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Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise with wealthy clients (including but not limited to distribution planning, philanthropic goals and tools, retirement planning). Minimum of 10 years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or fiduciary advisory services or equivalent work experience (required).

YEAR

Keybank National Association

Key Private Bank Sr. Fiduciary Strategist

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Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $140,000 to $150,000 which includes a base salary of $80,000 to $90,000, and a variable target compensation of $60,000. 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA''s and financial advisors in the SMB space (including territory sales and business development).

Wealth Management Advisor Jobs in Seattle, WA

Key Private Bank Sr. Fiduciary Strategist Keybank National Association

Partner Account Manager - Seattle Human Interest Inc

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