Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisory Associate

JPMorgan Chase & Co.

JPMorgan Chase & Co. is seeking a Client Associate for the J.P. Morgan Advisors unit in Seattle. The role supports Financial Advisors and clients, handling onboarding, relationship-building, and service across a broad suite of wealth-management products. You will maintain client relationships, provide timely investment quotes, and collaborate with advisors to deliver tailored solutions while upholding regulatory and firm policies. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisory Associate in Seattle, WA vacancy
  • The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities...  ...are our number one priority. With a wealth of learning and career development...  ...Advisory.KPMG is currently seeking a Senior Associate, Infrastructure Project Advisory (... 
    Senior
    Contract work
    H1b
    Local area

    KPMG

    Seattle, WA
    4 days ago
  • Avier Wealth Advisors in Bellevue, WA seeks a Senior Associate Advisor to join a three-person client advisory team. You will be a primary contact for clients, coordinate with the Lead Advisor and Client Service Associate, and ensure all aspects of a client’s financial life... 
    Senior
    Remote job

    Avier Wealth Advisors

    Bellevue, WA
    1 day ago
  • $81k - $85k

     ...Senior Associate, Client Advisory Bellevue, WA Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life... 
    Senior
    Work at office
    Flexible hours

    Pathstone

    Bellevue, WA
    3 days ago
  • $90.16k - $202.75k

     ...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities...  ...are our number one priority. With a wealth of learning and career development...  .... KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice.... 
    Senior
    Full time
    H1b
    Local area

    KPMG

    Seattle, WA
    11 days ago
  • AlTi Tiedemann Global in Seattle seeks an Associate Advisor to join the Client Advisory team. This full-time role delivers wealth management services under supervision, supports client presentations and data analyses to help clients reach financial goals. You will work... 
    Suggested
    Full time

    AlTi Tiedemann Global

    Seattle, WA
    2 days ago
  • $95.86k - $208.27k

     ...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities...  ...are our number one priority. With a wealth of learning and career development...  .... KPMG is currently seeking a Senior Associate, Saviynt Identity Governance Engineer to... 
    Senior
    Full time
    H1b
    Local area

    KPMG

    Seattle, WA
    4 days ago
  • $95.86k - $208.27k

    The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities...  ...are our number one priority. With a wealth of learning and career development...  ...Advisory.KPMG is currently seeking a Senior Associate, SAP Business Process Controls &... 
    Senior
    H1b
    Local area

    KPMG

    Seattle, WA
    2 days ago
  • $94.43k - $202.75k

    The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities...  ...are our number one priority. With a wealth of learning and career development...  ...Advisory.KPMG is currently seeking a Sr. Associate, ServiceNow to join our Consulting practice... 
    Senior
    H1b
    Local area

    KPMG

    Seattle, WA
    3 days ago
  • $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 - Senior role at EY . Location: Anywhere in Country At EY, we’re all in to shape your future with confidence... 
    Senior
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Seattle, WA
    1 day ago
  • $81.13k - $164.57k

     ...future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to corporations and partnerships for a variety of clients from Fortune... 
    Senior
    Full time
    Local area

    KPMG

    Seattle, WA
    more than 2 months ago
  • $70k - $110k

     ...Our client is a highly reputable private wealth management practice providing...  ...seeking an experienced Wealth Management Associate to support daily investment operations,...  ...wire/ACH requests Monitor alerts, funding, advisory activities, and document compliance needs... 
    Private practice

    Claire Myers Consulting

    Seattle, WA
    22 hours ago
  • $118.28k - $212.87k

     ...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities...  ...are our number one priority. With a wealth of learning and career development...  .... KPMG is currently seeking a Senior Associate in Technology for our Consulting practice... 
    Senior
    H1b
    Local area

    KPMG

    Seattle, WA
    2 days ago
  • $73.72k - $164.57k

     ...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities...  ...with state and local tax issues, including compliance, advisory services, planning, technology, and controversiesReview information... 
    Senior
    Local area

    KPMG

    Seattle, WA
    22 hours ago
  • $88.92k - $134.86k

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage...  ...review via our applicant tracking system.Job Description:The Senior Associate, CX Enablement plays a pivotal role in supporting and... 
    Senior
    Full time
    Work at office
    Local area
    Worldwide

