52 Results for

Financial Counselor Jobs in Tacoma, WA

Jobs

Olympia, WA30+ days ago

Full-time
Employee

Providence Shared Services is a service line within Providence that provides a variety of functional and system support services for our family of organizations across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.

Olympia, WA12 days ago

Full-time
Employee

Seattle, WA30+ days ago

Full-time
Employee

It is comprised of eight hospital campuses (Ballard, Edmonds, Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (East King County) and the Mill Creek area in Everett; and Providence Swedish Medical Group, a network of 190+ primary care and specialty care locations throughout the Puget Sound. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.

Clyde Hill, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. Lead Counselor at Science Factory Camp, you will support campers ages 6-12 through movementbased, highenergy activities designed to build teamwork, confidence, and fun.

Seattle, WA22 days ago

Temporary
Contractor
Full-time

Clyde Hill, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. About Science Factory CampScience Factory Camp is part of the Bright Horizons family, sharing a commitment to creating meaningful, confidence building experiences for children.

Seattle, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. About Science Factory CampScience Factory Camp is part of the Bright Horizons family, sharing a commitment to creating meaningful, confidence building experiences for children.

Bellevue, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. About Science Factory CampScience Factory Camp is part of the Bright Horizons family, sharing a commitment to creating meaningful, confidence building experiences for children.

Bellevue, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. As a Science Lead Counselor at Science Factory Camp, you will guide campers ages 6-12 through handson, curiositydriven experiments that spark wonder and those "whoa, that's cool!" moments.

Clyde Hill, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. About Science Factory CampScience Factory Camp is part of the Bright Horizons family, sharing a commitment to creating meaningful, confidence building experiences for children.

Seattle, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. About Science Factory CampScience Factory Camp is part of the Bright Horizons family, sharing a commitment to creating meaningful, confidence building experiences for children.

Seattle, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. As a Science Lead Counselor at Science Factory Camp, you will guide campers ages 6-12 through handson, curiositydriven experiments that spark wonder and those "whoa, that's cool!" moments.

Seattle, WA22 days ago

Temporary
Contractor
Full-time

If hired, you will work in person in a day camp setting to provide supervision, care, curriculum delivery and services per Bright Horizons' policies, procedures and guidance, in compliance with any applicable laws and regulations, and in a manner that will ensure safety of children in Bright Horizons care and the employee. About Science Factory CampScience Factory Camp is part of the Bright Horizons family, sharing a commitment to creating meaningful, confidence building experiences for children.

Seattle, WA30+ days ago

Full-time
Employee

Olympia, WA21 days ago

Full-time
Employee

The Crisis Service Counselor is a professional who provides crisis management; intervention; an emergent clinical evaluation; information; follow-up referrals; and discharge planning to patients and families who present in the Emergency Center with a wide variety of psychiatric, chemical addiction, and psych-social problems. Our not-for-profit network also provides a full spectrum of care with leading-edge diagnostics and treatment, outpatient health centers, physician groups and clinics, numerous outreach programs, and hospice and home care.

Bonney Lake, WA15 days ago

Full-time
Employee

Childcare: Free or discounted enrollment in our before/after school programs is offered to Right At School team members within participating facilities. As a member of our team, you'll find no shortage of talented, passionate people ready to help you grow and succeed--all while building a brighter future for.

Bellevue, WA15 days ago

Full-time
Employee

Childcare: Free or discounted enrollment in our before/after school programs is offered to Right At School team members within participating facilities. Protection & Support: Legal service, identity theft, and Transit/parking savings plans, Employee Assistance Program.

Des Moines, WA13 days ago

Full-time
Employee

Renton, WA13 days ago

Full-time
Employee

Olympia, WA21 days ago

Full-time
Employee

Our not-for-profit network also provides a full spectrum of care with leading-edge diagnostics and treatment, outpatient health centers, physician groups and clinics, numerous outreach programs, and hospice and home care. Our award-winning and comprehensive medical centers are known for outstanding programs in cancer, cardiology, neurosciences, orthopedics, women's services, emergency and trauma care, pediatrics and neonatal intensive care.

