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24 private wealth jobs at 8 companies in Seattle, WA

3mo
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Private Wealth Tax Principal
Seattle, Washington, United States
OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
15+ YOE6+ MgmtLead private wealth tax engagements; 15+ years tax planning/consulting; CPA or JD; 6+ years supervisory; eligible to work in the U.S.; undergraduate degree in accounting or law.
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2mo
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Private Wealth Director
Seattle, Washington, United States
$237k-$414k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOE10+ years wealth management experience; Series 7 and 63 required; degree in business/finance/economics; CFP/CPA/CFA/CTFA/CFM preferred; strong communication, relationship management, and investment/tax/estate planning knowledge.
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2w
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Senior Private Wealth Advisor - Practice Lead - Seattle region
Seattle, Washington, United States
$125k-$182k/yr RemoteFull Time
Empower
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years in wealth management serving high-net-worth clients; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong investment, planning, and client relationship skills.
Salesforce CRM
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2mo
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J.P. Morgan Wealth Management - Vice President, Private Wealth Planner
Bellevue, Washington, United States
$128k-$200k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOEBachelor's degree and CFP required, 5+ years in financial services, Series 7 and 66 required upon hire or within 90 days, strong financial planning, communication, and client relationship skills; willingness to travel among offices.
Wealth Plan, Microsoft Office, Moneyguide Pro, eMoney, Wealth Bench
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5d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
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1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
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1mo
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Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
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1w
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Advisor- Highland Private Wealth Management
Bellevue or Ellensburg
$160k-$170k/yr HybridFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
5+ YOERequires a bachelor's degree, 5+ years as a wealth management advisor, Series 65 or equivalent, and a proven record of growing a book of business; CFP, CFA, CPA, or JD preferred.
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3d
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2027 | Americas | Seattle | Wealth Management, Private Wealth Management | New Associate
Seattle, Washington, United States
$160k/yr OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
2+ YOEFull-time program for individuals with 2-5 years of experience and an advanced degree, offering product-specific and function-specific development in wealth management.
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2mo
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Associate Relationship Manager
Seattle, Washington, United States
$90k-$120k/yr OnsiteFull Time
Seattle Bank
Seattle Bank: Provides personalized banking, mortgage lending, and digital financial services.
3+ YOEBachelor's or equivalent experience preferred, 3+ years in private/commercial banking or wealth management, credit analysis and loan structuring experience, strong communication, and proficiency with PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
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