Associate Client Advisor AtriumAssociate Client AdvisorSeattle, WAThe Associate Client Advisor (ACA) will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. Responsibilities of the Associate Client Advisor: Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.
Client Advisor AtriumClient AdvisorSeattle, WAThe Client Advisor will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. This opportunity is ideal for a client-facing financial services professional who enjoys working in a small-office environment and is ready to take on meaningful responsibility while supporting long-term client relationships.
New Accounts Representative Heritage BankNew Accounts RepresentativePuyallup, WA$23.84–$28.61 / hourThe Canyon Rd Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Commercial Banking Officer - Vancouver, WA Heritage BankCommercial Banking Officer - Vancouver, WAVancouver, WA$91,707–$114,639 / yearHeritage Bank's Commercial Banking Center in Vancouver, WA is seeking an experienced commercial banking officer that will provide a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. Travel Time: Varies – 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver’s license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.
Finance Director City of Lake Forest ParkFinance DirectorLake Forest Park, WAFull timeDevelops and maintains a workforce committed to, and with highly developed competencies in, customer service, results orientation, and teamwork; develops priorities and assigns tasks/projects; selects, trains, motivates, mentors and evaluates staff; meets regularly with staff to discuss and resolve priorities and workload and technical issues; establishes and monitors employee performance objectives; plans, directs and coordinates work plans; provides or coordinates staff training; works with employees to correct deficiencies; implements corrective action. The Finance Director is responsible for the overall leadership and management of the Finance & IT department including budgeting, financial planning, debt management, accounts payable and receivable, cash management, payroll, utility billing, business licensing and taxation, and information services; Manages assigned staff and assures that department activities and operations follow State and Federal regulations, and City policies and procedures.
Senior Wealth & Trust Advisor Baker Boyer BankSenior Wealth & Trust AdvisorWalla Walla, WA$107,000–$166,000 / yearFull timeAs a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts. Paid Leave- 10 days* of Vacation time – The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.
Sr Mortgage Advisor - Greater Puget Sound BECUSr Mortgage Advisor - Greater Puget SoundTukwila, WAFull timeBuild Powerful Partnerships: You'll develop and nurture strong relationships with real estate agents, builders, financial advisors, and community influencers to grow your referral network. You won't just originate loans-you'll create lasting partnerships, strengthen communities, and expand BECU's impact by connecting members to the right financial solutions at the right time.
Associate Private Client Advisor KeyBankAssociate Private Client AdvisorUnion Gap, WAFull timePartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Private Client Advisor KeyBankPrivate Client AdvisorMoses Lake, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
Mortgage Advisor - King County BECUMortgage Advisor - King CountyTukwila, WAFull timeYour 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.
Senior Vice President, Portfolio Management (Native American Financial Services KeyBankSenior Vice President, Portfolio Management (Native American Financial ServicesSeattle, WAFull timeAdditionally, 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. Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources.
Global Treasury & Payments Advisor/Associate First Citizens BankGlobal Treasury & Payments Advisor/AssociateSeattle, WAFull timeDemonstrated ability to build high-trust partnerships with both Senior Advisors and client decision-makers.* Operational Excellence: High proficiency in leveraging CRM and internal sales tools to maintain precise reporting, client records, and pipeline velocity.* The ideal candidate will possess the sales acumen to independently identify, manage, and close core product opportunities, combined with the technical proficiency to streamline internal processes and develop high-impact client presentations.
Sales Advisor V - Bellevue Service Center Rivian Automotive, LLCSales Advisor V - Bellevue Service CenterClyde Hill, WA$50,600–$63,300 / yearFull timeServe as Manager on Duty by performing keyholder responsibilities for opening and closing the location, ensuring all policies and procedures are followed, oversee daily operations by completing checklists, leading team huddles, assigning tasks, and providing comprehensive business recaps. No drug or alcohol related driving incidents in the last 3 years; No more than 1 serious moving violation in the last 3 years; No driving related suspensions or revocation of Driver License within a 3-5 year period; Will be subject to continuous Motor Vehicle Record (MVR) monitoring.
Senior Private Client Advisor Marsh & McLennanSenior Private Client AdvisorSeattle, WAFull timeWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages.
Academic Advisor Washington State UniversityAcademic AdvisorPullman, WAFull timeThis position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. They help students navigate University policies, degree requirements, and college-specific expectations, while also helping students develop career goals, action plans, and connecting them with high-impact learning experiences such as internships, study abroad programs, industry networking events, student organizations and scholarship opportunities, all essential components of the CCB's emphasis on experiential and applied learning.
