19 Wealth Management jobs in Seattle.

Seattle

• Skills: client service, analytical support, operational support, administrative support, client retention, values alignment, high-growth organization, continuous growth, collaboration, community engagement
• Type: Full-time

Seattle

• Skills: Fund Accounting, SPV, Investment Transactions, Customer Experience, Financial Reporting, Venture Capital, Private Equity, US GAAP, Attention to Detail, Client Service
• Experience: 3+ years of experience in a Fund Accountant position
• Type: Full-time

Everett

• Skills: client experience, transactions, financial goals, referrals, products, services, in-person, telephone, reliability, team contributor

Seattle

• Skills: client service, teamwork, communication, organizational skills, problem-solving, detail-oriented, client experience, collaboration, service-oriented, financial wellbeing

Bellevue

• Skills: financial planning, client service, entrepreneurial spirit, coaching, marketing, networking, relationship building, client prospects, financial goals, licenses
• Experience: 3+ years of work experience with a proven track record of success.
• Type: Full-time
• Salary: $54,100 - $76,190/ year

Kirkland

• Skills: financial transactions, member service, sales, consultative conversations, regulatory compliance, account maintenance, cross-selling, compliance training, customer service, financial products
• Experience: Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
• Type: Full-time
• Salary: $21.63 to $27.40 per hour + monthly incentive

Everett

• Skills: client service, securities industry, SIE, FINRA, Series 7, Series 66, attention to detail, financial plans, regulatory environment, administrative support
• Experience: At least two years previous experience as a Registered Client Associate.
• Type: Full Time
• Salary: $28 - $30 an hour

Seattle

• Skills: fundraising, donor relations, portfolio management, philanthropic landscape, relationship management, cultivation strategies, solicitation strategies, high-net-worth individuals, Charitable Gift Funds, collaboration
• Experience: 5+ years of experience in principal or major gift fundraising, with a strong track record of securing six- and seven-figure gifts from ultra-high-net-worth individuals.
• Type: Full Time
• Salary: $90,000 - $120,000 USD

Bellevue

• Skills: client service, financial planning, investment research, administrative duties, portfolio materials, data entry, client interactions, event organization, compliance documentation, team collaboration
• Experience: 3 - 5 years relevant experience required.
• Type: Full-time
• Salary: $30.19 - $40.77 / hour

Seattle

• Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
• Experience: 3-5+ years in alternatives distribution
• Type: Full-time
• Salary: $190,000 - $480,000

Sammamish

• Skills: financial transactions, affluent members, accounts, wire transfers, loan payments, relationship building, cross-selling, referrals, campaigns, CRM systems
• Experience: Minimum 2 years’ experience as a financial solutions representative and/or senior branch representative
• Type: Full-time

Seattle

• Skills: major gifts, fundraising, donor engagement, relationship building, strategic planning, donor pipeline, stewardship, philanthropy, international development, high-net-worth individuals
• Experience: 5+ years in major gifts or private sector fundraising
• Type: Full-time
• Salary: From $86,000 USD to $100,000 USD annually

Issaquah

• Skills: client transactions, financial strength, bank products, referrals, policies, procedures, community organizations, capital source, volunteerism, accuracy
• Type: full_time
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