Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSeattle, WashingtonKey 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
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.
Financial Solutions Advisor - EASTSIDE Market Bank of America CorpFinancial Solutions Advisor - EASTSIDE MarketRedmond, 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. Back to search results Financial Solutions Advisor - EASTSIDE Market Redmond, Washington; Bellevue, Washington; Kenmore, Washington; Kirkland, Washington; Kirkland, Washington; Kirkland, Washington; Redmond, Washington; Sammamish, Washington; Bellevue, Washington; Bellevue, Washington; Bellevue, Washington; Redmond, Washington; Redmond, Washington; Sammamish, Washington; BELLEVUE ON 2ND (WA3189), Bellevue Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Private Bank Office - West Market Bank of AmericaFinancial Solutions Advisor - Private Bank Office - West MarketBellevue, WashingtonKey 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. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
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.
Inventory Planner III StratAcuity Staffing Partners IncInventory Planner IIIKirkland, WA$22–$29 / hourIn terms of professional development, Everforth 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. Everforth 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.
PWM Senior Wealth Planner U.S. BankPWM Senior Wealth PlannerSeattle, WashingtonIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning.
Senior Medical Planner Perkins+Will IncSenior Medical PlannerSeattle, WA$128,100–$188,300 / yearBrings deep expertise in medical architecture, clinical operations, and master planning, with a proven ability to partner with clients and multidisciplinary teams to deliver high-performing, future-focused healthcare solutions aligned with long-term goals and Living Design principles. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Medical Planner Perkins+Will IncMedical PlannerSeattle, WA$96,800–$129,000 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Professional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation.
Cleanup Grants Program Planner & Grant Manager (Environmental Planner 4) State of WashingtonCleanup Grants Program Planner & Grant Manager (Environmental Planner 4)WA$6,703–$9,012FSU provides budget and financial management services, cost recovery coordination, contracts and interagency agreement management, Voluntary Cleanup Program operations (VCP), Remedial Action Grant (RAG) Program administration, cleanup grants supporting affordable housing development, planning grants, and engineering services to TCP staff statewide enabling the program to successfully execute its mission to clean up contaminated sites and protect human health and the environment. Ecology employees may be eligible for the following: Medical/Dental/Vision for employee & dependent(s), Public Employees Retirement System (PERS), Vacation, Sick, and other Leave , 11 Paid Holidays per year , Public Service Loan Forgiveness, Tuition Waiver, Long Term Disability & Life Insurance, Deferred Compensation Programs, Dependent Care Assistance Program (DCAP), Flexible Spending Arrangement (FSA), Employee Assistance Program, Commute Trip Reduction Incentive, Combined Fund Drive, SmartHealth *Click here for more information.
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.
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.
Investment Consultant - Tukwila, WA FidelityInvestment Consultant - Tukwila, WATukwila, WashingtonRemotePlease 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.
Materials Planner III, Supplies & Accessories OSI Systems, IncMaterials Planner III, Supplies & AccessoriesSnoqualmie, Washington$80,000–$120,000 / yearhas three operating divisions: (a) Security, providing security and inspection systems, turnkey security screening solutions and related services; (b) Healthcare, providing patient monitoring, diagnostic cardiology and anesthesia systems; and (c) Optoelectronics and Manufacturing, providing specialized electronic components and electronic manufacturing services for original equipment manufacturers with applications in the defense, aerospace, medical and industrial markets, among others. This role owns the statistical baseline forecast and cross-functional consensus demand plan, translates demand into replenishment signals (MRP/DRP), and partners with Sales, Marketing, Finance, Quality/Regulatory, Operations, suppliers, and third-party distribution partners to manage constraints, mitigate risk, and drive forecast accuracy and inventory turns.
PWM Senior Wealth Planner U.S. BancorpPWM Senior Wealth PlannerSeattle, WA$148,495–$174,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning.
Senior Planner, Climate Adaptation and Resilience Brown and Caldwell IncSenior Planner, Climate Adaptation and ResilienceSeattle, WA$129,000–$177,000 / yearThis role focuses on leading overall project delivery teams, solving complex problems, and providing guidance and training to less experienced colleagues, with minimal direct supervision and limited oversight from management. The role will support ongoing Climate Readiness and OneWater plans with emphasis in the Pacific Area and broader Western Business Unit, as well as supporting company-wide opportunities that advance BC's Climate Strategy.
Market Supply Planning Operations Planner Brooks Sports IncMarket Supply Planning Operations PlannerSeattle, WA$70,007–$105,064 / yearAs the Market Supply Planning Operations Planner at Brooks, you will support MSP Global Operations by coordinating and maintaining key cross-regional planning processes, tools, reporting, and timelines that help connect planning decisions across regions and planning horizons. This role supports the continued buildout of MSP Global Operations by providing dedicated execution support for global processes, improving business continuity, strengthening cross-training, and creating more consistent planning outputs across regions.
Utility Planner - Pacific Northwest BKFUtility Planner - Pacific NorthwestSeattle, WA$79,168–$155,927 / yearThe Utility Planner will support planning and strategy projects for public-sector utility clients focused on water, wastewater, stormwater, and integrated urban watershed systems. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF, BKF reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Senior Supply Chain Planner Advatix, Inc.Senior Supply Chain Plannerseattle, WASupply Chain Planner contributes to the company's success by working closely with our customers, leading the development of tactical and strategic supply plans, and managing inventory levels to achieve customer service, supply chain, and financial objectives. Through its global talent acquisition practice, HRforGrowth applies world class rigor and precision to identifying exceptional professional and executive talent on behalf of its clients — from temporary staffing to permanent hourly workers through to placing C-suite executives.
Manufacturing Planner SonacaManufacturing PlannerAuburn, WashingtonIn all actions, support the Quality Policy, Mission Statement, and other policies and procedures by supporting our commitment to total customer satisfaction, quality products and services, lean processes, continuous improvement, on-time delivery, safety, taming, individual accountability, and respect for people. Sonaca North America d oes not ask for any financial commitments from candidates as a pre-employment requirement and will always require candidates to formally apply for positions via the Careers Page or job postings.