Top 555 Senior client advisor Jobs in Bellevue Wa

Regional Market Leader & Senior Relationship Officer
Northwest Trustee & Management Services, LLC —Seattle, WA
- $150,000 - $225,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Mentoring
- Health savings account
- Dental insurance
Quick Apply
Senior Associate Financial Advisor
First Technology Federal Credit Union —Bellevue, WA
- $80,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Business Development Representative – Home Care
Amada Senior Care Everett —Everett, WA
- $65,000 - $70,000 a year
- Full-time
- Background check
- Spanish
- Skilled nursing facility
- Travel reimbursement
- Paid holidays
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
11d
Senior General Manager
US AMR-Jones Lang LaSalle Americas, Inc. —Seattle, WA
- $192,000 - $210,000 a year
- Online Application
- Background check
- Sales
- 11+ years
- Paid parental leave
- Paid holidays
Quick Apply
Licensed Insurance Agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Seattle, WA
- $1,000 - $100,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
Senior Project Manager, Program Management
US AMR-Jones Lang LaSalle Americas, Inc. —Seattle, WA
- $137,500 - $154,000 a year
- Online Application
- Background check
- Microsoft Excel
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
7d
Senior Salesforce Administrator
Everforth —Seattle, WA
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- US work authorization
- Health savings account
- Health insurance
Quick Apply
9d
Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
6d
Tax & Accounting Senior Manager (CPA)
Dower & Associates —Burien, WA
- $100,000 - $150,000 a year
- CPA
- Finance
- Master's degree
18h
Project Executive - (K-12 / Higher Education)
Appleton Finn —Seattle, WA
- $210,000 - $270,000 a year
- Full-time
- School experience
- 11+ years
- Continuous improvement
- Fuel card
- Health insurance
Quick Apply
Associate Counsel
Travelers —Bellevue, WA
- $85,600 - $141,200 a year
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid holidays
2d
Principal Environmental Engineer
NW Recruiting Partners —Seattle, WA
- $165,000 - $205,000 a year
- Full-time
- Hybrid work
- Master's degree
- Bachelor's degree
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Nuclear Engineering Program Developer
System One —Bellevue, WA
- $56 - $95 an hour
- Contract
- Management
- 5 years
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
13d
Sr. Loan Officer
Newrez —Seattle, WA
- $15,080 - $60,000 a year
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
8d
Privacy Counsel (Hybrid in Seattle; Temp to Perm; Full-Time)
Latitude Legal —Seattle, WA
- Part-time
- Hybrid work
- 7 years
- HIPAA
- Office
- AD&D insurance
- Disability insurance
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Premier Senior Client Advisor
USI Holdings Corporation —Seattle, WA
- $70,000 - $100,000 a year
- Hybrid work
- 8 years
- High school diploma or GED
- Children
- Wellness program
- Health savings account
Client Service, Senior Associate
Freestone Capital Management —Seattle, WA
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Bellevue, WA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development experience
- Bachelor's degree
- Paid holidays
- Disability insurance
12d

I want to receive the latest job alert for senior client advisor in bellevue wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior client advisor jobs near bellevue wa

Regional Market Leader & Senior Relationship Officer

Northwest Trustee & Management Services, LLC
Seattle, WA

Quick Apply

Job Details

Full-time
$150,000 - $225,000 a year

Benefits

Health savings account
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Teamwork
Law
Bachelor's degree
Customer relationship management
Productivity software
Master of Business Administration

Full Job Description

Regional Market Leader and Senior Relationship Officer

REPORTING TO: Strategic Growth Officer

TYPE: Full-Time (Exempt)

LOCATION: Seattle, WA

SALARY: $150,000-$225,000 DOE

RESPONSIBILITIES: The Regional Market Leader and Senior Relationship Officer (“Leader”) is a senior individual contributor role in Northwest Trustee’s greater Seattle market (where we currently serve a significant book of clients including ultra-high-net-worth clients). This position will administer complex fiduciary relationships, serve as a subject‑matter expert to beneficiaries and professional advisors, and advance Northwest Trustee’s business development, market presence, and reputation in Seattle and Western Washington.

The Leader should enjoy working closely with people and demonstrate the ability to engage beneficiaries and professional advisors with respect and transparency, while exercising appropriate professional judgment and boundary‑setting when required. The role requires a proactive, self‑motivated professional who recognizes the importance of timely, accurate execution in both fiduciary administration and new business initiatives.

