Top Tech Jobs & Startup Jobs

The Senior Director, Sales Performance & Enablement will enhance sales execution, manage onboarding for new RVPs, and improve measurable sales outcomes through enablement strategies in a financial services context.

The Wealth Advisor deepens client relationships, develops tailored financial solutions, ensures compliance, and acts as a fiduciary while leveraging an internal team of experts.

The Wealth Advisor manages relationships with ultra-high-net-worth clients, delivering customized financial solutions and leveraging a team of experts to achieve client goals. Responsibilities include goal identification, financial analysis, communication of solutions, client retention, and compliance adherence.

The Wealth Advisor supports affluent clients in achieving their financial goals through deep relationships, comprehensive planning, and expert recommendations in a fiduciary role.

The Wealth Advisor manages 150-250 clients, providing financial planning and client service while supporting business development efforts in a team environment.

Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

Lead Seattle market strategy, client retention, team development, and firm impact. Drive growth through client acquisition and mentorship, acting as a fiduciary.

The Partner, Senior Wealth Advisor leads a team of advisors, focuses on business development, client acquisition, and integration of wealth management practices while ensuring high client retention and service quality.

The Wealth Advisor builds client relationships, develops financial strategies, ensures adherence to compliance, and acts as a fiduciary to achieve client goals.