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.
- 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 (...SeniorContract workH1bLocal area
$75k - $105k
...assignment you will continue to be an active service member and shall not be an employee of UBS About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused...SeniorFull timeTraineeshipWork experience placementFlexible hours- ...status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution... ...profile, and long-term outcomes.Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders,...SeniorFull timeWork at office
$90.63k - $184.92k
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 in Financial Due Diligence for our Deal...SeniorH1bLocal area- ...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 100 to emerging businesses Participate with accounting...Senior
$70k - $110k
Our client is a highly reputable private wealth management practice providing... ...seeking an experienced Wealth Management Associate to support daily investment operations,... .../ACH requests Monitor alerts, funding, advisory activities, and document compliance needs...Private practice- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored financial... ..., WA, mentoring colleagues, and partnering with senior advisors to deliver comprehensive investment advice using...Senior
$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...SeniorH1bLocal areaShift work$98k - $112k
...Assurance Senior Associate Location: Seattle, WA Work Arrangement: In-office A typical day in the life of an Assurance Senior Associate... ...education assistance, and a referral program. Eide Bailly Advisory LLC is proud to be an affirmative action/equal opportunity...SeniorWork at officeLocal areaVisa sponsorship$75.8k
...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...SeniorHourly payWork at officeFlexible hoursNight shift- 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
- 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...SeniorWork at office
$180k - $210k
...evolving needs of our customers. Summary We are looking for a Senior Associate, Scheduling (Global) who owns the schedule dimension of... ...additional benefits including access to a world‑class medical advisory team, a mental health app that includes coaching, therapy and...SeniorTemporary workFor contractorsWork experience placementFlexible hours$84k - $202k
...Opportunity As a Sustainability Capital Projects and Infrastructure Senior Associate Intern, you will engage with clients to guide them towards... ...competitive advantage in today's dynamic market. Within our Advisory practice, you will leverage your skills to analyze complex...SeniorSummer workInternshipH1b$70k - $150k
Kroll’s Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world’s leading alternative asset managers. Operating on a truly global scale, we specialize...SeniorTemporary workWork at office$77k - $202k
...successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to... ..., Finance Minimum Years of Experience: 3 year(s) with advisory client facing Oracle EPM Consulting experience.Preferred...SeniorH1b$100k - $170k
Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS) About Alvarez & Marsal Alvarez & Marsal (A&M) is a... ...years of consulting or industry operating experience Previous advisory experience from a top‑tier strategy firm, leading specialist,...SeniorFull timePart timeInterim roleFlexible hours$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 officeLocal areaRemote work2 days per week$179k - $262k
...Baker Tilly US in Seattle is looking for an experienced professional to join their transaction advisory services group. The role involves data gathering, due diligence for transactions, and ensuring exceptional client service. Strong communication and organizational skills...Senior- ...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...SeniorFull timeTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
- ...Job Description Job Description Associate Advisor Greater Seattle Area... ...specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals... .... Working alongside Advisors and Senior Advisors, this individual will play...For contractorsWork at office
$100k - $150k
...THE ASSOCIATE ROLE The Associate is the operational lead on LAS engagements and a genuine thought partner in the advisory process. Associates transform leadership data into business-relevant... ...that exposure typically comes at the Senior Associate level and beyond....Full timeTemporary workApprenticeshipCasual workWork at officeLocal areaImmediate startFlexible hoursShift work2 days per week3 days per week$24k
A leading financial services firm is looking for a Wealth Management Associate in Bellevue, WA. The role involves cultivating client networks, educating clients on financial solutions, and analyzing client data. Applicants should possess a Bachelor's degree and relevant...Flexible hours$72.3k - $150k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to... ...nation, has an incredible career opportunity for a Senior Tax Associate to join our growing Private Wealth International practice! Our Private Wealth International...SeniorFull timePrivate practiceLocal areaWorldwide- CrossCountry Consulting is seeking a Senior Consultant in Accounting Advisory to partner with multinational clients and fast-growing pre-IPO companies. You will bring hands-on experience in financial reporting, operational accounting, and applying new accounting standards...Senior
$76k - $162.15k
...our 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 State and Local Tax (SALT) practice. Responsibilities:Participate in multi-state alternative investment firms (...SeniorLocal area- Barnum Financial Group is seeking a Business Development Associate to leverage people skills and drive to guide clients in protecting and building wealth. The role emphasizes strong client service, high bonus potential, and collaboration with Advisors in a fast-paced team...
- CMC Recruiting is assisting a growth-oriented wealth management firm in Seattle in hiring a Private Wealth Management Associate. The role focuses on client service, financial planning support, and building lasting client relationships in a collaborative team environment...
$70k - $110k
A reputable financial services firm in downtown Seattle is seeking an experienced Wealth Management Associate. The ideal candidate will support daily investment operations, enhance client experiences, and collaborate with Advisors. Responsibilities include managing client...- Modern Wealth Management seeks accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors work with high-value clients and help generate new relationships, with a portable book of at least $45M valued for accelerated transition...Senior
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