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 - EASTSIDE Market Bank of AmericaFinancial Solutions Advisor - EASTSIDE MarketRedmond, WashingtonUS - WA - Bellevue - 10572 NE 4th St - Bellevue FC (WA3191), US - WA - Bellevue - 10833 NE 2ND ST, BELLEVUE ON 2ND (WA3189), US - WA - Bellevue - 12727 SE 38th St - FACTORIA BC (WA3122), US - WA - Bellevue - 14440 Se Eastgate Way - EASTGATE BC (WA3120), US - WA - Bellevue - 15600 NE 8TH ST - CROSSROADS BELLEVUE (WA3181), US - WA - Kenmore - 7110 Ne Bothell Way - KENMORE BC (WA4122), US - WA - Kirkland - 101 Kirkland Ave - KIRKLAND BC (WA3137), US - WA - Kirkland - 11617 97TH LN NE - JUANITA BC (WA3131), US - WA - Kirkland - 12424 Totem Lake Blvd Ne - TOTEM LAKE BC (WA3170), US - WA - Redmond - 15253 NE 40th St - Microsoft Campus (WA3192), US - WA - Redmond - 22340 NE MARKETPLACE DR - REDMOND RIDGE BC (WA3169), US - WA - Redmond - 2400 148th Ave Ne - OVERLAKE PARK BC (WA3152), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Sammamish - 3090 ISSAQUAH PINE LAKE RD SE - PINE LAKE BC (WA4135), US - WA - Sammamish - 500 228th Ave Ne - SAMMAMISH HIGHLAND BC (WA3162). 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.
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.
NewFinancial Solutions Advisor- Seattle Area Bank of AmericaFinancial Solutions Advisor- Seattle AreaSeattle, WashingtonUS - WA - Edmonds - 306 Main St - EDMONDS BC (WA4115), US - WA - Lynnwood - 3220 188th St SW - ALDERWOOD BC (WA4101), US - WA - Lynnwood - 5727 196th St Sw (WA4127), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 2800 Ne 125th St - LAKE CITY BC (WA3138), US - WA - Seattle - 345 NE Northgate Station Pl - Northgate (WA3150), US - WA - Seattle - 3601 Stone Way N - STONE WAY BC (WA3168), US - WA - Seattle - 404 N 85th St - GREENWOOD BC (WA3130), US - WA - Seattle - 4112 E Madison St - MADISON PARK BC (WA3140), US - WA - Seattle - 4622 25TH AVE NE - UNIVERSITY VILLAGE # 2 (WA3187), US - WA - Seattle - 4701 University Way Ne - University (WA3171), US - WA - Seattle - 8405 35th Ave Ne - WEDGWOOD BC (WA3175), US - WA - Shoreline - 1121 N 205TH ST - AURORA VILLAGE BC (WA3104), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100). 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.
PWM Senior Wealth Planner U.S. BankPWM Senior Wealth PlannerSeattle, Washington$157,230–$192,170 / yearBasic Qualifications - Bachelor's degree or equivalent work experience - Typically 10 or more years of weath planning experience Preferred Skills/Experience - Strong client presentation skills - Proficiency to learn and present with planning software - Basic knowledge of financial planning concepts - Ability to independently learn complex planning concepts & software -JD, CPA, CTFA, CFP and/or advanced degree - Extensive knowledge of Wealth Management products & services - Problem solving and analytical skills - Effective verbal and written communication skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . In 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.
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 AdvisorIssaquah, 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.
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.
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.
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.
Senior Store Planner REI (Recreational Equipment Inc.)Senior Store PlannerSeattle, Washington$85,400–$136,700 / yearAdditional r esponsibilities include leading all aspects of the store planning process to include cross-collaboration in a variety of new and existing retail store projects and ensur ing a compelling customer experience in REI retail stores . To work towards this commitment and fulfill our brand promise of inspiring and enabling a life outside for everyone, we seek employees who demonstrate different ways of working, create a sense of belonging, and actively listen and learn.
Senior Supply Chain Planner Advatix, Inc.Senior Supply Chain Plannerseattle, WA$80,000–$90,000 / yearSupply Chain Planner contributes to GCG 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. Key Responsibilities Responsibilities and essential job functions include but are not limited to the following: Conducts ongoing development of inventory strategies to determine cost-effective use of inventory investment while maximizing inventory turns and meeting service level targets.
Manufacturing Planner SonacaManufacturing PlannerAuburn, Washington$24–$28 / hourIn 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.
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 Code and Policy Planner Bellevue City CouncilSenior Code and Policy PlannerBellevue, WARemote$106,986.45–$147,677.42 / yearCurrently, the Code and Policy team is busy with several major projects such as the BelRed code changes, Downtown Livability 2.0 code changes, implementing amendments related to the Citys Affordable Housing Strategy, amending the code to align with legislative changes, as well as multiple other code development efforts. Demonstrated skill for developing and maintaining productive relationships with elected officials, community leaders, advisory boards, City department representatives, the news media, and the general public.
Demand Planner - Network Hardware Microsoft CorpDemand Planner - Network HardwareRedmond, WA$130,900–$277,200 / yearMinimum qualifications: Bachelors Degree in Computer Science, Engineering, Supply Chain, Information Technology (IT), Business, Operations, Finance, Accounting, Data Science, or related field AND 8+ years supply chain, inventory management or sales operations experience, preferably in planning (demand/supply/forecasting), cloud industry experience, infrastructure, data science, and/or channel management experience. Microsoft Cloud Planning (MCP) is the central planning function within CSCP focused on forecasting, demand planning, and supply planning for all Microsoft Cloud services and associated hardware, directly impacting the success of Microsofts cloud business.
Supply-Demand Planner 4 Oracle CorpSupply-Demand Planner 4Seattle, WA$87,000–$178,100 / yearOracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle''s differing products, industries and lines of business. Familiarity with cloud/platform environments such as OCI, AWS, Azure, or Google Cloud (IaaS/PaaS/SaaS), especially where supply planning is tied to capacity delivery.
Sr. Merchandise Planner - HOKA DTC Deckers Outdoor CorpSr. Merchandise Planner - HOKA DTCWA$79,900–$107,800 / yearInterested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts, Minnesota, New York, Oregon, Pennsylvania, Texas, Utah, Washington. Join Deckers Brands as a Senior Merchandise Planner for HOKA DTC and play a key role in shaping the financial success of one of our fastest-growing brands.