Academic Coordinator/Advisor Health Professions Student Center Washington State UniversityAcademic Coordinator/Advisor Health Professions Student CenterPullman, WA$3,750.85–$4,574.20 / monthFull timeBackground Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. To request disability accommodation in the application process, contact Human Resource Services: 509-335-4521 (v), Washington State TDD Relay Service: Voice Callers: 1-800-833-6384; TDD Callers: 1-800-833-6388, 509-335-1259(f), or https://hrs@wsu.edu.
Student Services Coordinator/Advisor 2 Washington State UniversityStudent Services Coordinator/Advisor 2Pullman, WA$4,061.90–$4,858.96 / monthFull timeBackground Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. In this role, you assist SEB programming committees with developing and implementing long-range strategic plans while providing budget oversight; you work with each student programmer to plan, organize, and execute a comprehensive schedule of events throughout the academic year; and you maintain positive working relationships with a wide variety of internal and external organizations.
Student Affairs Advisor Washington State UniversityStudent Affairs AdvisorPullman, WA$3,750.85–$5,397.56 / monthFull timeYour responsibilities will include, but are not limited to, implementing systems and methods for student programs and services; advising and mentoring students; preparing College of Medicine policy, procedures, and updates; developing and participating in student workshops and trainings; functioning as a liaison with University faculty, supervisors, and internal and external constituents; monitoring and evaluating student services and operational effectiveness through a continuous quality improvement lens; and leading impactful changes when required. Background Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need.
Academic Coordinator/Advisor Washington State UniversityAcademic Coordinator/AdvisorPullman, WA$3,750.85–$4,000 / monthFull timeThis position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. This position will carry an academic advising load reflecting a diverse student population; participate in the delivery of Murrow Center for Student Success services to include drop-in advising, advising appointments, and related advising events to include assistance with reviewing and on occasion presenting advising related material for Com 138, and represent the Murrow College at recruitment and orientation programs.
Asset & Wealth Management, Private Wealth Management, Financial Analyst - Seattl Goldman SachsAsset & Wealth Management, Private Wealth Management, Financial Analyst - SeattlSeattle, WA$75,000–$125,000 / yearFull timeOur Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Quality Advisor Ledcor Industries Inc.Quality AdvisorSpokane, WAFull timeLedcor Technical Services (LTS) designs, builds, and maintains wireline or wireless networks that span North America and beyond. Provide guidance and support to junior QA inspectors while collaborating with construction team members to track field progress and address quality issues as they arise.
Financial Wellness Associate KeyBankFinancial Wellness AssociateBellevue, WAFull timeConsumer 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.
Improvement Advisor Qualis HealthImprovement AdvisorSeattle, WA$74,000–$94,000 / yearFull timeGuide organizations through quality improvement and practice transformation initiatives* Coach stakeholders on data collection, interpretation, and performance improvement strategies* Design and implement evidence-based quality improvement interventions* Facilitate learning collaboratives, trainings, and stakeholder engagement meetings* Partner with interdisciplinary teams to support patient safety, community engagement, and population health initiatives* Track and document activities using CRM and project management tools. Bachelor's degree in public health, health care, or a related field4+ years of health care experience, including quality improvement work2+ years of project management experiencePrevious outpatient clinic experience preferred Strong knowledge of quality improvement methods, health care terminology, and clinical workflows Excellent communication and stakeholder engagement skills.
Financial Manager - Operational Finance (TRAVEL REQUIRED) Turner ConstructionFinancial Manager - Operational Finance (TRAVEL REQUIRED)Seattle, WAFull timeWhile 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 Finance and other related team members, provide timely performance feedback and contribute to performance appraisals during annual performance cycle utilizing talent management systems.*
Sr Financial Analyst - Member & Digital Experience BECUSr Financial Analyst - Member & Digital ExperienceSeattle, WAFull timeYou'll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst - Member & Digital Experience, you'll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.
Sr Financial Analyst - Technology BECUSr Financial Analyst - TechnologyTukwila, WAFull timeMinimum 7 years offunctional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives and building business cases for ROI and NPV for leadership decision making, and using One Stream andQuickviewas well as Excel modeling and financial analysis skills. Cross-Functional Collaboration:Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management to align financial planning efforts with enterprise priorities.
