Affluent Wealth Advisor - Private Banking & Advisory
U.S. 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 client engagements. Applicants should have a Bachelor's degree and at least five years of relevant experience, along with series licenses. Benefits include comprehensive healthcare, retirement plans, and paid time off. #J-18808-Ljbffr U.S. Bank
$148.5k - $174.7k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers... .... Job Description U.S. Bank Private Wealth Management (PWM) helps clients... ...capabilities in business‑sale advisory and pre‑transaction planning. The Private Wealth Advisor (PWA) is responsible for...PrivateTemporary workWork experience placementLocal area3 days per week- ...Associate Vice President and Wealth Advisor About the Company... ...Investment Management Type Privately Held About the Role The... ...sophisticated, client-first advisory platform. The successful candidates... ...financial planning, private banking, or related fields, with a...Private
- ...Vice President (AVP), Banking Channel operates... ...-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW... ...leadership. Client Advisory & Relationship... ...attorneys, business advisors). Maintain disciplined... ...in affluent/private wealth management or...PrivateFull timeTemporary workPart timeWork experience placementFlexible hours
$20.82 per hour
...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE)... ...customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...PrivateWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work$117.73k - $138.5k
...Wealth Management Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ...Wealth Management Banker in the affluent segment is responsible for the overall... ...of experience in Wealth Management private banking - Series 6-63 or Series 7-6...PrivateTemporary workWork experience placement$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting... ...offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and...Work at officeLocal area$25 - $38.46 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key... ...in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank,...PrivateHourly payWork experience placementImmediate startFlexible hoursDay shift- A prominent legal recruiting firm seeks a Private Equity Debt Finance Associate in Washington. The ideal candidate will have 5-8+ years... ...for hands-on training and is part of a recognized banking and finance practice. Confidential inquiries welcome. #J-18808-...Private
- BCG Attorney Search is looking for a Banking and Finance Associate in Seattle, WA, with three to six years of experience. This role involves... ...lenders and borrowers in various debt financings, such as private credit transactions and syndicated credit facilities. The ideal...Private
$24 - $25.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...mortgage, treasury management, deposits, wealth management investment products, international...Private$80.28k
...Join JPMorgan Chase Bank, N.A. as a Private Client Advisor in Seattle, WA. In this role, you'll offer comprehensive financial planning and advice to individuals and families while building your client base and delivering tailored investment solutions. We seek candidates...Private- Job Overview A law firm seeks a Banking and Finance Associate with three to six years of experience to join their practice in Seattle,... ...representing lenders and borrowers in various debt financings, including private credit transactions and syndicated credit facilities. Duties...PrivateTemporary workFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I in Bellevue, WA. This entry-level role involves obtaining industry licenses and providing comprehensive financial advice to clients. You will receive world-class training and personalized coaching as you...
$100k - $275k
About Bank of America At Bank of America, we are guided... ...to the full array of Private Bank and the bank's... ...preferences, and overall wealth strategy, being responsive... ...as their trusted advisor, providing integrated recommendations... ...Client Solutions Advisory Prospecting Wealth...PrivateWork at officeShift workDay shift- ...Jobtailor in Bellevue, WA is seeking a finance-advisory professional to guide clients in short and long-term financial planning. You will recommend banking and investment strategies while triaging requests and referring clients to suitable service providers. The role...Temporary work
- JPMorgan Chase & Co. is looking for a Private Client Banker in Seattle, WA to manage banking relationships for affluent clients. Your role will involve a proactive approach to acquiring new clients and providing tailored financial advice. The ideal candidate will have over...
$135.6k - $275k
...relationships, managing discretionary portfolios and providing advisory services. Job Summary Works with complex High Net Worth... ...at a prestigious financial services firm, preferably in wealth management, private banking or trust. Extensive knowledge of fiduciary and financial...PrivateDay shift$100k - $125k
...About Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent... ...take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to...PrivateBank staff- A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves... ...skills. This position offers a hybrid work model, combining in-office and flexible working days. #J-18808-Ljbffr U.S. BankPrivateWork at officeFlexible hours
$70k - $80k
...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...potential product services recommended Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications...Temporary workShift workDay shift$28.85 - $33.65 per hour
...At Bank of America, we are guided by a common purpose to help make financial lives better... .... Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining... ...industry or sales experience Skills Advisory Account Management Client Experience Branding...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Job Description At Bank of America, we are guided by a common purpose to help make financial... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...Experience Branding Client Solutions Advisory Investment Management Pipeline Management...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$65k - $75k
...brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money‑management solutions. Recommends banking and... ...licenses. Skills Client experience and branding. Client solutions, advisory, and investment management. Pipeline management, referral...Temporary workShift workDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA... ...working in a financial center, delivering Bank of America’s core banking, investment solutions... ...industry or sales experience. Skills Advisory Account Management Client Experience...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Private Client Banker You have a passion for taking care of our... ...Private Client Banker in Branch Banking, you are the main point of... ...for a select group of Chase's affluent clients as well as other... ...Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
$70k - $80k
...Job Overview At Bank of America, we are committed to helping clients achieve their financial goals through comprehensive advice and... ...CRPC). Obtained insurance licenses. Key Skills Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications...Temporary workShift workDay shift- U.S. Bank is seeking a Private Wealth Advisor to identify and deepen relationships with High and Ultra High Net Worth clients in Seattle. The role involves significant responsibilities in wealth management, requiring a blend of client-focused relationship management skills...PrivateWork from home
$80k - $90k
...Job Description: Merrill Wealth Management is a leading provider... ...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...personal relationship with their advisory team committed to their needs... ...of Merrill coupled with the banking convenience of Bank of...Interim roleWork at officeLocal areaImmediate startShift workDay shift$28.85 - $33.65 per hour
...Overview Merrill Wealth Management, part of Bank of America, offers comprehensive wealth management and... ...individuals, companies, and institutions. Advisors and client associates help clients... ...a personal relationship with the advisory team. Responsibilities Prepare for and...Hourly payTraineeship- Loan Officer - Private Lending job at SLA Capital. Seattle, WA. Are you a Private Lending Loan Officer with a track record of building... ...conferences Qualifications Bachelor's degree in business, finance, banking, real estate, or a related field Provide excellent...PrivateWork at officeLocal area
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