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.
Financial Advisor Northwestern MutualFinancial AdvisorSeattle, 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.
Senior Associate Financial Advisor First Technology Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearFull timeAbility to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice’s strategic plans and assist in the day-to-day management of the office.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)Seattle, WA$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
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.
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 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 Wellness Associate KeyCorpFinancial Wellness AssociatePoulsbo, 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.
Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPManager - Transaction Advisory ServicesSeattle, WA$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
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.
Tax Senior, Sustainability Credits - National Federal Tax Services Deloitte Touche Tohmatsu LtdTax Senior, Sustainability Credits - National Federal Tax ServicesSeattle, WA$78,625–$160,750 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Manager - LSHCSeattle, WA$141,200–$278,300 / yearYou will work as part of cross-functional teams providing financial, accounting, operational and commercial due diligence, bringing your skills to the M&A deal to manage and analyze the data in regulated life sciences and healthcare environments and utilize your visual analytics skills to tell a compelling story of our findings around revenue quality, pricing realization, reimbursement exposure, and operational performance. Work you'll do: As a Manager, Strategy, Growth, and Transformation on the M&A team, you will be a key member serving client M&A deal teams through gathering, analyzing, validating, and normalizing transactional, commercial, and operational data (e.g., product-level sales, claims data, rebate and chargeback data, inventory, pipeline, and customer/channel data) to develop and test hypotheses for a given M&A deal.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsSeattle, WA$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Financial Specialist Sea Mar Community Health CentersFinancial SpecialistSeattle, WASea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing quality, comprehensive health, human, housing, educational and cultural services to diverse communities, specializing in service to Latinos in Washington State. Job Description: Position Summary The Financial Specialist provides financial screening and patient account management to Sea Mar clients in the mental health, homeless, domestic violence and substance use disorder programs.
Energy Services Strategic Sales - Western US Trane Technologies PlcEnergy Services Strategic Sales - Western USBellevue, WA$106,200–$248,200 / yearDL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.
Mortgage Advisor - Tukwila Financial Center Boeing Employees Credit UnionMortgage Advisor - Tukwila Financial CenterTukwila, WA$26.35–$32.12 / hourYour expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantSeattle, WA$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Customer Service Rep / Account Services Associate / Inside Sales Assistant Specialty Distribution Group LLCCustomer Service Rep / Account Services Associate / Inside Sales AssistantMarysville, WA$22–$23 / hourIf you are a resourceful team player, with a positive, professional attitude, then we want you to join our team working closely with Outside Sales Reps, Production Personnel, Insides Sales, Credit and Delivery to support the order fulfillment process. At Service Partners, you will be part of a diverse and inclusive team that reflects our values of integrity and innovation by delivering solutions that make a difference in the communities we serve.
Experienced Associate - Transaction Advisory Services Baker Tilly Virchow KrauseLLPExperienced Associate - Transaction Advisory ServicesSeattle, WA$63,490–$100,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.