Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorSeattle, WA$80,000–$95,000 / 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).
Associate Wealth Advisor International Search ConsultantsAssociate Wealth AdvisorSeattle, WashingtonThis position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.
Chief 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.
Manager of Financial Planning & Analysis (FP&A) HalmaManager of Financial Planning & Analysis (FP&A)Redmond, WashingtonFounded in 1976 and headquartered in Redmond, Washington, MicroSurgical Technology's passion is creating exceptional surgical devices and instruments used to restore or improve sight for patients all over the world. Reporting directly to the CFO, this role provides critical financial insight to executive leadership and serves as a strategic business partner across the organization.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankFederal Way, WashingtonRated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
NewWealth Advisor - Gesa Credit Union LPL Financial Holdings IncWealth Advisor - Gesa Credit UnionLynnwood, WAJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Chief Financial Officer Michigan Association of Superintendents and AdministratorsChief Financial OfficerKent, WA$149,000–$197,600 / yearOther essential functions may include, but are not limited to the following: Oversees all financial and business aspects of District operations, including directly, Business Services (accounting, accounts payable and accounts receivable), Payroll and Purchasing. While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk, hear (in a quiet or noisy environment).
Client Advisor Freestone Capital ManagementClient AdvisorSeattle, Washington$125,000–$150,000 / yearHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Client Advisor Freestone Capital Management LLCClient AdvisorSeattle, WA$125,000–$150,000 / yearHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Wealth Strategies Advisor Bank of AmericaWealth Strategies AdvisorSeattle, WashingtonKey responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
Financial Planning and Analysis Manager PCC Natural MarketsFinancial Planning and Analysis ManagerSeattle, WA$135,000–$155,000 / yearWork occurs in an office, a variety of off-site environments and in a grocery store environment which includes surfaces that can be wet and slippery, moderate noise level, and temperature extremes in controlled environments in the cooler and freezer, and depending on location, working outside in all temperatures. This role brings strong financial leadership experience in a multi-unit retail, grocery, or restaurant environment and understands the key drivers of a dynamic, community-focused business.
Lead Advisor, Pacific Northwest - KAR Virtus Investment Partners IncLead Advisor, Pacific Northwest - KARWARemote$120,000–$150,000 / yearThe Kayne Anderson Rudnick Lead Advisor ("LA") will partner with the Managing Director, Business Development Officer ("BDO") in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.
Wealth Advisor - Mechanics Bank LPL Financial ServicesWealth Advisor - Mechanics BankBellevue, WARated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Strategy & Transformation Advisor (Enterprise Commerce Architecture) Stripe IncStrategy & Transformation Advisor (Enterprise Commerce Architecture)Seattle, WAYou will help customers develop a clear, prescriptive point of view on how Stripe should fit within their future-state architecture and what that means for their commerce platforms, order management systems, enterprise resource planning (ERP) and finance estate, customer and loyalty systems, identity, data platforms, fulfillment operations, and engineering organization. Partner with account teams, enterprise service managers, sales leaders, and senior solutions architects to identify pursuits where enterprise commerce architecture expertise will materially improve customer confidence or decision quality.
Sales Advisor - Sony ActionLink Services LLCSales Advisor - SonySeattle, WA$18–$20 / hourWhat you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony''''s innovative technology. ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Seattle, WA!
Strategic Advisor-Clinical Assets (Hybrid) TrimedxStrategic Advisor-Clinical Assets (Hybrid)Seattle, WA$100,000–$130,000 / yearThis individual is intimately familiar with the client's asset management process and leverages TRIMEDX's proprietary Clinical Asset Informatics toolset to evaluate asset composition, inventory trends and asset performance to identify OpEx Savings, CapEx Avoidance and Cash Recovery opportunities and projects. Facilitates organizational communications regarding clinical asset lifecycle issues and makes connections between stakeholders needed to raise awareness, complete needed trouble-shooting and facilitate timely resolution of issues.
Strategic Advisor-Clinical Assets (Hybrid) Trimedx Holdings LLCStrategic Advisor-Clinical Assets (Hybrid)Issaquah, WA$100,000–$130,000 / yearThis individual is intimately familiar with the client's asset management process and leverages TRIMEDX's proprietary Clinical Asset Informatics toolset to evaluate asset composition, inventory trends and asset performance to identify OpEx Savings, CapEx Avoidance and Cash Recovery opportunities and projects. Facilitates organizational communications regarding clinical asset lifecycle issues and makes connections between stakeholders needed to raise awareness, complete needed trouble-shooting and facilitate timely resolution of issues.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorBellevue, Washington$84,000–$96,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
PWM Private Wealth Advisor US BankPWM Private Wealth AdvisorSeattle, WA$157,230–$192,170 / 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 PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Wealth Management Advisor U.S. BankWealth Management AdvisorAuburn, Washington$65,000–$80,200 / yearBasic Qualifications- Bachelor's degree, or equivalent work experience- Three to five years of experience in a financial sales position, preferably working with the affluent client segment- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance licensePreferred Skills/Experience- Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding- Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services- Extensive knowledge of private banking products and services, including credit processes and policies- Ability to effectively present investment strategies to clients and maintains a holistic approach to planning- Strong relationship management, sales and new business development skills- Well-developed analytical and problem-solving skills- Excellent interpersonal, verbal and written communication skills- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.