NewSenior Personal Finance & Tax Expert - AI Training BraintrustSenior Personal Finance & Tax Expert - AI TrainingSeattle, WARelevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. You may be a fit if your experience includes one or more of the following: Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
NewPersonal Finance & Tax Expert - AI Training BraintrustPersonal Finance & Tax Expert - AI TrainingSeattle, WARelevant titles may include CPA, Enrolled Agent, personal tax preparer, financial advisor, wealth advisor, retirement planner, financial planner, trust officer, or fiduciary accountant. You may be a fit if your experience includes one or more of the following: Preparing individual tax returns, personal tax planning, capital-gains matters, or self-employment and quarterly taxes.
Senior Financial Planner RangeSenior Financial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
Financial Planner RangeFinancial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.
Financial Planner, CFP® Tschetter GroupFinancial Planner, CFP®Bellevue, WA$100,000–$130,000This role is responsible for preparing and maintaining financial plans, identifying planning opportunities, supporting client meeting preparation and follow-up, and helping ensure consistency in the firm’s planning process and client experience. This position plays a key role in delivering a thoughtful, high-quality planning experience that helps clients gain clarity, confidence, and optimism around their financial lives.
Licensed Financial Planner (Series 7 & 66) Talent Search PROLicensed Financial Planner (Series 7 & 66)Tukwila, WashingtonJoin a collaborative wealth management team where you'll work closely with experienced advisors, build long-term client relationships, and play a key role in delivering financial planning services to high-net-worth individuals. You'll support and deliver comprehensive financial planning by preparing for client meetings, managing investment portfolios, conducting financial analysis, and helping clients implement personalized wealth strategies.
Sr. Associate Financial Planner - FINRA Series 7 and Series 66 Talent Search PROSr. Associate Financial Planner - FINRA Series 7 and Series 66Bellevue, WashingtonA wealth management professional with active FINRA licenses and a CFP® designation who enjoys working with high-net-worth clients, providing financial planning support, managing investment portfolios, and developing long-term client relationships. Seeking a detail-oriented financial planning professional to support high-net-worth clients through comprehensive financial planning, investment management, and relationship development.
Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaSeattle, WAYou 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.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAYou will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Tax Planner RangeTax PlannerBellevue, WashingtonKnowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.
Financial Advisor Northwestern MutualFinancial AdvisorTacoma, Washington$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor AmeripriseFinancial AdvisorBellevue, WashingtonProven 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).
Financial Solutions Advisor - Ballard Financial Center Bank of America CorpFinancial Solutions Advisor - Ballard Financial CenterSeattle, WA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorEdmonds, WAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionKirkland, WA$140,000–$200,000 / 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 Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WASeattle, WAFinancial 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.
Senior Financial Solutions Advisor -Northwest Region Bank of AmericaSenior Financial Solutions Advisor -Northwest RegionShoreline, WashingtonUS - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110). If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide.
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 Solutions Advisor- NW Snohomish Area Bank of America CorpFinancial Solutions Advisor- NW Snohomish AreaSnohomish, WA$70,000–$80,000 / yearResponsibilities:• 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 recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written Communications Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- South Puget Sound Area Bank of America CorpFinancial Solutions Advisor- South Puget Sound AreaLakewood, WA$70,000–$80,000 / yearResponsibilities:• 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 recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written Communications Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.