Senior Family Wealth Lead Advisor — CFP
$130k - $300kBrighton Jones
A leading financial advisory firm in Seattle is looking for a Personal CFO to manage wealth management plans for clients. This role demands expertise in financial and estate planning, excellent communication skills, and a commitment to client satisfaction. The ideal candidate will have a Bachelor's degree, CFP designation, and 6+ years of experience in financial services. This full-time position offers a competitive salary range of $130,000 - $300,000 along with a comprehensive benefits package. #J-18808-Ljbffr Brighton Jones
- 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
$130k - $300k
...national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our... ...Jones as their trusted financial advisor. Develop and expand relationships with... ...the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 6+ years in...SeniorFull timeSummer workWork at officeLocal areaFlexible hours- Truce Law is seeking an experienced Senior Family Law Attorney in Seattle, WA to lead consultations and shape case strategy while mentoring other attorneys. Responsibilities include conducting Legal Roadmap Sessions, developing firm templates, and providing technical guidance...Senior
$175k - $215k
WizeHire, Inc in Seattle is seeking a Senior Family Law Attorney who believes in a better approach to family resolution. In this role, you’ll lead consultations, shape case strategies, and mentor attorneys, ensuring quality service for clients. The compensation package...Senior$130k - $300k
A leading wealth management firm in Seattle is looking for a Personal CFO to manage client relationships and implement wealth management plans... ...experience in financial planning, a four-year degree, and the CFP® designation. The role emphasizes client satisfaction and high...SeniorWork at office- ...advice to high-net-worth families and they love what... ...in a row! They are an advisor-built firm with incredibly... ...an entrepreneurial Senior Wealth Advisor to join their... ...Financial Advisor or Team who leads with planning and has... ...the $1M-$5M range. A CFP is preferred. As an...SeniorWork at office
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...high-net‑worth individuals and families to develop personalized... ...Pointe leverage an industry‑leading strategic platform of one of... ...planning experience preferred. CFP, CFA, or other professional...Senior
- Beacon Pointe is seeking experienced Senior Wealth Advisors in Seattle to provide comprehensive wealth management advice and build long-term relationships... ...and a degree in finance or related fields. Candidates with CFP or CFA designations are preferred. The position focuses on...Senior
- A leading multi-family office in Seattle seeks an experienced advisor specializing in ultra-high-net-worth (UHNW) clients. The role involves serving as the project manager for client relationships and preparing detailed client materials. Candidates must have over 5 years...Work at office
- Join a dynamic and fast-growing Registered Investment Advisor as a Family Advisor, where you will play a pivotal role in helping clients achieve... ...the opportunity to engage deeply with clients, manage their wealth planning needs, and collaborate with a dedicated team. You...
$88k - $150k
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering... ...experienced Family Advisor to join our... ...over the long term. Leads the internal... ...Collaborates closely with the Senior Family Advisor and... ...Holds a CFP®, CFA®, CIMA®, or other...Full timeTemporary workWork at officeLocal areaMonday to Friday$120k - $175k
NW Recruiting Partners is seeking an experienced Superintendent for multi-family construction in Seattle, WA. You will oversee construction operations, ensuring safety, scheduling, and quality. The ideal candidate has at least 8 years in ground up construction, strong...Senior- Catholic Community Services is looking for a Leave & Accommodation Senior Specialist to lead the administration of FMLA, WA Paid Family & Medical Leave, and ADA accommodations. In this critical role, you will support over 800 employees, ensuring compliance with complex...Senior
- A family-owned maritime company in Seattle is seeking a Chief Mate. This role involves overseeing the deck department and assisting with the safe operation of the vessel. Candidates must hold an Unlimited Chief Mate Oceans license and have at least five years of sailing...Senior
$124k - $280k
.... Growing as a strategic advisor, you leverage your influence,... ..., and experiences you need to lead and deliver value at this level... ...products and implementations. As a Senior Manager, you lead large... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1b$126.4k - $149.5k
Position Overview A Senior Lead directs multiple projects with minimal oversight and leads programs or core company functions while standardizing... ...years of service), a retirement plan with company match, Paid Family & Medical Leave and an Employee Assistance Program. We offer a...SeniorFull timeWork at officeRemote workFlexible hours3 days per week- A private wealth management firm based in Bellevue is seeking a knowledgeable Family Advisor to collaborate closely with ultra-high net worth clients. The ideal candidate will manage client relationships, implement comprehensive financial plans, and facilitate seamless...Full time
- Title: Senior Contract Administrator Location: Location: Bellevue, Washington, United States Job Type: Full-time Description: TITLE:... ...incentive payments • Comprehensive Medical and Wellness Benefits for family or individual • Vision • Dental • Life • Life and Disability...SeniorPermanent employmentFull timeContract workTemporary workFor contractorsLocal areaRelocationRelocation packageFlexible hours
- ...Senior Market Leader, External Wholesaler, Seattle page... ...individuals, families, and institutions by remaining... ...sophisticated clients using leading technology and... ...professional financial advisors and appropriate centers... ...5 required* MBA, CIMA, CFP or CFA certification preferred...SeniorFlexible hours
$150.5k - $301k
...Senior Pharmacy Benefits Actuarial Or Financial Consultant We are seeking a talented... ...issues related to pharmacy trends. You will lead consulting engagements with large... ...age background, disability, ethnic origin, family duties, gender orientation or expression,...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- Blue Origin LLC is seeking a Principal Technical Lead Engineer for Rocket Engine Avionics & Control Systems in Seattle. In this pivotal... ...ensuring rigorous safety and performance standards. With a wealth of experience in avionics and control systems, you will lead a multi...Senior
$105.79k - $141.05k
...of AI‑ready connectivity, join us today. The Role As a Senior Lead Project Controls Specialist, you will be responsible for leading... ..., gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively...SeniorFull timeTemporary workWork at officeRemote work- The Well is seeking an experienced Wealth Manager (CFP) to lead advisory services in Seattle, WA. The role focuses on developing high-trust client relationships, delivering financial planning, and contributing to the firm's growth through business development. The ideal...Senior
- ...community organization in Seattle is looking for a Youth Program Supervisor to manage the day-to-day operations of youth development and family programs. This role includes supervising staff, implementing activities, and ensuring a safe environment for participants. Ideal...Local area
- A leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional service...Senior
$96.1k - $128.6k
...Opportunity PAE/LUMA is looking for an industry-leading Sr. Lead Lighting Designer to lead design... ...winning lighting studio in Seattle. As a senior‑most leader, you will be a primary driver... ...day Paid time off for sick leave, family leave, community service, holidays and...SeniorWork at office$94k - $175k
...services institution in Seattle is seeking a Senior Fiduciary Strategist responsible for... ...high-net-worth clients. This role includes leading fiduciary advice delivery, analyzing... ...documents, and collaborating with external advisors. Candidates should have over 10 years of...Senior- A leading real estate services company is seeking a Senior Manager, Demand Generation, to drive marketing initiatives and optimize revenue growth. The ideal candidate will have 6-8 years of experience in demand generation, strong analytics capabilities, and proven success...Senior
- An established industry player is seeking a Senior Wealth Advisor to join their Seattle office. This role offers a unique opportunity to lead with planning and work with high-net-worth clients, providing them with tailored financial advice. The firm prides itself on its...SeniorWork at office
$130k - $240.88k
A growing law firm is seeking a hybrid Family Law Senior Attorney for their Bellevue office. The ideal candidate will have over four years of experience in family law, strong communication skills, and the ability to manage multiple responsibilities in a fast-paced environment...SeniorRemote jobWork at officeRelocation package
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