- Bank of America (Bellevue, WA)
- Private Wealth Client Associate Bellevue, Washington **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Edmonds, WA)
- …to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering exceptional ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of… more
- JPMorgan Chase (Edmonds, WA)
- …to meet their financial needs. As a Select Financial Advisor in Chase Wealth Management, you will offer financial planning and advice to complex investment ... well as market and implement investment solutions in accordance with the client 's asset allocation. **Job responsibilities** + Acquire and deepen relationships with… more
- Umpqua Bank (Bellevue, WA)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their… more
- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue - Seattle, Washington 98101 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... and participate in the development of sales presentations, annual wealth reviews, and other materials for client ...annual wealth reviews, and other materials for client meetings. + Schedule internal and external meetings (Pre… more
- Umpqua Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** **About ... level professionals. + Proven business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate… more
- Umpqua Bank (Seattle, WA)
- …This is a sales- and solutions-focused position. + Business development of new private banking client relationships. + Coordinate the development of internal ... Healthcare Business Development Officer Wealth Management Irvine, California Los Angeles, California San...of banking experience, required. + Ability to prospect new client relationships. + Expert in building client … more