Lacey, WA30+ days ago

Full-time
Employee

Olympia, WA18 days ago

Full-time
Employee

Tacoma, WA30+ days ago

Full-time
Employee

You will provide patient liability information to and collects the point of service cash from patients based on guidelines and/or systems provided by the department, including but not limited to: co-payments, deductibles, co-insurance, deposits, outstanding balances. Home to the MultiCare Regional Cancer Center, a Family Birth Center and specialized neonatal care in partnership with Mary Bridge Children's, our collaborative, mission-driven teams offer a rewarding environment for career growth and professional excellence.

Seattle, WA29 days ago

WORK SCHEDULE** + 40% FTE (16 hours per week) + Variable Shift + Onsite position at Harborview Medical Center **POSITION HIGHLIGHTS** + Act as patient advocate, independently review patient concerns for appropriate action, provide scheduling for counseling with funding options; perform work that supports the patient financial services and patient relations goals of the hospital + Provide prompt and courteous insurance clearance service using your excellent communication skills with internal and external customers + Be a part of a team dedicated to supporting UW Medicine where Patients Are First **DEPARTMENT DESCRIPTION** + The UW Medicine Insurance Eligibility and Counseling Services Department (IECS) functions in assisting patients to apply for appropriate funding/insurance; obtaining and verifying the insurance coverage and benefits for facility and professional services, which may include emergency services, inpatient hospitalization, transportation, rehab, therapies, nursing home placement, home health care/durable equipment, outpatient surgeries, clinical visits, and specialized procedures; also with application and verifying L&I, Crime Victims and other coverages. + Our team values excellent customer service, timely response, accurate authorization, and courteous processing of calls **PRIMARY JOB RESPONSIBILITIES** + Schedule patients and determine appropriate financial assistance opportunities + Manage all aspects of UW Medicine's Financial Assistance front-desk processes + Appropriately access patient's needs and potential funding + Document the progress of each case in Epic notes + Act as a liaison to the billing department + Demonstrates knowledge and understanding of patient privacy rights + Accesses and uses the minimum necessary patient identifiable information to perform job responsibilities and duties for authorized purposes only **REQUIREMENTS** + High school diploma or GED certificate + One year of experience in a medical office setting + An equivalent combination of education and experience may substitute for stated requirements **ABOUT UW MEDICINE - WHERE YOUR IMPACT GOES FURTHER** UW Medicine is Washington's only health system that includes a top-rated medical school and an internationally recognized research center.

Tacoma, WA8 days ago

Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License and Certifications - Preferred Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500 This information reflects the anticipated base salary range for this position based on current national data. Services 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.

New!

Tacoma, WA3 days ago

Maple Valley, WA15 days ago

Full-time
Employee

Auburn, WA22 days ago

Full-time
Employee

One (1) year of experience performing any combination of admitting, Health Unit Coordinator, patient registration, customer service or billing duties required; healthcare setting preferred. One (1) year of experience performing any combination of admitting, Health Unit Coordinator, patient registration, customer service or billing duties required; healthcare setting preferred.

Tacoma, WA19 days ago

Full-time
Employee

Home to the MultiCare Regional Cancer Center, a Family Birth Center and specialized neonatal care in partnership with Mary Bridge Children's, our collaborative, mission-driven teams offer a rewarding environment for career growth and professional excellence. One (1) year of experience performing any combination of admitting, Health Unit Coordinator, patient registration, customer service or billing duties required; healthcare setting preferred.

Auburn, WA30+ days ago

Full-time
Employee

MultiCare Auburn Medical Center, serving South King County since 1921, is a 195-bed hospital with 58 behavioral health beds, a Family Birth Center, Level II NICU, Level III Trauma Center, MultiCare Regional Heart & Vascular Center, and advanced surgical services including robotic-assisted procedures. One (1) year of experience performing any combination of admitting, Health Unit Coordinator, patient registration, customer service or billing duties required; healthcare setting preferred.

