Senior Vice President, Wealth & Estate Planning
JPMorgan Chase & Co.
A leading financial services firm in Seattle is seeking a Vice President, Wealth Planner. The candidate must have a deep understanding of tax and estate laws to communicate effectively with clients and advisors. Responsibilities include developing content on wealth management topics, providing customized advice, and partnering with field leadership for strategy execution. An ideal applicant will have a college degree and professional certifications like CFP or CPA, strong communication skills, and the ability to work in a team-oriented environment. #J-18808-Ljbffr JPMorgan Chase & Co.
- Vice President, Family Engagement & Governance — JPMorgan Wealth Management (JPMWM) Location: Preferred locations include... ...transactional activity, wealth advice and estate planning, and lending and liquidity... ...Financial Advisors and senior team members. * Guide the...SuggestedFull timeWork at office
- ...Vice President, Wealth Planner Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work...SuggestedWork at officeLocal area
$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- A leading financial services firm in Washington is seeking a professional to develop and implement complex tax, estate, and financial plans for clients. You will collaborate with various resources, manage existing relationships, and develop new client connections through...Senior
- * Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with... ...make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under...Senior
- ...Senior Vice President of Advanced Advertising About the Company Innovative technology company specializing in virtual television channel... ...the advanced advertising P&L, business strategy, and growth plans, with a direct impact on the company's strategy, growth, and...Senior
- ...Senior Vice President, Advertising & Sponsorship Sales About the Company Innovative provider of technology solutions for venues Industry... ...programmatic buying, audience measurement, and media planning. They must also possess the executive presence and communication...Senior
- ...Senior Vice President, Americas and EMEA Sales About the Company Innovative provider of high-quality services at affordable prices Industry... ..., and take ownership of outbound marketing and commercial planning. Applicants must have a minimum of 15 years' progressive...SeniorShift work
- ...Senior Vice President, Medicare About the Company Ambitious healthcare management organization Industry Hospital & Health Care... ...significant revenue stream, with duties encompassing market planning, regulatory management, sales and retention programs, and the...Senior
- ...Senior Vice President of Field Sales About the Company Fast-growing company in the functional beverage industry Industry Food & Beverages... .... The SVP will work closely with the Chief Sales Officer to plan sales objectives, drive top-line revenue, and ensure the...Senior
$180.22k - $286.83k
...SVP, Media Strategy And Planning The SVP, Media Strategy and Planning position leads the media strategy and planning function for a... ...experience to clients current and prospective customers Serves as a senior lead on client's business and oversees the media strategy and...SeniorTemporary workFreelanceWork at officeLocal areaFlexible hours- ...Senior Vice President, Workers' Compensation & Motor Vehicle Accidents About the Company Prominent healthcare services company Industry... ...SVP will also be tasked with leading long-term capacity planning, driving process standardization and optimization, and championing...Senior
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager... ...for early-career advisors or financial planning professionals who are ambitious and... ...successful candidates will work alongside senior advisors and subject matter experts,...
$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- 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
- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance... ...for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years of experience...Senior
$130k - $300k
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...SeniorFull time- TwinThread is seeking a Vice President, Wealth Planner in Bellevue, Washington, to provide comprehensive wealth planning advice and expertise in tax and trust laws. This role involves developing content on wealth management topics and advising clients, ensuring that all...
- Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...RIAs in the country. We bring together holistic financial planning, access to institutional quality investments, life and legacy...Senior
- ...specializes in providing sophisticated financial planning and investment advice to high-net-worth... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their newly opened... ...A dedicated support ecosystem including estate strategy, investment management, client...SeniorWork at office
$70k - $90k
...Senior Associate, Tax Job Category: Professional Services Requisition... ...Pathstone is a growing wealth management firm serving ultra-... ...advisory, as well as integrated planning and coordination across key areas... ...guidance, wealth and estate planning support, philanthropic...SeniorFull timeInternshipWork at officeFlexible hours- Wealth Management Professional Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious... ...and leverage understanding of organizational documents, estate planning, and tax concepts. Introduce new and existing clients to the...SeniorWork at office
$104k - $222k
...Senior Vice President, Private Banking We're seeking a future team member for the role of Senior... ...President, Private Banking to join our Wealth Management team. This role is located in... ...Independently develop and implement the strategic plan for managing and growing client banking...SeniorTemporary workWork experience placementLocal area$116k - $216k
...offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position... ...discretionary latitude for advising, planning and executing investment strategies. Evaluates... ...Works with each market's District President and Sales Manager to ensure that the investment...SeniorWork at officeFlexible hours$100k - $120k
Senior Wealth Management Associate We’re adding a Senior Wealth Management Associate to a fast‑growing team in Bellevue. As a Sr. Wealth... ...emails, and manage post‑meeting action items Utilize financial planning tools to analyze and assist in making recommendations...SeniorTemporary workWork at officeRemote work$130k - $300k
...impact. We lead the industry in aligning wealth, passion, and purpose to help our clients... ...and manages the wealth management plan that supports their passions and purpose... ...Management, Cash Flow Planning, Multigenerational Estate Planning, Tax Planning, Risk Management,...SeniorFull timeSummer workWork at officeLocal areaFlexible hours- Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Analyst... ...management businesses provide financial planning, investment management, banking and... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning and...SeniorWork at office
$95k - $140k
...Washington is seeking an Advisor to manage day-to-day responsibilities for client service teams. The role demands 4+ years of financial planning experience and a CFP®, CPA, CFA, or JD designation. You will be responsible for client communications, preparing deliverables, and...Senior- ...Vice President, Corporate Development About the Company Accomplished provider... ...collaboration with the CEO and other senior stakeholders. The role demands a... ...services M&A environments, bringing a wealth of experience in strategic planning, analytical thinking, and a proven...
$94k - $175k
...client advisory services to high-net-worth clients. In this full-time role, you will deliver fiduciary advice, facilitate estate and tax planning, and collaborate with external advisors. The ideal candidate has a minimum of 10 years of client advisory experience, strong...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Vice President, Wealth & Estate Planning. Be the first to apply!
- vice president staffing Seattle, WA
- vice president research and development Seattle, WA
- vp customer experience Seattle, WA
- vice president nursing Seattle, WA
- vp customer success Seattle, WA
- vice president strategic initiatives Seattle, WA
- vp internal audit Seattle, WA
- vice president of application development Seattle, WA
- vice president shared services Seattle, WA
- vp support Seattle, WA

