Financial Planning Advisor - Seattle, WA Teachers Insurance and Annuity Association of America (TIAA)Financial Planning Advisor - Seattle, WASeattle, WA$84,400–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Financial Advisory Senior Area Manager Wells Fargo BankFinancial Advisory Senior Area ManagerBellevue, Washington$191,000–$305,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Develop and guide a culture of talent development to meet business objectives and strategy Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approach.
Financial Wellness Associate Keybank National AssociationFinancial Wellness AssociateSeattle, WA$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Financial Representative with Business Development Focus Northwestern Mutual - Puget SoundFinancial Representative with Business Development FocusBellevue, WAFull timeBuild Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
Financial Wellness Associate KeyCorpFinancial Wellness AssociateMercer Island, WA$19.23–$28.37 / hourConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Patient Financial Counselor Providence Health & ServicesPatient Financial CounselorEdmonds, WA$23.39–$35.78 / hourIt is comprised of eight hospital campuses (Ballard, Edmonds, Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (East King County) and the Mill Creek area in Everett; and Providence Swedish Medical Group, a network of 190+ primary care and specialty care locations throughout the Puget Sound. Requsition ID: 459335 Company: Swedish Jobs Job Category: Patient Financial Services Job Function: Revenue Cycle Job Schedule: Full time Job Shift: Day Career Track: Admin Support Department: 3900 SS CUST SVC Address: WA Edmonds 21601 76th Ave W Work Location: Swedish Edmonds 21601 76th Workplace Type: On-site Pay Range: $23.39 - $35.78
Personal Financial Counselor- Marysville, WA Magellan Health ServicesPersonal Financial Counselor- Marysville, WAMarysville, WAServices 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. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Pfc- Camp Murray, WA Magellan Health ServicesPersonal Financial Counselor, Pfc- Camp Murray, WATacoma, WAServices 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. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Senior Financial Planner Range Finance, Inc.Senior Financial PlannerBellevue, WAActive 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.
NewChief Financial Officer Sunrise Services IncChief Financial OfficerEverett, WA$125,257.60–$210,246.40 / yearGeneral Responsibilities: Provides financial guidance to the Chief Executive Officer, Chief Operating Officer and the senior leadership team in the development, implementation and accomplishment of the financial operations and goals of the company. Provides oversight to the analysis of the financial implications of the organization's strategic plans, proposed capital expenditures and impact of new payment models, changing economic environment and/or regulatory changes.
Personal Financial Counselor- Marysville, WA Magellan Health IncPersonal Financial Counselor- Marysville, WAMarysville, WAServices 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. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Assignment Ready Counselor (ARC) Personal Financial Counselor, - Washington Magellan Health IncAssignment Ready Counselor (ARC) Personal Financial Counselor, - WashingtonMarysville, WAServices 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. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Systems Analyst PACCAR IncFinancial Systems AnalystBellevue, WA$104,000–$160,000 / yearPACCAR Inc is recognized as a global leader in the commercial vehicle, financial, and customer service fields with internationally recognized brands such as Kenworth, Peterbilt, and DAF trucks. PACCAR is a global technology leader in the design, manufacture and customer support of high-quality light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt and DAF nameplates.
NewTeller - Everett Financial Center Boeing Employees' Credit UnionTeller - Everett Financial CenterEverett, Washington$21.65–$24.23 / hourWith your excellent member service skills and knowledge of credit union policies and procedures, you will ensure that all teller transactions are conducted accurately, professionally, and in a timely manner, making a positive impact on our members' banking experience. Build Member Relationships: Identify member needs and connect them with products, services, and digital banking solutions that support their financial goals while contributing torelationship-buildingand service goals.
NewTeller - Tukwila Financial Center Boeing Employees Credit UnionTeller - Tukwila Financial CenterTukwila, WA$21.65–$24.23 / hourWith your excellent member service skills and knowledge of credit union policies and procedures, you will ensure that all teller transactions are conducted accurately, professionally, and in a timely manner, making a positive impact on our members' banking experience. Support Team Success: Collaborate with teammates to support financial center operations, share knowledge, contribute to continuous improvement efforts, and help create an outstanding member experience.
Sr Business Services Specialist - King County Boeing Employees Credit UnionSr Business Services Specialist - King CountyWA$88,000–$107,500 / yearLead Proactive Outreach & Growth: You'll create and execute outbound calling strategies to onboard new members, deepen existing relationships, and uncover opportunities across banking, lending, and investment needs. Drive Business Lending Opportunities: You'll identify, structure, and process business lending requests-including term loans, lines of credit, vehicle loans, credit cards, and commercial real estate up to $250K.
Phlebotomist Patient Services Representative GTTPhlebotomist Patient Services RepresentativeSeattle, WALeveraging a large clinical laboratory database, the organization delivers insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management for patients and providers worldwide. The PSR I has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures and drawing blood specimens in a skillful, safe, and accurate manner.
Associate Banker - Healthcare Services- Associate JPMorgan Chase & CoAssociate Banker - Healthcare Services- AssociateSeattle, WAYou will have the opportunity to work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, exhibiting a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and manage internal and external client dialogue.
M&A Financial Due Diligence Manager DeloitteM&A Financial Due Diligence ManagerSeattle, WA$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
Associate Director of Ambulatory Services - OB/GYN and Specialty Procedures University of WashingtonAssociate Director of Ambulatory Services - OB/GYN and Specialty ProceduresSeattle, WANearly 29,000 healthcare professionals, researchers, and educators work in the UW Medicine family of organizations that includes: Harborview Medical Center, UW Medical Center - Montlake, UW Medical Center - Northwest, Valley Medical Center, UW Medicine Primary Care, UW Physicians, UW School of Medicine, and Airlift Northwest. The Associate Director will lead a subset of UW Medicine's ambulatory service lines, including our Women's Health, Reproductive Care, and OB/GYN Clinics with the addition of some procedural units.