    Baker Tilly

    Seattle, WA
    2 days ago
  • $90.4k - $168.2k

     ...place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important...  ...future as we are, join our team.KPMG is currently seeking a Senior Associate, Cyber Operations to join our Enterprise Security Services organization... 
    Senior
    H1b
    Local area

    KPMG

    Seattle, WA
    1 day ago
  • $110.4k - $140.76k

    As an Anaplan Sr. Associate, you’ll perform advisory and implementation services to address business needs throughout client organizations for the Transformation Practice - all with the resources, environment, and support to help you excel. From day one, you’ll be empowered... 
    Senior
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Bellevue, WA
    22 hours ago
  • A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating...  ...through wealth management processes. Requires 5+ years of advisory experience, strong financial acumen, and relevant licenses... 
    Senior
    Work at office

    Next Level Recruiting, LLC

    Seattle, WA
    1 day ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Bellevue, WA to lead fiduciary wealth advisory services within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team of advisors to create... 
    Senior

    Charles Schwab

    Bellevue, WA
    4 days ago
  • PwC in Seattle seeks a Senior Associate in Customs and Trade Tax to lead technology-enabled transfer pricing advisory projects and guide client engagements. You will mentor colleagues, apply digitization to improve efficiency, and deliver high-quality analyses within a... 
    Senior

    PwC

    Seattle, WA
    2 days ago
  •  ...leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain...  ...sick leave and a minimum of 15-days vacation annually.  Certain senior-level roles are eligible for unlimited time off.  Employees will... 
    Senior
    Full time
    Temporary work
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    Colliers International

    Seattle, WA
    1 day ago
  • $82k - $135.2k

    A global leader in professional services is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth clients and lead complex wealth planning projects. The ideal candidate will have a Bachelor's degree, at least 3 years of relevant... 
    Senior

    EY

    Seattle, WA
    1 day ago
  •  ...Job Title: Senior Assurance Manager - Seattle, WA "Ready to move beyond busy season?" A high-growth, entrepreneurial leadership and financial advisory firm is expanding its Seattle team and seeking experienced accounting and finance professionals ready to accelerate their... 
    Senior
    Immediate start

    Goodwin Recruiting

    Bellevue, WA
    1 day ago
  • $75.8k

     ...client's goals, offering reliable support through change, growth, and opportunity. What You Will Do: Provide tax compliance and advisory services to individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of... 
    Senior
    Hourly pay
    Work at office
    Local area
    Worldwide
    Flexible hours
    Night shift

    Forvis Mazars, LLP

    Seattle, WA
    1 day ago
  •  ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor...  ...investment strategy, tax and estate planning, philanthropic advisory, and family governance — to provide a true family office... 
    Senior
    Work at office

    International Search Consultants

    Seattle, WA
    2 days ago
  • $85.03k - $172.62k

     ...culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a BTS Senior Associate, Tax Accounting Methods to join our Accounting Methods and Credit Services practice. Responsibilities: Assist with... 
    Senior
    Full time
    Local area

    KPMG

    Seattle, WA
    13 days ago
  •  ...culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax consulting and compliance services to... 
    Senior
    Full time
    Local area
    Visa sponsorship

    KPMG

    Seattle, WA
    a month ago
  • $84k - $96k

     ...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work...  ...client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Bellevue, WA
    10 hours ago
  • $84k - $96k

     ...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role...  ...client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and... 
    Work at office
    Remote work
    2 days per week

    SCS Financial

    Bellevue, WA
    1 day ago
  • A leading financial advisory firm in Bellevue, Washington is seeking an Associate Wealth Manager to enhance client relationships and support senior advisors. This role requires a Bachelor's degree and 3+ years in wealth management. The candidate will develop financial plans... 

    Judson Group

    Bellevue, WA
    1 day ago
  • $145.9k - $197.4k

    Sr. Associate,Alternative Assets! About the role The Alternative Assets Senior Associate will assist in leading investments including the sourcing, modeling, evaluation...  ...("SIM") is a SEC-registered investment advisory firm with approximately $93.8 billion in assets... 
    Senior
    Work at office
    Immediate start
    Remote work
    Work from home
    Shift work

    Symetra

    Bellevue, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisory Associate. Be the first to apply!