Senior Estate Planning & Wealth Strategy Advisor
Keybank, National Association
KeyCorp is seeking an Estate Planning Advisor in Seattle to deliver comprehensive estate planning solutions for high-net-worth individuals and families. You will develop trust structures, optimize taxes, and coordinate with Key Private Bank teams to craft tailored plans that preserve legacies while minimizing tax exposure. In this role you will work with attorneys, accountants, and financial advisors, staying updated on estate laws and fiduciary requirements. #J-18808-Ljbffr KeyCorp
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$177k - $300k
...serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high-... ...-high net worth clients' trust, estate/wealth transfer, and financial... ...information, and developing planning strategies while focusing on the bank's...SuggestedFull timeWork experience placementLocal areaWork from homeShift workDay shift$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...SeniorRemote job- Senior Wealth Advisor - Multi-Family Office A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth... ...here collaborate across disciplines — investment strategy, tax and estate planning, philanthropic advisory, and family governance — to provide...SeniorWork at office
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...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify... ...advise clients holistically on wealth and estate planning, investments, banking, credit,... ...profiling clients and formulating customized strategies to address their needs. Holistic...Temporary workWork experience placement3 days per week$140k - $200k
...Description Job Description Job Title: Senior Wealth Advisor Job Description The Senior... ...’s financial life, leads key planning conversations, coordinates... ...planning areas, including investment strategy, retirement planning, estate planning, cash-flow and liquidity...SeniorPermanent employmentWork at officeMonday to Friday- BizFirst is assisting MARAD a Senior Contractor Program Manager / CFO Strategic Advisor. The role is hybrid at MARAD HQ in Washington, DC, with 2-3 onsite days weekly and peak-period onsite needs. The contractor will lead the finance program, including reporting, budget...SeniorFor contractors
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$95k - $120k
Metropolis in Seattle is seeking a Senior Financial Analyst to be a key driver of our corporate finance function. You will lead forecasting... ...and build models to support capital allocation and long-range planning. You will translate complex data into executive narratives,...Senior$81k - $155k
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