Senior Client Advisor - Private Wealth
JPMorganChase
Chase, a leading financial services firm, seeks a Client Associate to deliver dedicated support to Financial Advisors and clients. You will establish and maintain strong client relationships, manage onboarding, and ensure compliance across activities touching prospective or existing clients. You will interact with Financial Advisors, handling investment quotes, account maintenance, and daily administrative tasks while upholding regulatory and firm policies. #J-18808-Ljbffr JPMorganChase
- Citi in Rockville, Maryland, seeks a Wealth Relationship Manager to serve affluent clients with holistic financial planning and proactive discovery. You will deepen relationships, coordinate with product specialists, and engage clients through seminars and regular meetings...SeniorPrivate
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...Net Worth and Ultra High Net Worth clients. This leader will partner closely... ...with relationship managers, financial advisors, trust officers, and other specialists...SeniorPrivateFull timeWork experience placementWork at office
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...consulting services to individual clients and their trusts, estates,... ...with Deloitte’s growing Private Wealth practice! Recruiting for this... ...027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice... ...:Chartered Financial Advisor (CFA)Certified Financial Planner...SeniorPrivatePrivate practiceWork at officeLocal area$142.7k - $214.03k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...career opportunity for a Tax Senior Manager, Private Wealth to join our growing High Net Worth Seattle... ...You like being your client’s personal advisor and collaborating with their other...SeniorPrivateFull timePrivate practiceLocal areaWorldwide- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking... ...for an Advisor with an established client base to transition into a high-caliber... ...years of experience as a Wealth Advisor, Private Banker, or in a related advisory role....SeniorPrivateWork at office
$140k - $180k
...have experience working with financial advisors and wealth management clients on banking solutions to meet their... ...their needs? We're looking for a Senior Wealth Management Banker to: build... ...based lending, mortgage banking and private banking products, and a willingness...SeniorPrivateFull timeFlexible hours$82k - $135.2k
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax - Business Tax Services - Private Tax - Wealth Tax Advisory... ...advisory, to some of the most influential clients. As we continue to expand, we are looking for a Senior...SeniorPrivateWork experience placementSummer holidayFlexible hours$171.6k - $338.3k
...Transactions team helps guide clients through their most critical moments... ...strategic buyers and private equity investors And succeeding... ...trusted partner and apply to this Senior Manager role today!... ...customers. Our clients include asset, wealth, and investment advisers and administrators...SeniorPrivateLocal areaVisa sponsorship- ...serviced enterprises across the public and private sectors, and the Department of Defense.... ...organization.Job DescriptionWe are looking for Senior Software Development Manager to lead... ...digital businesses have an incredible wealth of data on customer behavior across dozens...SeniorPrivate
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Seattle. You will deliver comprehensive financial planning and tailored investment solutions to individuals and families, building lasting client relationships and guiding clients...
- Citi is seeking a seasoned Sr. Analyst for Wealth Relationship Management (Branch) in Washington, DC area. The role centers on deepening relationships with affluent clients, delivering holistic financial planning, and coordinating with specialists to meet complex needs....
- ...design sophisticated plans for high-net-worth clients and entities. You will advise families, private foundations, and fiduciaries, coordinating with advisors across jurisdictions. The role focuses on complex planning, wealth transfer strategies, and multi‑jurisdiction...SeniorPrivate
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is... ...Planning and Advice team, you will partner with advisors and clients to deliver holistic, goals‑based planning...PrivateWork at office
- ...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major... ...fastest growing in the US - one where you will be the "go to" Private Wealth Tax expert?Are you inspired to lead a practice, lead people...PrivateFull timePrivate practiceLocal areaWorldwide
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...Growth and delivering for our clients, teammates, communities and... ...access to the full array of Private Bank and the bank's capabilities... ..., preferences, and overall wealth strategy, being responsive to... ...and prospects as their trusted advisor, providing integrated...PrivateWork at officeShift workDay shift- ...Private Client Advisor II Seattle, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge (... ...depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business...PrivateWork at officeFlexible hoursShift workDay shift
$77k - $214k
...SummaryA career within PwC Private will provide the... ...transition. Our team helps our clients design and implement... ...on key issues like wealth management, compliance,... ...and in the future.As a Senior Associate, you'll work... ...to lead the way as tax advisors dedicated to innovation...SeniorPrivateFull timeH1b$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... .... Our team helps our clients design and implement... ...on key issues like wealth management, compliance,... ...and in the future.As a Senior Manager, you'll work as... ...to lead the way as tax advisors dedicated to innovation...SeniorPrivateFull timeH1b$116k - $216k
...Seattle WashingtonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice... ..., acting as the primary client advisor, developing and implementing... ...in-depth knowledge of financial wealth management services and products...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... ...mutual fund orders, fixed income trades and private investmentsProvide support across a...SeniorPrivateLocal area
$83.41k - $168.59k
...people are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate, Infrastructure Project Advisory... ...capital project types for both public and private clientsMaster's degree from an accredited...SeniorPrivateContract workH1bLocal area- ...Senior Vice President, Head of Compliance About the Company... ...Financial Services Type Privately Held, Private Equity-backed... ...compliance function, serve as a key advisor to the Chief Risk Officer,... ...SEC, investment adviser, and wealth management regulations, and a...SeniorPrivate
- ...Job Title Client Associate Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the... ...orders, fixed income trades and private investments Provide support across...SeniorPrivateLocal area
$270k - $410k
...Senior Associate Or Counsel Direct Counsel represents a prestigious AmLaw firm seeking... ...public company matters, M&A transactions, and private equity deals. Responsibilities: Advise public and private company clients on executive compensation and employee...SeniorPrivate- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning...
- ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...not limited to Fortune 100 companies, private equity portfolio companies, and family offices...SeniorPrivateFull timeLocal areaVisa sponsorship
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...Client Advisor Company: Bessemer Trust Job Details Posted: 01-Jun-26 Location: Seattle... ...: $125,000 - $175,000 Categories: Wealth Management Sector: Private Banks Salary Details: This range reflects... ...internally as a liaison between Senior Client Advisors and all other...PrivateFull timeWork at officeRemote work$26 - $29 per hour
...estate, entertainment and media, private equity and venture capital,... ...Overview Being the next generation Senior Relationship Banker at East... ...customers actively assessing clients' financial information to... ...treasury management, deposits, wealth management investment products...SeniorPrivate$128k - $252.5k
...Strategy & Transactions team helps guide clients through their most critical moments and transformational... ...complex transactions with corporate and private equity clients, this role offers the... ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M...SeniorPrivateLocal area- ...with the obligation to work onsite at a client location when required. Additionally, professionals... ...Managed Services.Responsibilities:As a Senior Manager, you will interact with clients... ..., SPACs/Reverse Mergers, and Debt/Equity private placementsUnderstand technical accounting...SeniorPrivateFull timeWork at officeRemote work
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