer Strategist (HNW/UHNW)
RBC
RBC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for our high net worth and ultra-high net worth clients. This role primarily assists external Wealth Strategists across the United States, collaborating with Financial Advisors and client families to deliver integrated wealth management solutions. The successful candidate will work closely with Wealth Strategists, advisors, and support teams to provide tax and estate planning insights, and may directly #J-18808-Ljbffr RBC
$70k - $130k
...? Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the... ...at RBC for its high net worth (“HNW”) and ultra-high net worth (“UHNW”) clients. The position primarily...SeniorHigh net worthTemporary workFlexible hours- Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated financial and estate planning for high-net-worth clients, typically $5M+ in assets. You will partner with Wealth Advisors and internal specialists to create holistic plans and actionable recommendations...SeniorHigh net worth
$82k - $135.2k
A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant...SeniorHigh net worth- Bank of America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish. You will collaborate with Wealth Strategy Specialists to gather information, run analyses and develop integrated planning solutions for high-net...SeniorHigh net worth
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...SeniorHigh net worthRemote job- A distinguished independent wealth management firm is seeking an experienced Senior Vice President, Portfolio Manager in Seattle, responsible for managing customized investment portfolios for high-net-worth individuals. The ideal candidate will have at least 15 years of...SeniorHigh net worth
- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor... ...advisory role. Strong track record of developing and maintaining UHNW client relationships. Ability to transition an existing client...SeniorHigh net worthWork at office
- Freestone Capital Management is hiring an Estate Planning and Wealth Strategist in Seattle, WA. You will work within the Wealth Planning team to provide expert guidance on estate, gift, tax, charitable and legacy planning matters. Role involves collaborating with clients...Senior
- Tschetter Group in Bellevue, WA is seeking a Financial Planning Lead to deliver thoughtful, high-quality planning and client experiences. This role collaborates with the Director of Client Experience and advisors to maintain planning standards and develop recommendations...SeniorHigh net worth
- 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
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held... ...lives of our High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients are managed with... ...cash balances and daily asset transfers in accounts Plan and...SeniorHigh net worthTemporary workWork at officeFlexible hours- KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans...SeniorHigh net worth
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...of Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent demonstrated through...SeniorHigh net worthFull timeWork experience placementWork at office
$116k - $216k
Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios... ...Demonstrated experience in managing relationships with High Net Worth (HNW) clients, understanding their unique needs and providing...SeniorHigh net worthWork experience placementWork at officeFlexible hours- UBS in Bellevue/Seattle seeks a Senior Wealth Management Banker to build and maintain trusted relationships with Financial Advisors, clients, and branch staff. You will promote banking and lending solutions, support advisors, and drive collaboration across the branch network...SeniorHigh net worth
- Empirical Financial Services, LLC is seeking experienced Financial Advisors in Seattle, Washington. Join a fast-growing firm dedicated to providing coordinated advice and exceptional service to high-net-worth clients. Ideal candidates will possess a CFP designation and ...SeniorHigh net worth
- ...net-worth individuals and their families. The role focuses on new business development, coordinating with tax, insurance, operations, and investment teams to deliver comprehensive wealth management solutions and service to clients. #J-18808-Ljbffr Whittier Trust CompanySeniorHigh net worthWork at office
- U.S. Bank is seeking a seasoned PWM Wealth Planner in Seattle to deliver comprehensive goals-based planning for high-net-worth clients. You will work with relationship teams to identify opportunities and tailor financial solutions across lifestyle, estate, tax, and business...SeniorHigh net worth
- Citi is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent and high-net-worth clients through comprehensive financial planning and discovery. You will work with product specialists to align banking, credit and investment needs...SeniorHigh net worth
- UBS is seeking a Senior Wealth Management Banker to build trusted relationships with Financial Advisors, branch staff, and high net worth clients, delivering tailored banking solutions in the Seattle/Bellevue area. You will promote lending capabilities, analyze mortgage...SeniorHigh net worth
- Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to high-net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships...SeniorHigh net worth
- Parcion Private Wealth in Bellevue, WA seeks an experienced Family Advisor to partner with ultra-high net worth business owners and multigenerational families. You will manage client relationships, coordinate financial planning, and guide investment implementation before...High net worth
$75k - $105k
...assignment you will continue to be an active service member and shall not be an employee of UBS About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused...SeniorHigh net worthFull timeTraineeshipWork experience placementFlexible hours$140k - $180k
...environment? Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs? Job... ...on banking solutions to meet their needs? We're looking for a Senior Wealth Management Banker to: build and maintain trustworthy...SeniorHigh net worthFull timeFlexible hours$177k - $300k
...to make a difference. Join us! Key responsibilities Leads the wealth planning engagement process with clients from start to finish Works... ...topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling...High net worthWork experience placementLocal areaWork from homeShift workDay shift$150k - $240k
Laird Norton Wetherby (LNW) is seeking a full-time Wealth Manager to join our Seattle team. The role involves delivering bespoke wealth management services to ultra-high-net-worth clients, coordinating with partners, analysts, and specialists, and leading client engagements...High net worthFull timeWork at officeRemote work- JPMorgan Chase’s Private Client division seeks a Relationship Manager to cultivate high-net-worth client relationships, understand goals, and offer bespoke solutions with tailored planning. You will expand the client base by sourcing new relationships, collaborating across...SeniorHigh net worth
- JCW Group, a Washington-based growth-oriented RIA, is seeking a Private Wealth Advisor to manage and grow relationships with its high-value clients. The role offers significant autonomy and a warm referral pipeline with a flexible remote schedule. The ideal candidate brings...High net worthRemote jobFlexible hours
- ...Search in Seattle, WA seeks an experienced estate planning and business attorney to provide advanced counsel on estate planning, wealth transfer strategies, and complex tax matters for high-net-worth individuals and families. The role includes drafting wills and trusts,...SeniorHigh net worth
$75k - $160k
YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and...SeniorHigh net worthFull timeTemporary workPart timeLocal area
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