Asset & Wealth Management, Private Wealth Management, Wealth Management Professional | Senior A[...]
Goldman Sachs
Wealth Management Professional Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. Responsibilities Act as key relationship manager for ultra‑high net worth clients. Work closely with Private Wealth Advisors and teammates to service our clients. Oversee asset movements, portfolio implementations, and leverage your understanding of organizational documents, estate planning and tax concepts. Introduce new and existing clients to the firm’s offerings, including client reporting, digital capabilities and banking services. Identify opportunities for wealth advisory services for clients. Understand client suitability and risk tolerance. Help to identify and prevent fraudulent activities by leveraging your deep understanding of clients and their behaviors. Work with middle and back office colleagues to ensure an exceptional client experience. Execute, process and reconcile trading and other investment related transactions. Qualifications Bachelor’s Degree Required. 1‑3 years of preferred experience in client service and/or the financial industry. Ability to work in a fast‑paced environment and think clearly under pressure. Self‑motivated and able to work in an autonomous, yet collaborative environment. Strong verbal and written communication skills, as well as strong organizational and interpersonal skills. Commitment to excellence and a high level of integrity. Interest in the Financial Services Industry. SIE, Series 7 and 63 required (must be obtained within three months of employment). Location This role is in our Seattle office. Salary Range The expected base salary for this Seattle, Washington, United States‑based position is 60,000 - 125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end. Equal Opportunity Employer Goldman Sachs is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans’ status, disability, or any other characteristic protected by applicable law. #J-18808-Ljbffr Goldman Sachs
- ...career at the pinnacle of global wealth management. Goldman Sachs is looking... ...ambitious Wealth Management Professionals who possess a deep passion... ...technology, data and design. Private Wealth Management (PWM)... ...service our clients Oversee asset movements, portfolio implementations...SeniorPrivateAssetWork at office
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...alongside our practice office professionals who are knowledgeable and... ...facets of hedge fund, private equity fund and mutual fund... ...Your key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateAssetSummer holidayWork at officeLocal areaFlexible hours$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients... ..., data and design. Private Wealth Management (PWM) Goldman... ...beyond. Business Development Professionals (BDPs) will work alongside... ...spanning strategic and tactical asset allocation as well as...PrivateAssetFull timeTemporary workPart time$60k - $125k
A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...PrivateAsset- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private... ...achieving their goals and the asset allocation needed. This... ...track record of partnering with professional advisors (such as CPAs or T&...PrivateAssetWork at office
$75k - $160k
...relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full... ..., skills and experience Record of academic and professional achievement Four plus years of private wealth management...PrivateAssetFull timeTemporary workPart time- ...delivering customized wealth management and investment... ...alongside Advisors and Senior Advisors, this individual... ...ambitious wealth management professional seeking direct client... ...research on markets, asset classes, and... ...within wealth management, private wealth, family office...PrivateAssetFor contractorsWork at office
- ...prepare for the next level Build your professional network and interact with colleagues... ...opportunities About the division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco... ...Washington, United States Areas of the Firm Asset & Wealth Management Anaplan Salary...PrivateAssetFull timeWork at office
$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm... ...$8.5 billion in client assets and 26 locations across... ...planning team and external professionals using tax-efficiency...PrivateAssetTemporary workWork at officeFlexible hours- Baker Tilly International seeks a Private Wealth Tax Principal to lead its wealth management practice. This role focuses on compliance and consulting for high-net-worth individuals, providing strategic tax planning and advice. The ideal candidate will have over 15 years...SeniorPrivate
- U.S. Bank in Seattle is seeking a Private Wealth Advisor to identify and deepen client relationships while managing various aspects of wealth and estate planning. The role... ...possess a Bachelor’s degree and relevant professional designations. This position offers hybrid...SeniorPrivateWork at officeRemote work
- A leading financial services organization is seeking a Sr. Portfolio Manager in Seattle to lead investment strategies for complex client relationships. Candidates should have over 5 years of direct portfolio management experience and be proficient in client relationship...SeniorPrivateAsset
