140 Results for

Certified Financial Planner Jobs in Bellevue, WA

Jobs

Monroe, WA18 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Redmond, WA15 days ago

$60,000–$75,000

Seattle, WA15 days ago

$60,000–$75,000

New!

Bellevue, WA2 days ago

Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. If you want to work with a firm that is dynamic, client focused and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as a Private Client Advisor with Schwab Private Client Investment Advisory.

Bellevue, WA25 days ago

Full-time
Employee

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educators. * Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

Seattle, WA17 days ago

Full-time
Employee

Coursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.

Seattle, WA30+ days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Everett, WA25 days ago

Full-time
Employee

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.

Seattle, WA17 days ago

Full-time
Employee

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.

Clyde Hill, WA30+ days ago

Full-time
Employee

Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.

Olympic View, WA30+ days ago

$100,000–$120,000 Per Year
Full-time
Employee

This role is ideal for an advisor who thrives on building long-term relationships, delivering exceptional service, and helping clients stay aligned with their financial goals. You will serve as a trusted resource, ensuring clients receive proactive communication, thoughtful guidance, and a high level of ongoing care.

Tukwila, WA20 days ago

Education/Experience Requirements** + Bachelor's degree in a related field strongly preferred + 2+ years of experience in the financial services industry with an emphasis on financial, retirement and estate planning ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses & Certifications** + SIE, Series 7, Series 63, 65 and/or 66 as required by state + Certified Financial Planner OR Chartered Financial Consultant **Additional Information:** + This position is hybrid in Tukwila, WA _Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. + Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.

Covington, WA21 days ago

Full-time
Employee

Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

Clyde Hill, WA30+ days ago

Full-time
Employee

Partners with internal and external stakeholders to develop scenario and sensitivity analyses to understand and communicate the impacts of macroeconomic business drivers and corporate strategies to the enterprise valuation, long-term customer rate profiles, O&M and capital opportunities, rating agency and bank covenants, and various other key drivers. Develops corporate financial projections via the Enterprise Valuation Model that are related to the PSE short to mid-term plan developed by Corporate FP&A, and provides other supporting analyses and models for executive management, board of directors, and the shareholder representatives.

Seattle, WA27 days ago

$75,000–$125,000 Per Year
Full-time
Employee

Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

Seattle, WA30+ days ago

Full-time
Employee

and/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.

Seattle, WA30+ days ago

Full-time
Employee

New!

Seattle, WA3 days ago

Full-time
Employee

You'll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst - Member & Digital Experience, you'll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.

Bothell, WA30+ days ago

Full-time
Employee

Helps develop corporate financial strategy by interfacing with PSE management and building interdepartmental consensus on modeling assumptions, such as rate case strategies, capital targets and financing strategies to optimize corporate financial performance. Performs the quantitative and qualitative analyses related to the production of short-, mid- and long-term financial plans for PSE and its parent companies, as well as analytics associated with resource additions, corporate performance drivers and various strategic initiatives.

New!

Tukwila, WA6 days ago

Full-time
Employee

Minimum 7 years offunctional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives and building business cases for ROI and NPV for leadership decision making, and using One Stream andQuickviewas well as Excel modeling and financial analysis skills. Cross-Functional Collaboration:Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management to align financial planning efforts with enterprise priorities.

Seattle, Washington12 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Seattle, WA30+ days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Seattle, WA19 days ago

Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

Seattle, WA30+ days ago

$31.25–$38.50 Per Hour
Full-time
Employee

Experience coordinating and tracking project work, monitoring schedules and budgets, calculating earned value, managing deliverables, and supporting teams with project deadlines and client commitments. Parametrix is a 100% employee-owned consulting firm helping clients deliver resilient infrastructure, vibrant and livable communities, and environmentally sustainable solutions.

Seattle, WA26 days ago

Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation.

Seattle, WA30+ days ago

Full-time
Employee

Identify support needs to include management of vendor lead distribution, independent research of competitive conditions in markets related to price, service and programs (focus on CRA development specifically targeting low to moderate income potential borrowers and communities) and in the creation of ongoing training. Maintains a pipeline of CRA and non-CRA business, including but not limited to AMP Mortgage transactions, state housing along with local area down payment assistance programs while continuing to serve all bank clients and other community members with all Banner Bank mortgage products.

Seattle, WA30+ days ago

$85,000–$100,000 Per Year
Full-time
Employee

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Business Advisor with a Certified Value Specialist (CVS) and/or Value Management Associate (VMA) credential to help build and deliver this growing service line. Support broader advisory engagements including constructability reviews, project delivery, risk management, and process improvement efforts, and other project and program delivery efforts.