Director, Financial Reporting and Analysis Services Washington State UniversityDirector, Financial Reporting and Analysis ServicesPullman, WARemote$8,342–$13,317 / monthFull timeBackground Check: This position has been designated by the department to require a background check because it requires access to children or vulnerable adults as defined by https://apps.leg.wa.gov/rcw/default.aspx?cite=74.34, engages in law enforcement, requires security clearance, interacts with WSU students in a counseling or advising capacity, has access to personal identifying and/or financial information, unsupervised access to university buildings/property, or other business-related need. To request disability accommodation in the application process, contact Human Resource Services: 509-335-4521 (v), Washington State TDD Relay Service: Voice Callers: 1-800-833-6384; TDD Callers: 1-800-833-6388, 509-335-1259(f), or https://hrs@wsu.edu.
Team-Based Financial Advisor - Holder & Albrecht Financial Group Thrivent Financial for LutheransTeam-Based Financial Advisor - Holder & Albrecht Financial GroupSpokane, WA$60,000–$80,000 / yearA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA Thrivent Financial for LutheransAssociate Financial Advisor - Afton Union Financial Group - Seattle, WASeattle, WA$100,000–$140,000 / yearAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorWA$45,000–$100,000 / yearWe know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorEdmonds, WAFull-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. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor Edward JonesFinancial AdvisorBothell, WA$45,000–$100,000 / yearNo ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
Associate Financial Advisor Edward JonesAssociate Financial AdvisorCamas, WAJob Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + At least 3-5 years of relevant experience in securities industry preferred + FINRA licenses required within three months. **Key responsibilities with existing and newly created clients** Responsibilities may include: + Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Team-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA Thrivent FinancialTeam-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WAGig Harbor, WA$75,000–$90,000 / yearAbout Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor in Training Robert W Baird & Co IncFinancial Advisor in TrainingYakima, WA$60,000–$100,000 / yearThis includes the following: • Complete Baird sales training and consistently achieve new client asset and revenue growth goals • Independently source, prospect, and close new business through networking, target markets, and referrals • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings. What You'll Bring to Baird: • Bachelor's Degree • Minimum 3 years of professional experience prior to entering the four-year development path • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) • Entrepreneurial mindset with a focus on quality new client acquisition • Strong interpersonal, communication, and presentation skills • Coachable and collaborative team approach • Ability to build trusted relationships with clients and team members.
Senior Associate Financial Advisor First Tech Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearAbility 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. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
NewMerrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Seattle MarketBellevue, WA$80,000–$90,000 / yearOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington; Seattle, Washington; Tacoma, Washington; Everett, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Lead Financial Advisor Ivy Way PlacementsLead Financial AdvisorBellingham, WashingtonMinimum 5 -7 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisors and their client relationships.
Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA Thrivent FinancialTeam Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WABellevue, WA$75,000–$90,000 / yearWhether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-motivated with a strong sense of ownership and accountability for delivering results + Proactive problem-solver who thrives with minimal supervision + Strong self-starter mindset with the ability to prioritize and manage multiple tasks + Ability to foster relationships with existing and new clients/members + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions + Ability to maintain integrity of sensitive/confidential information Requirements + Bachelor's degree or equivalent experience. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Team-Based Financial Advisor - Holder & Albrecht Financial Group Thrivent FinancialTeam-Based Financial Advisor - Holder & Albrecht Financial GroupSpokane, WA$60,000–$80,000 / yearWhether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions + Ability to maintain integrity of sensitive/confidential information Requirements + Bachelor's degree or equivalent experience. + Participate in events to attract new clients and provide financial education to the local community + Research and respond to client inquiries + Collaborate with Lead Advisor on complex scenarios + Schedule, prep, and document all your client meetings + Other responsibilities as assigned by the Lead Advisor Desired Characteristics Our culture and our people are special.
NewSenior 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. Member FINRA / SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Advisor Development Program - Financial Solutions Advisor Trainee- University Place Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee- University Place Financial CenterUniversity Place, WA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WASeattle, WAFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteWARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor Northwestern MutualFinancial AdvisorSpokane Valley, 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.
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorSeattle, WA$71,800–$97,100 / yearAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Financial Advisor ( Family Advisor) Parcion Private WealthFinancial Advisor ( Family Advisor)Bellevue, WA$88,000–$150,000We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events — while collaborating with internal specialists and external professionals to deliver a seamless client experience.
Merrill Advisor Development Program - Financial Advisor: Mountain West Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Mountain West MarketSpokane, WashingtonEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonKennewick, WAWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Advisor Development Program - Financial Solutions Advisor - Wilderness Village Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor - Wilderness Village Financial CenterMaple Valley, WAIn that role you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. On screen copy Advise clients on their investment goals in order to pursue those goals I interact with clients from all walks of life from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.