Tacoma, WA30+ days ago

Full-time
Employee

You will pre-admit all scheduled inpatient, outpatients and ambulatory patients to facilitate a smooth and speedy admission/registration process. You will obtain inpatient bed assignments and processes inpatient admission, to include arm banding, addressograph plate, and completion of necessary forms.

Federal Way, WA30+ days ago

Full-time
Employee

Lacey, WA30+ days ago

Full-time
Employee

Lacey, WA30+ days ago

Full-time
Employee

Tacoma, WA30+ days ago

Full-time
Employee

Bachelor's Degree in Music with a concentration in Music Therapy and/or Music Therapy from an American Music Therapy Association (AMTA) approved university (or undergraduate equivalency program approved by AMTA). As one of the couneslors in the interdisciplinary grou (IDG), the MT servces as the counselor at IDG meetings, participates in on call rotation, and assists with sign ups and consents for newly referred patients.

Seattle, Washington14 days ago

$31.50–$35.04 Per Hour

Provide consultation and support to staff and clients in developing Trauma-Informed and Harm Reduction interventions that reduce risks of clients’ harm to self or others when experiencing an increase in behavioral health symptoms. Facilitate support groups that focus on a range of topics, some of which include: activities of daily living skills, housing transitions, social skills, grief and loss support, concepts of recovery, education and health resources, or others.

Olympia, WA8 days ago

$15.70–$24.75 Per Hour

_Responsibilities_** + Complete daily financial counseling workflow included but not limited to: + Running Daily Schedules for consults, new/added procedures + Verify benefits and provide cost estimates + Collect on all time-of-service payments for patient responsibility + Applying for financial assistance + Applying for Medicaid/Medi-Cal + Coordinate with Early out collections partner for payment plan and payment financing options + Responsible for monitoring and collecting on all outstanding patient balances owed. + Conduct campaigns for patient education specific to open enrollment opportunities + Initiate and track all charity care applications according to Navista policy + Work closely with other Onsite Financial Counselors, Patient Navigators, front office staff and clinical staff to ensure smooth collection process.

Auburn, WA28 days ago

2. Knowledge of community resources and school options in the Muckleshoot area - public and tribal 3. Proficiency in necessary equipment to perform job including computer, copy machine, fax machine and telephone 4. Effective oral and written communication with parents/guardians, students, staff, administrators and community members that demonstrate awareness of the unique environment in which she/ he will be working. EDUCATION - EXPERIENCE AND TRAINING FOR POSITION Required: Master's Degree in Psychology, Education, Social Work or related field, Four (4) years experience as a School Counselor, Three (3) years experience working with youth in a native community, Washington State Teaching Certificate.

Olympia, WA15 days ago

Part D, commercial payer variations, and site-of-care reimbursement differences **_What is expected of you and others at this level_** + Manages department operations and supervises professional employees, front line supervisors and/or business support staff + Participates in the development of policies and procedures to achieve specific goals + Ensures employees operate within guidelines + Decisions have a short term impact on work processes, outcomes and customers + Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management + Interactions normally involve resolution ofissues related to operations and/or projects + Gains consensus from various parties involved **Anticipated salary range:** $87,700.00 - $100,240.00 **Bonus Eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. This role is highly patient- and provider-facing, with a primary focus on delivering immediate, high-touch financial support to patients and oncology care teams at the point of care.

Federal Way, WA30+ days ago

Full-time

About the Associate Level Provider Position: We are currently hiring Associate Level Providers (or soon to be Associate Level Providers) who have a passion for their work, and who want to be part of a team-based work atmosphere. Our Associate Therapists benefit from being part of our established practice, having access to exceptional supervision and support, all while exercising their passion for therapy and counseling, but without having to spend the extraordinary amount of time on administrative tasks that come from being on your own.