Seattle, WA30+ days ago

Full-time
Employee

Seattle, WA30+ days ago

Full-time
Employee

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Seattle, WA30+ days ago

Full-time
Employee

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Seattle, WA30+ days ago

$116,000–$170,000 Per Year
Full-time
Employee

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Senior Business Advisor with a Certified Value Specialist (CVS) credential to help lead, shape, and grow this strategic service line. You will lead complex value engineering studies, serve as a trusted advisor to clients, and play a key role in improving value on key projects and programs, mentoring team members, and expanding our market presence.

Bothell, WA30+ days ago

Full-time
Employee

Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen.

Seattle, WA12 days ago

Full-time
Employee

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Bellevue, WA27 days ago

Temporary
Contractor
Full-time

This role partners closely with internal teams—including Demand Planning, Inventory Planning & Procurement, Allocation Planning, Logistics, and Sales Channel partners—to ensure supply availability, strong data integrity, and proactive risk management in a fast‑paced environment. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

Seattle, WA25 days ago

Full-time
Employee

New!

Seattle, WA5 days ago

Full-time
Employee

Our Transitional Care Unit is an interdisciplinary haven for healthcare professionals interested in handling medical complexities (fractures, complex wound management, IV management, dialysis, oxygen therapy, TPN etc.) in a more comfortable and home-like setting for the patients. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.

East Port Orchard, WA30+ days ago

Full-time
Employee

You'll leverage your specialized knowledge and expertise in Uncrewed systems and marine mammals, including applying scientific and engineering principles, criteria, and techniques to identify and assess threat system safety hazards and inform the implementation of mitigations to reduce warfighter risk. You Have: Experience with conducting system safety hazard analyses and risk assessments for identifying hazards, using hazard tracking systems, preparing system safety risk acceptance documents, andpresenting to DoD system safety review boards.

Renton, WA30+ days ago

Full-time
Employee

Our strong team environment and respect for our people-at all levels and from all backgrounds-allow us to provide authentic care that achieves the highest-quality patient outcomes, backed by the strong network of resources and support through our affiliation with the Providence family, including local partners like Swedish Health Services. Pacific Medical Centers (PacMed) is a private, not-for-profit, primary and integrated multi-specialty health care network with outpatient clinics and primary and specialty care providers in King, Snohomish and Pierce counties.

Tacoma, WA30+ days ago

Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- South Puget Sound Area Tacoma, Washington;Olympia, Washington; Lacey, Washington; Tacoma, Washington; Des Moines, Washington; Federal Way, Washington; Tacoma, Washington; Kent, Washington; Puyallup, Washington; Gig Harbor, Washington; Federal Way, Washington; Puyallup, Washington; Tacoma, Washington; Bonney Lake, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tacoma/Financial-Solutions-Advisor--South-Puget-Sound-Area\_26004175-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Newcastle, WA28 days ago

Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Financial Solutions Advisor - Newcastle Newcastle, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newcastle/Financial-Solutions-Advisor---Newcastle\_26011389) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Bothell, WA30+ days ago

Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- NW Snohomish Area Snohomish, Washington;Stanwood, Washington; Arlington, Washington; Everett, Washington; Bellingham, Washington; Mill Creek, Washington; Lynnwood, Washington; Bothell, Washington; Mount Vernon, Washington; Monroe, Washington; Marysville, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Snohomish/Financial-Solutions-Advisor--NW-Snohomish-Area\_26003724) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Renton, WA30+ days ago

Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications** **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** Financial Solutions Advisor- Columbia Basin South Coeur D Alene, Idaho;Coeur D Alene, Idaho; Renton, Washington; Kennewick, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Coeur-D-Alene/Financial-Solutions-Advisor--Columbia-Basin-South\_26003864) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Edmonds, WA30+ days ago

Responsibilities: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications** **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** Financial Solutions Advisor- Seattle North Area Shoreline, Washington;Lynnwood, Washington; Seattle, Washington; Seattle, Washington; Edmonds, Washington; Seattle, Washington; Seattle, Washington; Shoreline, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Shoreline/Financial-Solutions-Advisor--Seattle-North-Area\_26003230) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Tacoma, WA13 days ago

Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License and Certifications - Preferred Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500 This information reflects the anticipated base salary range for this position based on current national data. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

Tacoma, WA8 days ago

Tacoma, WA14 days ago

$80,000–$239,200

W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.

