- JPMorgan Chase (Vancouver, WA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- KeyBank (Moses Lake, WA)
- **Location:** 314 East Third Avenue - Moses Lake, Washington 98837 **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product… more
- US Bank (Seattle, WA)
- …for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around ... client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship… more
- KeyBank (Tacoma, WA)
- … advisor , and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (Centralia, WA)
- … advisor , and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products… more
- KeyBank (WA)
- …and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and ... As part of a team serving institutional clients, the Advisor delivers a proactive client experience through...institutional clients, the Advisor delivers a proactive client experience through the development of internal and external… more
- KeyBank (Seattle, WA)
- …new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. ... **Location:** 1301 5th Avenue, Seattle Washington **Job Summary** The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to… more
- KeyBank (Bellevue, WA)
- …growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client 's trusted advisor team for ... Way NE, Bellevue Washington **Job Summary** The Merchant Sales Advisor serves as an integral member of the Key...solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex… more
- Deloitte (Seattle, WA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Oracle (Olympia, WA)
- …Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of ... within the PE ecosystem. Key Responsibilities: Identify and build relationships with Private Equity firms. Present NetSuite value prop to PE firms Collaborate with… more
- Deloitte (Seattle, WA)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- AECOM (Seattle, WA)
- …candidate should be able to demonstrate an ability to listen to, understand, and meet client needs to serve as a trusted advisor ; knowledge of the transportation ... world. Join us. **Job Description** **AECOM** is seeking a dynamic and experienced ** Client Account Manager** to drive business growth for Sound Transit in Seattle.… more
- World Insurance Associates, LLC. (Seattle, WA)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk ... new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Deloitte (Seattle, WA)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... for a pending M&A transaction. They will deliver complex client engagements that help refine the client 's...Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture… more
- Deloitte (Seattle, WA)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Lumen (Olympia, WA)
- …and translate complex requirements into tailored solutions. Acting as a trusted advisor , you'll showcase best practices and demonstrate how our offerings enable ... solution design, demos, workshops and RFP/RFI responses-to architect impactful client solutions. + Demonstrates advanced discovery and solution selling abilities… more
- Deloitte (Seattle, WA)
- …time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit ... basis. Responsibilities will include: + Maintaining and developing strong client relationships on various federal tax consulting/compliance engagements. + Advising… more
- Deloitte (Seattle, WA)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Deloitte (Seattle, WA)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Cognizant (Olympia, WA)
- …some SLS' will also engage in new logo markets. The Specialist will be a "trusted advisor " to both the client and the Cognizant Client Partner blending ... more of hyperscale and hybrid cloud & Infrastructure solutions supporting Cognizant's client account teams in vertical markets and their account expansion plans into… more