Senior Private Client Advisor

About the RoleWe are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at US012 Marsh & McLennan Agency LLC. As a Senior Private Client Advisor, you will play a critical role in supporting a high-volume book of business associated with a transformational center of influence relationship.Key ResponsibilitiesReview client...

Job Summary:We are seeking a seasoned financial professional to join our team as a Senior Client Advisor. As a key member of our organization, you will play a pivotal role in expanding our client base and providing exceptional service to our Ultra-High Net Worth Individuals and Families.Key Responsibilities:Client Relationship Management: Manage client...

Senior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...

Position Title: Wealth ManagerLocation: Seattle, WAOverview:Garde Capital, Inc. is in search of a dedicated wealth management advisor to implement our unique Wealth Management framework for both new and existing clientele. This role involves collaboration with a senior advisor, focusing primarily on enhancing the wealth management experience for our current...

About the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to our clients.Key ResponsibilitiesGather information and collect suitability to deeply...

Position OverviewSalary: CompetitiveSenior Marketing AdvisorThis role is open to candidates across the United States.We are seeking a dedicated Marketing Advisor who will offer strategic and actionable insights to enhance our client's marketing initiatives. You will coordinate their activities and execute their marketing plans effectively.The ideal candidate...

About the RoleWe are 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 developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients, providing...

Position Title: Wealth ManagerLocation: Seattle, WARole Overview:Garde Capital, Inc. is on the lookout for a dedicated wealth management advisor to implement our unique Wealth Management methodology for both new and existing clientele. This role will involve collaboration with a senior advisor, primarily focusing on enhancing the experience of our current...

About U.S. BankAt U.S. Bank, we are dedicated to empowering our clients and the communities we serve to make informed financial choices and foster growth. We recognize that our collective ambition thrives on the unique potential of each individual. A career with U.S. Bank offers a diverse array of opportunities to explore your strengths and passions from the...

Job OverviewThe Retirement Solutions Advisor collaborates with the Senior Consultant to leverage specialized expertise and skills gained through experience and training to manage both qualified and nonqualified retirement plans. This role encompasses all facets of plan architecture, compliance evaluation, daily operations, and nurturing client relationships....

About Forrester:At Forrester, we tackle pioneering and essential challenges that business and technology leaders encounter today. We are committed to empowering talented individuals to excel every day. Our community is comprised of intelligent individuals and diverse voices united in doing what is right for our clients and each other. Our achievements stem...

Position OverviewThe Retirement Solutions Advisor collaborates with the Senior Consultant to leverage specialized expertise and skills acquired through experience and training to manage both qualified and nonqualified retirement plans. This role encompasses all facets of plan architecture, compliance evaluation, daily operations, and nurturing client...

About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Business Tax practice at RSM US LLP. As a key member of our team, you will be responsible for providing exceptional tax advisory services to our clients, including business owners and private companies.Key ResponsibilitiesAdvise clients on a full spectrum of business and tax...

About Wells Fargo:At Wells Fargo, we prioritize our customers in every aspect of our operations. We are committed to fostering a diverse, equitable, and inclusive environment where every employee feels valued and inspired.Position Overview:We are currently seeking a Senior Wealth Management Banking Coordinator within our Banking, Lending, and Trust division....

About the RoleWe are seeking a highly experienced technical advisor to join our Finance Engineering team at Stripe. As a Senior Technical Advisor, you will play a critical role in driving technical design and innovation across multiple engineering teams to achieve business outcomes.Key ResponsibilitiesPartner with the Head of Finance Systems to brainstorm...

About Cypress Human Capital Management, LLC:A leading provider of contract staffing solutions is seeking a highly skilled Client Service Associate to support their financial services team in downtown Seattle. This registered Client Service Associate will play a critical role in providing exceptional support to Financial Advisors and senior management while...

About Advisor Business Solutions:The Advisor Business Solutions Internship Program is designed to provide students and recent graduates with hands-on experience in the financial planning industry. Our mission is to cultivate the next generation of diverse financial planners by offering practical experience, mentorship, and exposure to various aspects of...

Position OverviewAt The Whittier Trust Company, we pride ourselves on being more than just a financial service provider; we are dedicated partners with a rich legacy of successfully navigating the financial landscape to safeguard and enhance our clients' wealth across generations. As a premier, privately held multi-family office on the West Coast, our...

Company Overview: Sound Growth Partners ("SGP") is a private equity firm located in Seattle, dedicated to investing in prominent market leaders within specific niches of the lower middle market through a distinctive one-stop buyout strategy. SGP focuses on sectors such as business services, consumer products, and specialized manufacturing, targeting...

Zenoti offers a comprehensive, cloud-based software platform tailored for the beauty and wellness sector. Our solution empowers users to efficiently oversee all facets of their operations through a unified mobile interface, encompassing online appointment scheduling, point of sale (POS), customer relationship management (CRM), workforce management, inventory...