Silverdale, WA28 days ago

$28–$50 Per Hour

CYB counseling services may be needed at installations, Child Development Centers, Department of Defense Education Activity (DoDEA) schools, summer schools, camps, and programs DoD-wide, addressing issues such as: + Identifying feelings + Bullying + Conflict resolution + Self-esteem + Managing anger and aggression + Separation from parents + Problem-solving + Coping with deployment and reunification + Transition and moving + Sibling and parental relationships + Time management **MFLC Service Oriented Model:** The MFLC model allows you to focus on your counseling and the military Service Members and the families you will be supporting. The focus is on enhancing operational readiness and increasing individual and family resiliency by offering support on issues such as: + Relationships + Stress management + Parenting and parent-child communications + Child behavioral issues + Frequent deployments + Financial and budget issues + Job stress **Special Operations Command (SOCOM) Position:** MFLCs provide crucial mental health support to service members and their families, and when working within SOCOM, their role becomes even more pivotal.

Seattle, WA14 days ago

Representing the UW at high schools, community events, college fairs and on campus information sessions and events + Assisting in outreach and recruitment programs and events + Implements and leads student programming for 9th - 11th graders that is culturally appropriate and continues to develop a connection to the UW Husky Experience + Read and assess freshmen applications + Development of productivity and status reports + Other duties as assigned **Application Requirement** This recruitment requires a cover letter. This includes early identification of potential applicants, the ability to conduct high school visits and college fairs and provide culturally inclusive admissions and financial aid presentations, workshops, and the counseling of prospective students.

Seattle, WA21 days ago

Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation.

Olympia, WA22 days ago

$132,700–$303,200 Per Year

Act as a counselor and coach and develop a team of tax professionals and actively participate in their performance management **Skills and Attributes for Success** + Working independently with direct supervisory responsibilities + Specialized depth and/or breath of expertise + Ability to provide leadership (advising and providing) direction to others in financial areas of specialization and lead coordination of daily work activities and review the most complex work of other teammates + Employee may also regularly lead multiple projects + Employee works independently, with leadership guidance in only the most complex situations + Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership **To qualify for the role, you must have:** + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + CPA, EA, or licensed attorney + Minimum of 10 years of work experience in professional services or professional tax organization + Ability to prioritize, handle and track multiple assignments + Ability to work in unstructured environment, demonstrated ability to resolve complex tax issues across multiple functions + Strong analytical and problem-solving skills + Ability to identify improvement opportunities and actively engage in implementing improvements + Demonstrated leadership skills and proven skills in developing employees + Strong oral and written communication as well as presentation skills + Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism + Proficient using Microsoft products such as Excel, Word, and Power Point + Proficiency in tax accounting systems **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .

Tacoma, WA30 days ago

Responsibilities:** - 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 recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- South Puget Sound Area Tacoma, Washington;Olympia, Washington; Lacey, Washington; Tacoma, Washington; Des Moines, Washington; Federal Way, Washington; Tacoma, Washington; Kent, Washington; Puyallup, Washington; Gig Harbor, Washington; Federal Way, Washington; Puyallup, Washington; Tacoma, Washington; Bonney Lake, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tacoma/Financial-Solutions-Advisor--South-Puget-Sound-Area\_26004175-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Newcastle, WA23 days ago

Responsibilities:** + 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 recommended **Required** **Qualifications** : + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Financial Solutions Advisor - Newcastle Newcastle, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newcastle/Financial-Solutions-Advisor---Newcastle\_26011389) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Renton, WA30+ days ago

Responsibilities: - 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 recommended **Required Qualifications** **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** Financial Solutions Advisor- Columbia Basin South Coeur D Alene, Idaho;Coeur D Alene, Idaho; Renton, Washington; Kennewick, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Coeur-D-Alene/Financial-Solutions-Advisor--Columbia-Basin-South\_26003864) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Seattle, WA30+ days ago

Responsibilities: - 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 recommended **Required Qualifications** **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.** Financial Solutions Advisor- Seattle North Area Shoreline, Washington;Lynnwood, Washington; Seattle, Washington; Seattle, Washington; Edmonds, Washington; Seattle, Washington; Seattle, Washington; Shoreline, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Shoreline/Financial-Solutions-Advisor--Seattle-North-Area\_26003230) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Tacoma, WA14 days ago

Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

Renton, Washington14 days ago

$39.72–$52.89 Per Hour

Using a consultative approach, establish effective relationships with our clients and proactively collaborate on opportunities for product enhancement and optimization services to meet the client’s specific needs. As an Employee Assistance Program (EAP)Clinician at Acentra Health, the licensed clinician will provide a full range of EAP services for employees, managers, and the employer organization for a large government agency.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Counselor job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Counselor Jobs in Tacoma, WA

Jobs

Patient Financial Counselor *On Site*Providence St. Joseph Health

Patient Financial Counselor - Full time, DayProvidence St. Joseph Health

Patient Financial CounselorProvidence St. Joseph Health

Seasonal PE Lead Counselor - Bellevue, WABright Horizons Children's Centers

Seasonal PE Lead Counselor - Seattle (Northgate, WA)Bright Horizons Children's Centers

Seasonal Art Lead Counselor - Bellevue, WABright Horizons Children's Centers

Seasonal Camp Counselor - Seattle (Northgate, WA)Bright Horizons Children's Centers

Seasonal Camp Counselor -Bellevue, WABright Horizons Children's Centers

Seasonal Science Lead Counselor - Bellevue, WABright Horizons Children's Centers

Seasonal Substitute Camp Counselor - Bellevue, WABright Horizons Children's Centers

Seasonal Art Lead Counselor - Seattle (Northgate, WA)Bright Horizons Children's Centers

Seasonal Science Lead Counselor - Seattle (Northgate, WA)Bright Horizons Children's Centers

Seasonal Substitute Camp Counselor - Seattle (Northgate, WA)Bright Horizons Children's Centers

Genetic Counselor - OncologyProvidence St. Joseph Health

Mental Health Counselor Masters - Emergency ServicesProvidence St. Joseph Health

Summer Camp Counselor (Sumner Bonney Lake School District)Right At School

Summer Camp Counselor (Bellevue School District)Right At School

Summer Camp Counselor (Highline School District)Right At School

Summer Camp Counselor (Renton School District)Right At School

Mental Health Counselor MastersProvidence St. Joseph Health

Chemical Dependency Counselor - Chemical DependencyProvidence St. Joseph Health

Chemical Dependency CounselorProvidence St. Joseph Health

Patient Financial NavigatorMultiCare Health System

Patient Financial CounselorUniversity of Washington

Assignment Ready Counselor (ARC) Personal Financial Counselor, - WashingtonMagellan Health Services

Personal Financial Counselor, PFC- Camp Murray, WAMagellan Health Services

Summer Camp Counselor (Maple Valley - Tahoma School District)Right At School

Patient Access Technician FloatMultiCare Health System

Patient Access TechnicianMultiCare Health System

Patient Access Technician UMultiCare Health System

Patient Access Technician OCEDMultiCare Health System

OCED Patient Access Tech- On CallMultiCare Health System

Patient Access TechMultiCare Health System

OCED PAT FloatMultiCare Health System

Certified Music Therapist, MT / HospiceAccentCare, Inc.

COD Counselor (Case Manager III)CCSWW

Coordinator, Financial CounselingCardinal Health

School Guidance Counselor - ElementaryMuckleshoot Indian Tribe

Mgr, Revenue Cycle Mgmt (Financial Counseling)Cardinal Health

Associate Mental Health Counselor : LMHCA, LMFTA, LAICSWThrive Counseling Center

Short Term or As Needed Coverage - MFLC Counselor - NB Kitsap, WashingtonLeidos

Admissions CounselorUniversity of Washington

Merrill Experienced Financial AdvisorBank of America

Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Services Manager-EDGEY

Financial Solutions Advisor- South Puget Sound AreaBank of America

Financial Solutions Advisor - NewcastleBank of America

Financial Solutions Advisor- Columbia Basin SouthBank of America

Financial Solutions Advisor- Seattle North AreaBank of America

US Experienced Financial AdvisorEdward Jones

EAP On-site Clinician - Part-time (20 hours/week) (Renton, Washington)Acentra Health, LLC

Resume Resources

Similar Job Searches