NewBusiness Office Manager- Skilled Nursing Judson Park - a HumanGood communityBusiness Office Manager- Skilled NursingDes Moines, WA$80,170–$92,000 / yearIn this role, you’ll manage resident accounts, support private pay and select third-party billing, process payments and refunds, and assist with financial inquiries, all while leading our Health Center front desk operations to ensure a welcoming and efficient experience for residents, families, and team members. The Community Business Office Manager keeps our community running smoothly by overseeing resident billing, collections, and daily business office operations with accuracy and care.
Associate Wealth Manager Coldstream Wealth ManagementAssociate Wealth ManagerBellevue, WA$130,000–$150,000 / yearAs an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you’ll be on the path to become a Wealth Manager (advisor). Client Relationships : Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics.
Wealth Manager Focus Financial PartnersWealth ManagerSeattle, Washington$150,000–$250,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. As an investment-focused Wealth Manager , you will have two main responsibilities: researching, recommending, and managing stocks for the firm’s Large Cap Growth portfolio; and working with clients to manage their investments.
Senior Lead Private Wealth Portfolio Manager (LO) Wells Fargo BankSenior Lead Private Wealth Portfolio Manager (LO)Seattle, Washington$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives.
Wealth Relationship Manager HSBC Holdings PlcWealth Relationship ManagerSeattle, WAYou will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. If you're looking to apply your wealth planning expertise in a role focused on deepening client relationships and building portfolio growth, this is a chance to make that impact at HSBC.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthSeattle, WA$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Manager - Private Wealth DeloitteTax Manager - Private WealthSeattle, WA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Service Operations Manager – Wealth Management Coldstream Wealth ManagementClient Service Operations Manager – Wealth ManagementBellevue, WAThis role is ideal for someone with multiple years of wealth management client service/operations experience who has taken on or is ready to take on additional leadership responsibilities, including people management, mentoring, delegation, workflow management, and operational oversight. Team Leadership & Management Serve as the day-to-day leader and primary resource for the team’s Client Service Associates and Wealth Management Associates, providing management, direction, mentorship, and support.
Tax Senior Manager, Private Wealth Baker Tilly Virchow KrauseLLPTax Senior Manager, Private WealthSeattle, WA$142,700–$214,030 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This includes strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities, partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filer.
NewTax Senior Manager, Private Wealth Baker Tilly Advisory Group, LPTax Senior Manager, Private WealthSeattle, WashingtonBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
Wealth Management Relationship Manager III/IV Washington Trust BankWealth Management Relationship Manager III/IVSeattle, WA$138,567–$207,851 / yearPart timeResponsible for understanding all banking and financial needs of relationship clients including all products and services offered by the Bank (Commercial, Investments, International Banking, Private Banking, Real Estate, Cash Management, etc). As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial advisor to clients through a seamless delivery of investment, trust, and fiduciary services.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAYou will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAFull timeYou will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
NewTax Manager, Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private WealthSeattle, WashingtonBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker 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 - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewTax Senior Manager - IM Private Wealth DeloitteTax Senior Manager - IM Private WealthSeattle, WA$141,150–$288,375 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - SeattleSeattle, WA$75,000–$160,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Human Resources Generalist | Wealth Management Threadline WealthHuman Resources Generalist | Wealth ManagementBellevue, WA$85,000–$105,000This role will serve as the primary internal coordinator for payroll administration, recruiting, onboarding/offboarding, employee administration, and HR processes, working closely with firm leadership and the firm’s PEO. We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.
Global Wealth Management UBS Group AGGlobal Wealth ManagementBellevue, WAWe're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. a genuine interest in developing a career in Wealth Management You are: positive with a can-do approach It doesn't matter what you're studying (you don''t need to be a financial guru).
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankFederal Way, WashingtonRated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Wealth Management Advisor U.S. BankWealth Management AdvisorAuburn, Washington$65,000–$80,200 / yearBasic Qualifications- Bachelor's degree, or equivalent work experience- Three to five years of experience in a financial sales position, preferably working with the affluent client segment- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance licensePreferred Skills/Experience- Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding- Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services- Extensive knowledge of private banking products and services, including credit processes and policies- Ability to effectively present investment strategies to clients and maintains a holistic approach to planning- Strong relationship management, sales and new business development skills- Well-developed analytical and problem-solving skills- Excellent interpersonal, verbal and written communication skills- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.