Lead Private Wealth Advisor – High‑Net‑Worth Growth
2 weeks ago
A leading financial services firm in Seattle is seeking a Senior Private Wealth Advisor to lead a dedicated client team and provide tailored financial advice to high-net-worth clients. The ideal candidate will have over 10 years of financial services experience, effective communication skills, and a strong knowledge of wealth management strategies. This role involves relationship management, holistic financial planning, and requires a proactive approach to client service.
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Senior Wealth Advisor
1 week ago
Seattle, United States Composition Wealth, LLC. Full timeA Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm with an award-winning cultureComposition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning...
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Seattle, United States U.S. Bank Full timeA leading financial institution in Seattle seeks a Senior Private Wealth Advisor to handle high net worth client relationships. The ideal candidate will have over 10 years of wealth management experience, possess strong relationship management skills, and be able to navigate complex financial issues. This hybrid role allows for flexibility in work location....
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Senior Private Wealth Advisor
2 weeks ago
Seattle, United States Empower Full timeA leading financial services firm in the Seattle region seeks a Senior Private Wealth Advisor to lead financial strategies for high-net-worth clients. The ideal candidate will possess over 10 years of experience in financial services, a Bachelor's degree, and skills in communication and relationship management. This remote position offers a competitive...
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Senior Private Wealth Advisor, Practice Lead
1 week ago
Seattle, United States Empower Full timeSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Seattle region at Empower summary: The Senior Private Wealth Advisor, Practice Lead manages high-net-worth client relationships by providing tailored financial advice focused on wealth retention and growth. This role leads a client advisory team to deliver comprehensive financial planning,...
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Senior Wealth Advisor
2 weeks ago
Seattle, United States International Search Consultants Full timeSenior Wealth Advisor – Multi-Family OfficeA premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm that offers the depth, resources, and holistic service platform of a top-tier wealth...
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Sr Manager, Private Wealth Tax
2 days ago
Seattle, United States Seattle Staffing Full timeSenior Manager, Private Wealth TaxBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an...
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Senior Wealth Advisor — Equity Partner Path
2 weeks ago
Seattle, United States Composition Wealth, LLC. Full timeA prominent investment firm in Seattle is looking for a Senior Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth families. Ideal candidates will have a portable client base and at least 8 years in a lead advisory role. The firm offers a collaborative environment with clear equity participation in the firm’s...
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Sr Manager, Private Wealth Tax
1 week ago
Seattle, United States Washington Staffing Full timeSenior Manager, Private Wealth TaxBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an...
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Private Wealth Associate
1 week ago
Seattle, United States AllianceBernstein L.P. Full timePrivate Wealth Associate page is loaded## Private Wealth Associatelocations: Seattle, Washingtontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R0017294**Position Overview**Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader,...
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Private Wealth Associate
4 days ago
Seattle, Washington, United States AllianceBernstein Full time $76,000 - $82,000Position OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...