$142.7k - $214.03k
...Tax Senior Manager, Private Wealth Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity... ..., preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate...SeniorPrivatePrivate practiceLocal area- ...Wealth Management Advisor The Wealth Management Advisor (WMA) position is the investment planning... ...WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp... ...and services- Extensive knowledge of private banking products and services, including...PrivateAssetTemporary workWork experience placement
$75k - $125k
...to work closely with portfolio managers, and the ability to think... ...enhancing our business. OUR IMPACT Wealth Management Across Wealth... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...portfolio holdings, analyzing asset allocations, researching potential...PrivateAssetFull timeTemporary workPart time$75k - $125k
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattle location_on Seattle, Washington, United States YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers...PrivateAssetFull timeTemporary workPart timeWork at office$236.56k - $414.12k
...Wealth Management Advisor Northern Trust, a Fortune 500 company, is a globally recognized, award... ..., credit facilities, banking, asset management, budgeting, insurance, charitable... ...within the organization is encouraged, senior leaders are accessible, and you can take...PrivateAssetTemporary workFlexible hours$60k - $125k
Goldman Sachs is seeking a Wealth Management Professional in Seattle to enhance client relationships and deliver exceptional service. The ideal candidate... ...net worth clients, collaborate with advisors, and oversee asset movements. Qualified applicants must have a Bachelor's...Asset$165k - $345k
...Washington Job Summary The Family Wealth Strategist serves as the... ...with $25MM+ in investible assets. This senior-level role is responsible... ...relationships, and managing the full spectrum of client... ...Centers of Influence (COIs), professional networks, and strategic events...PrivateAssetWork experience placementWork at officeFlexible hoursNight shift- ...currently seeking experienced Senior Wealth Advisors to join Beacon... ...providing comprehensive wealth management advice and building long-term... ...of client acquisition and asset growth Background in a wirehouse... ...CFP®, CFA, or other professional designations preferred Bachelor...SeniorAsset
$75k - $160k
Goldman Sachs is seeking Wealth Management Professionals in Washington, D.C. to enhance client service. Ideal candidates will have a Bachelor's Degree and 2-4 years experience in the financial industry. Responsibilities include managing client relationships and executing...Private- A leading global investment management firm in Seattle seeks a Wealth Management Professional to manage relationships with ultra-high net worth clients. The role involves delivering world-class financial solutions and ensuring client satisfaction. Candidates should have...Private
- ...Associate Vice President and Wealth Advisor About the... ...Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The... ...or financial planning professionals who are ambitious and... ...will work alongside senior advisors and subject matter...Private
- ...Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth... ...We are seeking an experienced Senior Analyst to join our GC Wealth team... ...reporting. This experienced professional works closely with Wealth Managers...SeniorAsset
- ...and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...collaboration with wealth advisors, legal professionals, and accountants. Assessment of... ...involving trusts, family partnerships, private foundations, and charitable vehicles....SeniorPrivateWork at officeRemote work
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes... ..., along with a comprehensive benefits package that supports both personal and professional growth. #J-18808-Ljbffr Charles SchwabSenior
- ...in taxation. Your role will involve performing detailed reviews of tax returns, advising clients on succession planning, and managing engagement staffing. Join a company that values professional development and team growth. #J-18808-Ljbffr Baker Tilly Advisory Group, LPSeniorPrivate
$80k - $115k
...optimal outcomes. The ideal candidate will have over 5 years of wealth management experience and a bachelor's degree in a related field,... ...competitive salary between $80,000 and $115,000 plus incentives, professional growth opportunities, and comprehensive benefits. #J-18808...Senior$70k - $95k
...Service & Operations Associate — Wealth Management Company: One Oak Wealth... ...an experienced operations professional to serve as the operational... ...including operations management and senior leadership, as the firm... ...management, brokerage, or private banking operations Exceptional...PrivateWork at office$112k - $210k
...financial services company is seeking a Wealth Market Leader based in Seattle, WA... ...role involves growing sales and assets through a dedicated team of Private Client Advisors, providing... ...Candidates should have 5-10 years of sales management experience, relevant industry...Asset
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