VP, Assistant Branch Manager - Tacoma, WA Charles SchwabVP, Assistant Branch Manager - Tacoma, WATacoma, WAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
Senior Financial Planner RangeSenior Financial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
Financial Planner RangeFinancial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.
Senior Associate Financial Planner - CFP & Series 7 Talent Search PROSenior Associate Financial Planner - CFP & Series 7Bellevue, WashingtonA wealth advisory firm in Bellevue, Washington is looking for a Senior Associate Financial Planner to work directly with high net worth clients, support portfolio management and grow into an independent client relationship manager. They need someone who understands their life, anticipates their needs and gives advice that holds up when markets get uncomfortable.
NewSr. Associate Financial Planner - FINRA Series 7 and Series 66 Talent Search PROSr. Associate Financial Planner - FINRA Series 7 and Series 66Bellevue, WashingtonA wealth management professional with active FINRA licenses and a CFP® designation who enjoys working with high-net-worth clients, providing financial planning support, managing investment portfolios, and developing long-term client relationships. Seeking a detail-oriented financial planning professional to support high-net-worth clients through comprehensive financial planning, investment management, and relationship development.
Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaSeattle, WAYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Sr. Associate Financial Planner #ESF2209 ExpertHiringSr. Associate Financial Planner #ESF2209Bellevue, WAJob Description What you will be doing: Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy. Post-client meeting tasks, including performing financial situation analysis and coordinating planning implementation with outside professionals if necessary.
Associate Merchandise Financial Planner Zumiez IncAssociate Merchandise Financial PlannerLynnwood, WA$26.44–$28.85 / hourOwn all aspects of assortment planning and maximization; includes assortment shell planning, key brand partner breadth and depth guidance, and store clustering. POSITION PURPOSE: At Zumiez we provide our Customer with cutting edge products across multiple categories, and everything we do revolves around the Customer, who is at the heart of our company.
Merchandise Financial Planner Zumiez IncMerchandise Financial PlannerLynnwood, WA$28.85–$33.65 / hourOwn all aspects of assortment planning and maximization; includes assortment shell planning, key brand partner breadth and depth guidance, and store clustering. POSITION PURPOSE: At Zumiez we provide our Customer with cutting edge products across multiple categories, and everything we do revolves around the Customer, who is at the heart of our company.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAYou will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Tax Planner RangeTax PlannerBellevue, WashingtonKnowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.
NewGeothermal Senior Planner (Environmental Planner 4) State of WashingtonGeothermal Senior Planner (Environmental Planner 4)WA$6,703–$9,012Ecology employees may be eligible for the following: Medical/Dental/Vision for employee & dependent(s), Public Employees Retirement System (PERS), Vacation, Sick, and other Leave , 11 Paid Holidays per year , Public Service Loan Forgiveness, Tuition Waiver, Long Term Disability & Life Insurance, Deferred Compensation Programs, Dependent Care Assistance Program (DCAP), Flexible Spending Arrangement (FSA), Employee Assistance Program, Commute Trip Reduction Incentives (Download PDF reader), Combined Fund Drive, SmartHealth *Click here for more information. Required Qualifications: Nine years of experience and/or education related to the essential functions and key activities of the position, which includes the following: Environmental Review: Ability to support complex SEPA environmental review processes, coordinate technical input across programs, interpret impact analyses, and ensure documents meet legal and procedural requirements.
Financial Advisor Northwestern MutualFinancial AdvisorSeattle, Washington$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Personal Financial Counselor, Pfc- Camp Murray, WA Magellan Health ServicesPersonal Financial Counselor, Pfc- Camp Murray, WATacoma, WAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewAssignment Ready Counselor (Arc) Personal Financial Counselor, - Washington Magellan Health ServicesAssignment Ready Counselor (Arc) Personal Financial Counselor, - WashingtonTacoma, WAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewAssignment Ready Counselor (ARC) Personal Financial Counselor, - Washington Magellan Health Services, Inc.Assignment Ready Counselor (ARC) Personal Financial Counselor, - WashingtonTacoma, WAFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC- Camp Murray, WA Magellan Health Services, Inc.Personal Financial Counselor, PFC- Camp Murray, WATacoma, WAFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Senior Financial Solutions Advisor -Northwest Region Bank of AmericaSenior Financial Solutions Advisor -Northwest RegionShoreline, WashingtonUS - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110). If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeSeattle, WashingtonKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor- South Puget Sound Area Bank of AmericaFinancial Solutions Advisor- South Puget Sound AreaTacoma, WashingtonUS - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 2100 Sw 336th St - TWIN LAKES BC (WA5142), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Kent - 311 4TH AVE N - KENT BC (WA5119), US - WA - Lacey - 601 Sleater Kinney Rd Se - LACEY BC (WA5123), US - WA - Olympia - 910 Black Lake Blvd Sw - BLACK LAKE BC (WA5107), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Tacoma - 11315 Pacific Ave S - PARKLAND BC (WA5131), US - WA - Tacoma - 2101 N Pearl St - WESTGATE BC (WA5145), US - WA - Tacoma - 4002 Tacoma Mall Blvd - TACOMA MALL BC (WA5141), US - WA - Tacoma - 9515 Bridgeport Way Sw - Lakewood (WA5125). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.