Senior Wealth Advisory Associate

Job OpportunityOur client is a prominent Multi-Family Office offering comprehensive wealth management services to high-net-worth individuals and families. They focus on delivering personalized solutions, including fiduciary services, investment management, philanthropic advisory, and family office support.About the RoleThe Client Advisory Associate will be a...

Judson Group has partnered with a leading RIA to find a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a great opportunity for a driven advisor with a strong business...

About the RoleBaker Tilly US, LLP is a leading advisory, tax and assurance firm that provides 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. As a Federal Tax Senior Associate, you will be a valued business advisor delivering industry-focused tax advisory and...

Job OpportunityInternational Search Consultants is seeking a seasoned financial professional to join our team as a Senior Client Advisor.About the RoleThis is a unique opportunity to leverage your expertise in trust and estate planning, wealth advisory, and portfolio management to drive business growth and deliver exceptional client service.Key...

Senior Client AdvisorInternational Search Consultants is seeking a seasoned financial professional to join our team as a Senior Client Advisor. This role will play a pivotal part in expanding our client base and making a lasting impact within a collaborative and dynamic environment.Key Responsibilities:Manage Ultra-High Net Worth client relationships with...

Baker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides 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. As a Federal Tax Senior Associate, you will be part of a team that delivers industry-focused tax advisory and compliance services to...

Job SummaryWe are seeking a highly skilled Certified Financial Planner to join our team as a Personal CFO and Financial Planner. As a key member of our team, you will be responsible for crafting, executing, and managing a wealth management strategy that aligns with our clients' passions and goals.ResponsibilitiesStrategize with the lead advisor to provide an...

Join Baker Tilly US, LLP as a Federal Tax Senior AssociateBaker Tilly US, LLP is a leading advisory, tax and assurance firm that provides 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. Our firm provides professional services through an alternative practice...

Client Associate Job DescriptionLocation: Seattle, WAWe are seeking a highly skilled Client Associate to join our team at Laird Norton Wetherby. As a Client Associate, you will play a crucial role in providing exceptional service to our internal and external clients.Key Responsibilities:Client Communication and Deliverables: Prepare periodic client portfolio...

Job Title: Senior Manager Organizational Change Management AdvisoryAbout the Role:We are seeking a highly experienced Senior Manager to lead our Organizational Change Management Advisory practice in the West Region. As a key member of our team, you will be responsible for developing and growing our regional group, leading the design and implementation of...

Job SummaryWhittier Trust is seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Advisor. As a key member of our client services team, you will be responsible for managing high net worth clients and providing exceptional service to ensure their financial goals are met.Key ResponsibilitiesManage a portfolio of...

Business Title: Senior Associate, Business Tax ServicesFunction: Tax ServicesAt KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax...

Job Summary:As a Senior Associate in our Business Tax Services practice, you will play a key role in providing tax compliance and advisory services to corporations and partnerships. You will work closely with our team of experts to deliver high-quality tax services and advice to our clients.Responsibilities:* Provide tax compliance and advisory services to...

Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our expanding Business Tax practice at RSM Global. As a key member of our team, you will be responsible for advising business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance.Key...

Job SummaryWe are seeking a highly skilled Senior Trust Officer to join our team at Bank of America. As a key member of our fiduciary services team, you will be responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.Key ResponsibilitiesOversee the...

Job Title: Senior Relationship Manager - Global Commercial BankingJob Summary:The Senior Relationship Manager will be part of our For Profit Healthcare Group in Seattle. This group focuses on the middle market healthcare industry, including traditional banking, capital raising, and advisory services.Key Responsibilities:Provide advice and valuable financial...

Job Title: Senior Relationship Manager for Global Commercial BankingJob Summary:The Senior Relationship Manager will be part of our For Profit Healthcare Group in Seattle. The FPHC Group focuses on the middle market healthcare industry, including traditional banking, capital raising, and advisory services. This group is a specialized team within the Global...

Business Title:Senior Associate, Business Tax ServicesRequisition Number: Function:Tax ServicesArea of Interest: State: City:SeattleDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success.Work with KPMG's extensive network of...

Role SummaryWe are seeking a Senior Associate to join our International Tax practice at KPMG. As a key member of our team, you will work closely with clients to provide expert advice on international tax matters, including tax planning, compliance, and controversy.Key ResponsibilitiesAdvise multinational enterprises on tax planning decisions, including...

Business Title: Senior Associate, Business Tax ServicesRequisition Number:Function: Tax ServicesArea of Interest:State:WACity: SeattleDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...