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Senior Wealth Advisor & Client Strategy Leader
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-30
Listing for:
Whittier Trust Company
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
The role focuses on new business development, coordinating with tax, insurance, operations, and investment teams to deliver comprehensive wealth management solutions and service to clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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