Family Office Jobs in Bellevue
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Hongxin Wealth & Tax Planning Group-Bellevue
record of successfully selling structured products, private placements, or investment notes
• Established relationships with Chinese-speaking HNWIs, family offices, or cross-border investors are a strong plus
• Mandarin is required
• Highly...
The Quest Organization-Bellevue
wealth management or investment management experience preferred
• Experience supporting high-net-worth or ultra-high-net-worth clients strongly preferred
• Family office experience is a plus
• Bachelor's degree preferred
• Strong Microsoft Office and CRM...
Elevate-Bellevue
Provide high-quality tax advisory and compliance services to high-net-worth individuals, closely held businesses, family offices, founders, executives, and pass-through entities.
• Review complex individual income tax returns (Form 1040), including equity...
Parcion Private Wealth-Bellevue
Parcion Private Wealth is a nationally recognized multi-family office and RIA based in Bellevue, WA. We partner with ultra-high-net-worth business owners, entrepreneurs, and first-generation wealth creators before, during, and after life-changing...
workable.com -
Tschetter Group-Bellevue
Client Service Associates are responsible for ownership of one firm-level specialty, which vary and are contingent upon personal development, team growth, and available opportunities. (e.g. Family Office Specialist, Business Development and Client...
trinethire.com -
Office Heights LLC-Seattle, 6 mi from Bellevue
Family Office Bookkeeper / ControllerPosition Overview
Seeking an experienced, highly organized bookkeeper to manage bookkeeping and financial recordkeeping for a private family office and for the principal’s other holdings. This person will take...
Confidential-Everett, 26 mi from Bellevue
Senior Wealth Advisor
Fully Remote - can work from anywhere in the US
We serve entrepreneurs and high-net-worth families whose financial lives have outgrown generic advice. This is the strategic relationship seat — the advisor clients call first...
mindmatch.ai -
Parcion Private Wealth-Bellevue
Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first...
workable.com -
Next Level Recruiting, LLC-Seattle, 6 mi from Bellevue
Family Wealth Advisor
Seattle, WA
Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals...
Corient-Seattle, 6 mi from Bellevue
About Corient:
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal...
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