NewVP, Financial Consultant - Redmond, WA Charles SchwabVP, 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.
NewVP, Financial Consultant - Seattle, WA Charles SchwabVP, 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.
NewHome Loan Consultant - Financial Services Background Preferred Generations Home LoansHome Loan Consultant - Financial Services Background PreferredKirkland, WA$150,000–$300,000 / yearYou will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community.
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.
VP, Financial Consultant Lynnwood, WA The Charles Schwab CorpVP, Financial Consultant Lynnwood, WALynnwood, 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.
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.
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.
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.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantKirkland, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Strategic Deal Consultant, AWS Growth Initiatives Amazon.com IncStrategic Deal Consultant, AWS Growth InitiativesSeattle, WAWorking directly with AWS senior leadership, enterprise account teams, and cross-functional stakeholders, you will own deal qualification, commercial strategy, and proposal development for large-scale migration and modernization opportunities. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Financial Consultant (Remote) Melius ConsultingFinancial Consultant (Remote)Tacoma, WashingtonRemoteConsult with Confidence: Present clear, compelling financial solutions that clients can trust, knowing you bring the same dedication to your work as you did to your service. Commitment to Excellence: A valid state life insurance license (or a willingness to get licensed through our support) demonstrates your readiness to make a difference.
CFO Advisory Consultant Ascend Partner Services LLCCFO Advisory ConsultantKirkland, WA$135,000–$189,000 / yearOur Client Accounting & Advisory Services practice delivers the full spectrum of outsourced finance support - from Reactive Accounting (end to end general ledger accounting, AP, spend management, invoicing, payroll, and state/local tax reporting) to Proactive Accounting (cash flow management, budgeting, forecasting, Controller and CFO advisory, pre-acquisition diligence, and systems evaluation/implementation). Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential.
Financial Services Consultant- Part time/remote GFI-Team IkigaiFinancial Services Consultant- Part time/remoteSeattle, WARemoteThis role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.
Financial Consultant- Bellevue, WA FidelityFinancial Consultant- Bellevue, WABellevue, 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 Consultant - Lynnwood, WA FidelityFinancial Consultant - 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 Consultant - Seattle, WA FidelityFinancial 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.
CFO Advisory Consultant Ascend Partner FirmsCFO Advisory ConsultantKirkland, Washington$135,000–$189,000 / yearOur Client Accounting & Advisory Services practice delivers the full spectrum of outsourced finance support — from Reactive Accounting (end to end general ledger accounting, AP, spend management, invoicing, payroll, and state/local tax reporting) to Proactive Accounting (cash flow management, budgeting, forecasting, Controller and CFO advisory, pre-acquisition diligence, and systems evaluation/implementation). Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
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.
Expert Consultant, CFO Excellence BCG Digital VenturesExpert Consultant, CFO ExcellenceSeattle, WALocations: Atlanta | Austin | Boston | Brooklyn | Chicago | Dallas | Denver | Detroit | Durham | Houston | Los Angeles | Miami | Minneapolis | Nashville | New York | Philadelphia | Pittsburgh | San Diego | San Francisco | Seattle | Summit | WashingtonWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. Proven experience working on finance transformation programs including: operating model redesign, process re-engineering, technology enablement, shared services, finance technology, budgeting, management reporting and Business Intelligence, core accounting, tax, treasury, internal audit, AI and machine learning.
Mergers and Acquisitions Financial Due Diligence Senior Consultant Deloitte Touche Tohmatsu LtdMergers and Acquisitions Financial Due Diligence Senior ConsultantSeattle, WA$105,400–$207,800 / yearThe team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long-term, measurable impact. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.