- Sutherland Global Services (Olympia, WA)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- US Bank (Tacoma, WA)
- …10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** + Excellent ... and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and...for retention and growth of medium to large size high net worth client relationships.… more
- Guardian Life (Olympia, WA)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- JPMorgan Chase (Seattle, WA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... of a dedicated wealth management business and the global resources of one...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (Vancouver, WA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Oregon; Lake Oswego, Oregon; Vancouver, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Seattle, WA)
- …policies, procedures, regulatory requirements + High level of savvy and sophistication re: high net worth clients' concerns / issues + Ability to ... for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key… more
- Coldstream Wealth Management (Kirkland, WA)
- …an employee-owned wealth management firm that offers personalized services to high - net - worth individuals and families. Coldstream was founded in 1996 ... For over 40 years, HSA has provided exceptional services to leading organizations and high - net - worth families throughout the Northwest. Last year, HSA merged… more
- TIAA (Seattle, WA)
- …of client relationship experience, in portfolio management and financial planning for high - net - worth clients **Preferred Qualifications:** + 7+ years of ... client relationship experience, in portfolio management and financial planning for high - net - worth clients + 3+ years' experience managing centralized and… more
- Coldstream Wealth Management (Bellevue, WA)
- …portfolio management, sophisticated financial planning, and personalized client services to high - net - worth individuals and families. Coldstream was founded ... position may be a great fit for you. Coldstream Wealth Management is an independent wealth management...reconciliation of all trades + Researching performance inquiries from wealth management teams + Producing quarterly reports + Providing… more
- Coldstream Wealth Management (Seattle, WA)
- …portfolio management, sophisticated financial planning, and personalized client services to high - net - worth individuals and families. Coldstream was founded ... may be the next great step in your career in financial services. Coldstream Wealth Management is an independent wealth management firm providing customized… more
- Coldstream Wealth Management (Mercer Island, WA)
- …years of relevant experience in the financial services industry in a high - net - worth , client-facing environment, including experience with portfolio ... We are looking for a personable Associate Portfolio Manager to join our wealth management team in Mercer Island. The Associate PM will be responsible for… more
- Morgan Stanley (Seattle, WA)
- …management in an investment context across a wide range of client types, from high - net - worth individuals to institutions in the US and internationally. The ... financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41… more