Senior Associate Financial Planner - CFP & Series 7 Talent Search PROSenior Associate Financial Planner - CFP & Series 7Bellevue, WashingtonA wealth advisory firm in Bellevue, Washington is looking for a Senior Associate Financial Planner to work directly with high net worth clients, support portfolio management and grow into an independent client relationship manager. They need someone who understands their life, anticipates their needs and gives advice that holds up when markets get uncomfortable.
NewFinancial Services Representative - Lynnwood, WA FidelityFinancial Services Representative - Lynnwood, WALynnwood, 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.
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).
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.
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 COUNSELOR University Health Services IncFINANCIAL COUNSELORKIRKLAND, WAQualifications Education & Experience: High school graduate with a minimum of two years experience in admissions and/or collections Working knowledge of managed care and business software programs A good understanding of insurance plans and the ability to interpret benefits and calculate copays, deductibles, and coinsurance is also very helpful About Universal Health Services One of the nation's largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Operating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located all over the U.S. States, Washington, D.C., Puerto Rico and the United Kingdom.
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.
Supply Chain Senior Financial Analyst Helion Energy IncSupply Chain Senior Financial AnalystEverett, WALeverage Excel, ERP systems (NetSuite or Oracle Fusion or SAP preferred), BI platforms (Power BI, Tableau), and AI tools (ChatGPT, Copilot, Claude, Cohere, etc.) to enhance reporting, improve processes, and support the implementation of new financial technologies. Since Helions founding in 2013, we have raised $1.5 billion from long-time investors such as Sam Altman, Mithril, and Capricorn Investment Group as well as new investors including Thrive Capital, LightSpeed Venture Capital, SoftBank, and others to propel us forward.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantSeattle, WAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Sr. Financial Systems Analyst F5, IncSr. Financial Systems AnalystSeattle, WA$112,800–$169,200 / yearWork across Accounting and cross-functional teams to uncover efficiency opportunities, including AI use cases, document requirements, and translate complex financial workflows into well-controlled technical solutions. F5 maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, geographic locations, and market conditions, as well as to reflect F5's differing products, industries, and lines of business.
VP, Financial Consultant Seattle, WA The Charles Schwab CorpVP, Financial Consultant Seattle, WASeattle, WAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Senior Staff Engineer - Financial Substantiation Platform *Hybrid* Geico InsuranceSenior Staff Engineer - Financial Substantiation Platform *Hybrid*Seattle, WA$120,000–$260,000 / yearGEICO seeks a Senior Staff Software Engineer to design, build, and scale the Substantiation Platform-systems that validate and reconcile financial data across enterprise sources, supporting controls, compliance, and auditability at high volume. You will work with Finance, Compliance, Product, the Financial Data Warehouse, and ERP-aligned teams to deliver reliable reconciliation services, clear data lineage, and integrate source systems with financial reporting and GL-related ERP workflows.
VP, Financial Consultant Redmond, WA The Charles Schwab CorpVP, Financial Consultant Redmond, WARedmond, WAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerSeattle, WA$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Chief Financial Officer YEAR UP CORPORATIONChief Financial OfficerSeattle, WA$300,000–$350,000 / yearYear Up United's nationwide presence includes Arizona, Austin, Bay Area, Charlotte, Chicago, Dallas/Fort Worth, Greater Atlanta, Greater Boston, Greater Philadelphia, Jacksonville, Los Angeles, the National Capital Region, New York City/Jersey City, Pittsburgh, Puget Sound, Rhode Island, South Florida, Tampa Bay, and Wilmington. These inequities only further perpetuate the opportunity gap that exists in our country-a gap that Year Up United is determined and positioned to close through three interconnected strategies: providing targeted skills training and connections to livable-wage employment for students and alumni; empowering others to serve and support young adults, and changing systems that perpetuate the opportunity gap.
Financial Manager - Operational Finance Turner Construction CoFinancial Manager - Operational FinanceSeattle, WA$140,000–$220,000 / yearIf the Bachelor's Degree is not in Finance or Accounting or a related finance field, completion of, or a commitment to pursue within one year, an approved accounting certificate (e.g., post-baccalaureate coursework or an accredited certification program such as CMA, CFA, or among others) or advanced business degree (e.g., MBA or Finance related Master's Degree) is required. While performing the duties of this job, the employee is frequently required to sit, climb, balance, stoop, kneel, crouch, crawl, use hands to finger, handle or feel objects, tools, or controls, and reach with hands, talk, and hear.
Lead Financial Advisor - Bellevue, WA Advisor Talent SolutionsLead Financial Advisor - Bellevue, WABellevue, WashingtonIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Senior Financial Analyst HelionSenior Financial AnalystEverett, WashingtonLeverage Excel, ERP systems (NetSuite or Oracle Fusion or SAP preferred), BI platforms (Power BI, Tableau), and AI tools (ChatGPT, Copilot, Claude, Cohere, etc.) to enhance reporting, improve processes, and support the implementation of new financial technologies. Since Helion's founding in 2013, we have raised $1.5 billion from long-time investors such as Sam Altman, Mithril, and Capricorn Investment Group as well as new investors including Thrive Capital, LightSpeed Venture Capital, SoftBank, and others to propel us forward.
Financial Solutions Advisor Stage II - Registration Candidate (Evergreen) Bank of AmericaFinancial Solutions Advisor Stage II - Registration Candidate (Evergreen)Mercer Island, 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. 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.
Workplace Financial Consultant - Seattle, WA FidelityWorkplace Financial Consultant - Seattle, WASeattle, 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.