Senior Planning Strategist
$94k - $175kKeybank, National Association
KeyCorp is seeking a Sr Fiduciary Strategist in Seattle to manage fiduciary responsibilities and advise high-net-worth clients. This role includes developing strong family relationships, facilitating estate planning, and collaborating closely with the Relationship Management Team.
The ideal candidate should have over ten years of applicable experience and a strong understanding of fiduciary issues as well as the ability to mitigate risks effectively.
This position offers a competitive salary ranging from $94,000 to $175,000 annually, along with comprehensive benefits.
#J-18808-Ljbffr KeyCorp
$158.01k - $276.46k
Northern Trust Corp in Seattle is seeking a Sr Wealth Strategist. The role requires 5-7 years of experience in trust sales or relationship... ...should possess strong analytical and sales skills, and in-depth fiduciary knowledge. A comprehensive benefits package is offered,...Senior$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$165k - $345k
...WashingtonJob SummaryThe Family Wealth Strategist serves as the lead... ...Ultra High Net Worth (UHNW) families with $25MM+... ...assets. This senior-level role is responsible... ...Investment Advisors, Fiduciary Advisors) to deliver holistic... ...10 years of advisory experience with UHNW individuals...SuggestedWork at officeFlexible hoursNight shift$94k - $175k
..., Seattle WashingtonJob SummaryThe Sr Fiduciary Strategist is responsible for fulfilling the fiduciary... ...of KeyBank by providing client advisory services to high-net-worth clients and... ...fiduciary, investment, tax, and other related wealth issues by keeping current as to estate...SeniorWork experience placementWork at officeLocal areaFlexible hours$158.01k - $276.46k
Sr Wealth Strategist page is loaded## Sr Wealth Strategistlocations: Seattle, WAtime type: Full... ...local laws andregulations pertaining to fiduciary services andestate and tax planning to... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorLocal areaFlexible hours$94k - $175k
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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...SeniorWork experience placementSummer holidayFlexible hours- ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-Family Office is... ...tax and estate planning, philanthropic advisory, and family governance — to provide a true... ...track record of developing and maintaining UHNW client relationships. Ability to...SeniorWork at office
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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- ...coming to market, and we're looking for a Solution Deployment Strategist to be our embedded expert across the full lending journey. Modeled... ...services customer‑facing roles (sales, CS, implementation, or advisory) Deep fluency in lending vocabulary comfortable discussing...Senior
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- ...to advise high-net-worth clients on sophisticated strategies, including wealth transfer and tax planning. The role focuses on designing and implementing complex estate plans and assisting fiduciaries in administration. Candidates should have a portable book of business,...Senior
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...sticks. Salesforce is hiring Deployment Strategists - Strategic Builders who are customer‑... ...building trust‑based relationships with senior stakeholders and present proposals, decisions... ...in strategic solutioning, technical advisory, or delivery leadership or programme management...Senior$175k - $210k
...directly tied to Cognizant’s AI growth agenda. About The Role The Senior AI Strategist plays a pivotal role in shaping Cognizant’s AI portfolio by... ...in strategy consulting, technology strategy, AI/digital advisory, or offering/product strategy at a consulting firm,...SeniorTemporary work$134.75k - $287.91k
...sticks. Salesforce is hiring Deployment Strategists - Strategic Builders who are customer‑... ...contact, build trust‑based relationships with senior stakeholders, and present proposals,... ...in strategic solutioning, technical advisory, or delivery leadership or programme management...Senior- A prominent investment firm in Seattle is looking for a Senior Wealth Advisor to provide sophisticated financial planning and investment... ...will have a portable client base and at least 8 years in a lead advisory role. The firm offers a collaborative environment with clear...Senior
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EP Wealth Advisors in Seattle, WA is looking for a Senior Client Relationship Associate to lead client interactions and maintain strong relationships. This role involves collaborating with wealth advisory teams and contributing to client retention and satisfaction. The...SeniorFlexible hours- ...oversee single and multi-family offices, driving assets and delivering tailored wealth-management solutions. You will collaborate with Schwab teams to expand the full-service offering and support UHNW clients with complex needs. The role requires deep UHNW knowledge, a...SeniorWork at office
- 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...SeniorWork at office
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A financial services company in Seattle seeks a Wealth Management Relationship Manager to act as a trusted financial partner. This role... ...candidate will have a Bachelor's in Finance and experience in fiduciary management. Competitive compensation ranges from $138,567 to $2...Senior$125k - $175k
Bessemer Trust in Seattle is seeking a Client Advisor to develop and manage relationships with ultra-high net worth clients. The role involves communication, account administration, and assistance with investment management. The ideal candidate will have a Bachelor's degree...Senior$138.57k - $241.11k
A financial services firm in Seattle seeks a Wealth Management Relationship Manager to serve as a client-focused partner in delivering investment and fiduciary services. Responsibilities include managing client relationships, business development, and ensuring regulatory...Senior- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...the firm. For more information on Beacon Pointe's wealth advisory services, please visit About Beacon Pointe Advisors Beacon Pointe...Senior
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