Transition Support Partner LPL Financial Holdings IncTransition Support PartnerWA$30.70–$51.15 / hourAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Financial Advisor - Bellevue, WA COUNTRY FinancialFinancial Advisor - Bellevue, WABellevue, WashingtonCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor - Olympia, WA COUNTRY FinancialFinancial Advisor - Olympia, WAOlympia, WashingtonCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Associate Portfolio Manager - Parametric Morgan StanleyAssociate Portfolio Manager - ParametricSeattle, Washington$70,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Associate Portfolio Manager plays a key role in managing customized equity portfolios designed to maximize tax efficiency while closely tracking client-specific benchmarks and market indexes.
Senior Information Risk Officer Columbia Banking System IncSenior Information Risk OfficerSeattle, WA$85,000–$120,000 / yearFacilitate and liaise with technology leaders, key corporate risk and operational groups (including TPO, TAG, Internal Audit, Corporate Compliance, Enterprise Risk Management, Legal) to ensure alignment with these groups and meet obligations. Experience evaluating controls relative to information security frameworks such as ISO 27002, NIST 800 series, or financial services regulatory frameworks such as the FFIEC IT booklets and Cybersecurity Assessment Tool (CAT).
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Seattle Corebridge Financial IncFinancial Advisor - SeattleRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Credit Solutions Advisor - Pine Lake Bank of AmericaCredit Solutions Advisor - Pine LakeSammamish, WashingtonMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Client Advisor Freestone Capital ManagementClient AdvisorSeattle, WashingtonHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Financial Service Sales Assistant Columbia Banking System, Inc.Financial Service Sales AssistantTacoma, WA$21–$30 / hourStaffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. About the Role: A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients.
Senior Information Risk Officer Columbia BankSenior Information Risk OfficerSeattle, WA$85,000–$120,000 / yearFacilitate and liaise with technology leaders, key corporate risk and operational groups (including TPO, TAG, Internal Audit, Corporate Compliance, Enterprise Risk Management, Legal) to ensure alignment with these groups and meet obligations. Experience evaluating controls relative to information security frameworks such as ISO 27002, NIST 800 series, or financial services regulatory frameworks such as the FFIEC IT booklets and Cybersecurity Assessment Tool (CAT).
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSeattle, WAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IISeattle, WashingtonKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Tax Senior - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Senior - Credits & IncentivesSeattle, WA$78,675–$160,750 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
Regional Vice President - Bellevue, WA Advisor Talent SolutionsRegional Vice President - Bellevue, WABellevue, WashingtonPresented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We’re seeking a Regional Vice President (RVP) to lead financial advisor teams, drive revenue growth, and deliver an exceptional client experience across a designated region.
Operations Analyst - Parametric Morgan StanleyOperations Analyst - ParametricSeattle, Washington$60,000–$90,000 / yearProvide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner. Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner.
Associate Sales Director VOYA Financial Inc.Associate Sales DirectorSeattle, WA$67,980–$84,980 / yearProfile Summary: The Associate Sales Director will successfully direct sales activities in a defined geographic area selling/wholesaling corporate retirement and tax- exempt opportunities from start up plans to $50mm in assets (excluding government and K-12 marketplace) for Voya's Emerging Markets division. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Associate, Investment Banking Coldstream Wealth ManagementAssociate, Investment BankingBellevue, WA$70,000–$90,000 / yearWith a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. 4. Research and Market Analysis: Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights.
Senior Associate SS&C Technologies Holdings IncSenior AssociateBellevue, WAThey work closely with our clients by instructing cash movement, responding to inquiries, resolving issues, coordinating service delivery, and processing transfer and record updates for our hedge fund clients. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Associate Investment Engineer - Parametric Morgan StanleyAssociate Investment Engineer - ParametricSeattle, WA$70,000–$140,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. This work includes helping to maintain and enhance Parametric's proprietary investment strategies, monitoring risk and performance, contributing to new product development, and conducting research and analysis that can be turned into external content and used to educate and inform clients.