Affluent Wealth Management Banker — Trusted Advisor
Us Bank
U.S. Bank is seeking a Wealth Management Banker in Kenmore, WA to enhance the affluent client experience. You will be responsible for managing and developing client relationships, ensuring collaboration across services to meet clients' needs effectively. The ideal candidate will have a Bachelor's degree, seven years of Wealth Management experience, and relevant licenses. This role offers competitive benefits and opportunities for professional growth. #J-18808-Ljbffr Us Bank
- U.S. Bank is seeking a Wealth Management Affluent Banker in Seattle, responsible for delivering an exceptional client experience and managing affluent wealth management client relationships. The role involves collaboration with various banking experts and conducting proactive...Suggested
- ...Private Banker In The U.S. Private Bank We are actively looking... ...on building, preserving and managing their wealth. You will use your knowledge... ...with clients by earning trust, thoroughly understanding client... ...provides individuals, advisors and institutions with strategies...SuggestedTemporary workWork experience placementLocal area
- ...seeking an Associate Personal Banker (SAFE) to join our National Branch... ...digital tools to help them manage their finances with confidence... ...Experience building trust-based customer relationships through... ...Corporate and Investment Banking, and Wealth & Investment Management. Wells...SuggestedFull timeWork experience placementFlexible hours
- KeyCorp is looking for a Private Client Banker in Bothell, Washington, to act as a trusted advisor, focusing on client relationships and financial wellness. The... ...experience in sales and customer relationship management. The position offers competitive hourly pay and incentive...SuggestedHourly pay
$148.5k - $174.7k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically... ..., banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships...SuggestedTemporary workWork experience placement3 days per week$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...communities and committed to meeting the banking, lending and wealth management needs of its clients. Mechanics Bank now provides a broader,...Work at officeLocal area- ...Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team... ...firm specializes in delivering customized wealth management and investment advisory solutions to... ...exposure and a clear path toward becoming a trusted advisor. Responsibilities...For contractorsWork at office
$95.2k - $200k
Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations, developing business opportunities, and collaborating with high net worth...$148.5k - $174.7k
Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their... ...planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing... ...banking, wealth and estate planning, and trust services to frame, acquire, and retain...Temporary workWork experience placementLocal area3 days per week- Merit Financial Advisors is seeking an Associate Vice President (AVP) for its Banking Channel in Seattle, WA. This role entails providing holistic wealth management services, focusing on affluent, high-net-worth, and ultra-high-net-worth clients. The ideal candidate will...
$75k - $160k
...build a business within Goldman Sachs Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential Partner with internal and external subject...Full timeTemporary workPart time- ...Chase & Co. is seeking a Private Client Banker for the Wallingford Branch in Seattle, WA... ..., you will be the primary contact for affluent customers, ensuring their complete banking... ...are met through proactive relationship management. Your responsibilities will include acquiring...Full time
- ...as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW),... ...seamlessly integrate investment management, retirement planning,... ..., attorneys, business advisors). Maintain disciplined... ...extension of the bank’s trusted relationship model. *Please...Full timeTemporary workPart timeWork experience placementFlexible hours
$116k - $216k
Overview Location: 1301 5th Avenue, Seattle Washington Job Summary: The Senior Relationship Manager (or Sr Banker) serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. The Sr Relationship...Permanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift$110k - $190k
...Description What is the opportunity? Wealth Management Banker - Support RBC USWM field and... ...serving as the key contact for financial advisors and their clients. The Wealth Management... ..., and working together to deliver trusted advice to help our clients thrive and...Full timeFlexible hours- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team'... ...groups, etc. Understands the Blue Trust target market and has the ability to evaluate... ...'s approach to client counsel. Manages an affluent client base by interpreting and...Work at officeLocal areaNight shift
$25 - $38.46 per hour
...Private Client Banker Location: 21105 Bothell Everett Highway - Bothell, Washington... ...1 Job Summary: Be a problem solver, trusted advisor, and partner to the people and... ...relationship of current clients; effectively managing internal and external centers of influence...Hourly payWork experience placementDay shift$25 - $38.46 per hour
...98021 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...communities. The Private Client Banker (PCB) is part of the Key Private Client... ...debriefs. Work on Saturdays as directed by management. Perform other duties as assigned; duties...Hourly payWork experience placementDay shift$125k - $200k
A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication...- Charles Schwab is hiring a Financial Consultant who will provide wealth management and financial planning advice to existing clients. This position requires a valid FINRA Series 7 license and entails growing client practices through relationship management and networking...
- A leading financial institution is looking for a Private Client Advisor to focus on affluent clients and provide tailored investment solutions. The role involves growing client relationships, conducting comprehensive financial plans, and collaborating with branch teams...
$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...- ...seeking a Financial Consultant to provide financial guidance and form lasting relationships with clients. This role emphasizes wealth management and the ability to grow your practice through client referrals. The ideal candidate will possess a valid FINRA Series 7...
$116k - $216k
...Sr. KPB Relationship Manager Location: 1301 5th Avenue, Seattle... ...acting as the primary client advisor, developing and implementing strategies... ...advisory team, including trust, investment and planning... ...-depth knowledge of financial wealth management services and products...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...Description The Merrill Lending Solutions Advisor is a client- and advisor-facing role... ...adoption of lending solutions across Merrill Wealth Management. The Advisor is embedded within the... ...skills, with ability to build trust and credibility with advisors and leadership...Work at officeShift workDay shift
- KeyBank in Seattle is seeking a Personal Banker to enhance client financial wellness through effective relationship management and sales efforts. The ideal candidate will have proven experience in customer engagement and sales, with strong interpersonal skills. Responsibilities...
$21.3 - $25 per hour
Cathay Bank seeks motivated individuals for customer service and new account management roles in Seattle, WA. Responsibilities include opening new accounts, cross-selling bank products, and resolving customer issues while ensuring regulatory compliance. Qualifications...Hourly payFull time- NFP Corp is seeking an AVP, Advisor to join their wealth management team in Seattle. This role involves crafting tailored investment strategies aligned with client goals and executing sophisticated financial plans. You will lead client engagements and collaborate with external...
$80k - $115k
Wealthspire is seeking an AVP, Advisor to use financial expertise to craft tailored investment strategies that align with client goals... ...a Bachelor's degree in a relevant field and 3+ years of wealth management experience. The company offers a competitive salary between $...- 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...
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