Senior Wealth & Banking Advisor for High‑Net‑Worth Clients
UBS Financial Services Inc.
UBS in the United States seeks a Senior Wealth Management Banker in Bellevue, WA to join the Banking Field Engagement Team and solve client needs through trusted advisor relationships. You’ll engage Financial Advisors, branch staff and clients to deliver banking solutions within wealth management. You will promote lending and banking capabilities, collaborate with sales groups, and review mortgage pipelines, defining a territory strategy with transparent results. Travel up to 75% is expected. #J-18808-Ljbffr UBS
- 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... ...integrated planning solutions for high-net-worth clients. You will expand existing relationships...SeniorHigh net worth
- HSBC seeks a Wealth Relationship Manager to build and manage a portfolio of high-value clients, delivering wealth planning solutions and investment products. The role involves... ...and maintaining strong relationships across banking and advisory services. You’ll work with a...High net worth
- Bank of America is seeking a client‑focused associate to uncover personal and small business banking needs and offer tailored solutions. The role balances transactional work with proactive follow‑ups, aiming to deepen client relationships. You will connect with clients,...Senior
$116k - $216k
...WashingtonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through... ...as the primary client advisor, developing and... ...responsible for serving high net worth clients in their existing... ...knowledge of financial wealth management services and...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common... ...and how we deliver for our clients, teammates, communities, and... ...business owners and higher net worth clients alike. You'll be able... ...further your education. As a Senior FSA, you can look forward to...SeniorHigh net worthWork at officeImmediate startShift workDay shift$157.23k - $192.17k
At U.S. Bank, we’re on a journey to do our best. Helping... ....S. Bank Private Wealth Management (PWM) helps clients identify and achieve their... .... The Private Wealth Advisor (PWA) is responsible for... ...interacting with High and Ultra High Net Worth clientsPreferred Skills...High net worthFull timeWork experience placementLocal area3 days per week$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part of... ...Investment Services, Private Bank, Mortgage or Business... ...and Key. Education High School Diploma , GED, or... ...relationships with high‑net‑worth clients, providing...High net worthHourly payWork experience placementDay shift$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... ..., and collaborating with high net worth clients. The ideal candidate will...SeniorHigh net worth$140k - $180k
...experience working with financial advisors and wealth management clients on banking solutions to meet their needs?... ...their needs? We're looking for a Senior Wealth Management Banker to: build... ...an organization supporting high net worth clients a familiarity with the structure...SeniorHigh net worthFull timeFlexible hours- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to... ..., independent broker-dealer, bank, or RIA environment ~...SeniorHigh net worth
- ...headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. The role... ...and investment teams to deliver comprehensive wealth management solutions and service to clients....SeniorHigh net worthWork at office
$129k - $238k
...and build relationships with high-net-worth clients. Manages client... ...spectrum of needs of Private Bank target clients and provide tailored... ...across investments, trust and wealth transfer, credit, deposit and... ...small and large audiences of senior and executive level professionals...SeniorHigh net worthFull timeImmediate start- HSBC in the United States seeks a Wealth Advisor to serve a portfolio of high-net-worth clients. You will assess needs and recommend banking, investment and insurance solutions while growing wallet share. The role emphasizes client relationships, compliance, and collaboration...High net worth
$28.85 - $33.65 per hour
...location listed*****At Bank of America, we are guided... ...and delivering for our clients, teammates, communities... ...a Financial Solutions Advisor Stage I (FSA I), your... ...business owners and higher net worth clients alike. You’ll... ...Education Requirement: High School Diploma / GED /...High net worthHourly payFull timeWork at officeImmediate startShift workDay shift$65k - $85k
...people? We're looking for a client associate to: keep... ...supporting a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth... ...leading and truly global wealth manager and the leading universal bank in Switzerland. We also...High net worthFull timeWork at officeFlexible hours- JPMorgan Chase in Seattle, WA is seeking a Private Client Banker to manage the full banking relationship for affluent clients and other customers. You will drive growth by referrals, coordinate with Specialists, and promote convenient self-service access while ensuring...
- ...in Bothell is seeking a Licensed Private Client Banker to serve clients with comprehensive... ...relationships while ensuring compliance with banking regulations. The ideal candidate will possess excellent communication skills, a high school diploma, and relevant financial...Hourly pay
$116k - $216k
...Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through... ...acting as the primary client advisor, developing and... ...responsible for serving high net worth clients in their existing... ...knowledge of financial wealth management services and...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift$140k - $180k
...WA seeks a Deposit Relationship Manager to own a book of commercial and high-net-worth deposit clients, driving growth and strategic treasury relationships. This role emphasizes relationship banking, liquidity solutions, and proactive financial insights, with a...High net worth- ExpertHiring in Bellevue, Washington is seeking a Financial Planning Associate to support a Lead Financial Planner. You will prepare for client meetings, gather data, and help with Investment Policy Statements and asset allocation. You will also assist in trading and...SeniorHigh net worth
- JPMorgan Chase in Bellevue, WA seeks an experienced Private Client Relationship Manager to lead high-net-worth client engagements and develop a bespoke financial planning approach. You will build long-term banking and lending relationships, present the value proposition,...SeniorHigh net worth
- Ashurst Perkins Coie LLP is seeking a senior attorney to lead trust and estate planning and administration for high-net-worth clients, with a focus on sophisticated tax planning and controversy avoidance. You will advise on complex estate matters, and represent clients...SeniorHigh net worth
- 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
- 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
- ...respected financial institution expanding its Private Banking team across the Western United States. The... ...will develop relationships with affluent clients, manage loans and treasury needs, and deliver customized wealth management solutions. You will have the autonomy...Senior
$191.5k - $277.2k
About the Role:Serves high net worth and institutional clients as Portfolio Manager within Baird Trust Company. Ongoing tasks include portfolio management... ...10+ years prior experience as a portfolio manager in a banking or securities industry, or an equivalent combination of...SeniorHigh net worthFull timeWork at officeRemote work- Bank of America is seeking a client-focused financial advisor in the Kirkland area to help clients achieve financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products. You will complete required licenses...
- Charles Schwab is hiring a Wealth Advisor to join Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals. This role emphasizes on-site collaboration and in-depth...High net worth
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by... ...and delivering for our clients, teammates, communities... ...a Financial Solutions Advisor Stage I (FSA I), your journey... ...owners and higher net worth clients alike. You’ll... ...Education Requirement: High School Diploma / GED /...High net worthHourly payFull timeWork at officeImmediate startShift workDay shift- JPMorgan Chase & Co. in Seattle seeks a Private Client Banker in Branch Banking to be the main contact for a select group of affluent clients. You will manage their complete banking relationship with a proactive, education-based approach to grow balances and deliver tailored...
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