Redmond, WA11 days ago

$74,200–$133,500 Per Year

Your Impact** + Leading and reviewing NEPA, SEPA, and/or CEQA environmental documents + Developing environmental compliance strategies and preparing documentation related to compliance with: + NEPA and SEPA + Energy Facility Siting in OR and WA (EFSC or EFSEC) + USFS Special Use Permits and forest management plans + BLM right-of-way agreements and resource management plans + Clean Water Act, Section 404/Section 401 + Land Use Planning Requirements in OR, WA, ID + Leading energy infrastructure routing and siting studies + Managing tasks or projects, including overseeing small project teams + Developing and managing scopes, schedules, budgets + Interfacing with clients, agencies, other consultants, and the public **Who You Are** **Required Qualifications** + This position requires a BS degree in Environmental Planning, Environmental Science, Environmental Engineering, Urban Planning, Landscape Architectural, or related degree + Minimum of five (5) years of post-education work experience + Experienced in developing environmental documentation related to NEPA, SEPA, CEQA, EFSC, and/or EFSEC compliance + Experienced in completing environmental permit applications and supporting analyses + Excellent written and verbal communication + Valid U.S. driver's license and a satisfactory driving record for business travel **Preferred Qualifications:** + AICP certified, or ability to obtain certification is a plus WSP Benefits: WSP provides a comprehensive suite of benefits focused on a providing health and financial stability throughout the employee's career. Compensation: Expected Salary (all locations): $74,200 - $133,500 WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location.

Seattle, WA13 days ago

Summary of Experience** Progressive supply chain planning experience - 5 years **_We'd love to hear from people with:_** + **Proven senior-level supply chain and replenishment expertise** , with progressive experience developing and executing inventory strategies that stabilize complex, high-velocity categories (preferably beverages) and balance availability, waste, and financial outcomes. _** + Identify opportunities to improve store sales through data-driven inventory analysis, recommending **store-focused replenishment strategies** that ensure high availability during innovation launches and core business cycles across Refreshers, Blended, and Alt-Dairy platforms.

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Certified Financial Planner Jobs in Bellevue, WA

Jobs

Financial Consultant- Redmond, WAFidelity Investments

Financial Consultant- Bellevue, WAFidelity Investments

Financial Consultant - Seattle, WAFidelity Investments

Senior Manager, Wealth Advisor - Wealth AdvisoryCharles Schwab

Financial Advisor -R26_0028Ameriprise Financial

Medical Assistant Certified (MA-C) - Primary CareProvidence St. Joseph Health

Financial Planner-Seattle, WARK Partners

Inventory Planner IIIApex Systems, Inc.

Associate Financial Advisor - North King Co/Snohomish CoBECU

Associate Financial Advisor - South Puget SoundBECU

Key Private Bank Senior Relationship ManagerKeyBank

Sr. Client Portfolio ManagerWASHINGTON TRUST BANK

Servicing Financial AdvisorExpress Employment Professionals

Senior Associate Financial PlannerRaymond James Financial, Inc.

Private Client AdvisorKeyBank

Manager Financial Planning - Enterprise Strategy & ValuationPuget Sound Energy, Inc

Asset & Wealth Management, Private Wealth Management, Financial Analyst - SeattlGoldman Sachs

Financial Analyst III - EnginesBlue Origin LLC

Financial Analyst II - EnginesBlue Origin LLC

Sr Financial Analyst - Member & Digital ExperienceBECU

Principal Financial AnalystPuget Sound Energy, Inc

Sr Financial Analyst - TechnologyBECU

Financial AdvisorNorthwestern Mutual

Financial Advisor-SeattleRK Partners

US Experienced Financial AdvisorEdward Jones

Project Coordinator - EnvironmentalParametrix

Merrill Experienced Financial AdvisorBank of America

Community Development Mortgage Loan OfficerBanner Bank

Associate Business Advisor - Value ManagementParametrix

FP&A and Strategic Finance - DirectorBlue Origin LLC

Tax Manager, Private Client ServicesBDO USA, LLP

Tax Experienced Manager, Private Client ServicesBDO USA, LLP

Senior Business Advisor - Value ManagementParametrix

Chief EngineerHighgate Hotels, LP

Registered Client Service AssociateApex Systems, Inc.

Sourcing Manager - III - 3031392Apex Systems, Inc.

Registered Client Service Associate - R26_0801Ameriprise Financial

CNA - Transitional Inpatient CareProvidence St. Joseph Health

Maritime System TechnicianBooz Allen Hamilton INC.

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