This role does not include formal people‑management responsibilities such as hiring, performance management, discipline, or compensation decisions. Instead, the role operates through expertise, influence, collaboration, and mentorship, in close partnership with executive leadership, designated people leaders, and other team members in the market.

DUTIES:

Business Development

Focus on sustaining and expanding the firm’s visibility, relationships, and standing in the local marketplace
Supplement the new business department by being available to meet with potential clients, support in finalizing proposals to clients, and assisting with closing potential opportunities
Meet future clients who are considering naming us in their estate plan
Represent Northwest Trustee in the professional communities in Western Washington, including attending lunches, events, speaking engagements, and conferences
Create and maintain relationships with key centers of influence
Utilize company software and tracking tools to record interactions and implement agreed-upon marketing or sales plans
Assist in developing and refining new business strategies for the Western Washington marketplace, including traveling with our new business staff to meet key centers of influence
Attend coaching and sales training as needed
Collaborate with onboarding staff to complete new account onboarding

Ultra-High-Net-Worth Client Service Delivery

Have primary responsibility for delivering exceptional, high touch fiduciary and advisory services to ultra-high-net-worth clients in conjunction with other local team members
Act as a subject matter resource to internal employees by providing guidance on sophisticated planning strategies, governing documents, and client specific considerations for current and prospective clients
Review legal documents and related planning strategies prepared by internal or external parties in connection with serving individuals with taxable estates. Such review will be performed to ensure that:
Northwest Trustee’s fiduciary, legal, and operational risk has been appropriately identified, evaluated, and managed
Northwest Trustee’s role, responsibilities, and scope of authority are clearly defined and consistent with governing documents and applicable law
Northwest Trustee can fulfill, in practice, the commitments, representations, and service expectations communicated to clients and their advisors
Participate in the development, refinement, and implementation of Family Office Services for ultra-high-net-worth clients who require customized and non-standard solutions
Contribute ideas, insights, and best practices that enhance Northwest Trustee’s ability to market to, engages with, and serve ultra‑high‑net‑worth clients

Relationship Management

Serve as Relationship Manager on a select number of fiduciary accounts with the support of a Trust Officer and Trust Associate
Ensure adherence to governing documents, laws, and firm policies and procedures
Maintain professional, thoughtful, and empathetic relationships with beneficiaries and their advisors
Resolve non-routine fiduciary matters and coordinate with retained experts and third-party professionals
Collaborate with the Chief Fiduciary Officer on complex fiduciary or risk matters
Maintain compliance with Northwest Trustee’s fiduciary and risk management standards
Delegate administrative or specialized work appropriately

JOB QUALIFICATIONS

Required

Bachelor’s degree and fifteen years (15) years of relevant experience
Proficiency with Microsoft programs and ability to learn company-specific software

Preferred

CFP, CTFA, MBA, Juris Doctorate, and/or LLM in Tax

PERSONAL QUALIFICATIONS:

Commitment to the core values of Northwest Trustee:

Professionalism
Compassion
Integrity
Diligence

High degree of professionalism, discretion, and judgment

ABOUT NORTHWEST TRUSTEE:

Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.

OUR MISSION:

We exist to enrich lives, honor family legacies, build enduring relationships, and minimize family conflicts. This is accomplished in a manner that:

Adheres to the highest ethical standards
Treats clients with respect and understanding
Provides clear and timely advice and service
Honors confidentiality

Pay: $150,000.00 - $225,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

senior client advisor jobs in bellevue wa

Regional Market Leader & Senior Relationship Officer

Senior Associate Financial Advisor

Business Development Representative – Home Care

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Senior General Manager

Licensed Insurance Agents wanted for IMMEDIATE OPPORTUNITY

Senior Project Manager, Program Management

Senior Salesforce Administrator

Wealth Planning Associate

Tax & Accounting Senior Manager (CPA)

Project Executive - (K-12 / Higher Education)

Associate Counsel

Principal Environmental Engineer

Nuclear Engineering Program Developer

Sr. Loan Officer

Privacy Counsel (Hybrid in Seattle; Temp to Perm; Full-Time)

Associate Client Advisor

Premier Senior Client Advisor

Client Service, Senior Associate

PWM Senior Private Wealth Advisor

I want to receive the latest job alert for senior client advisor in bellevue wa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected