NewVP, 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.
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 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, CFP® Tschetter GroupFinancial Planner, CFP®Bellevue, WA$100,000–$130,000This role is responsible for preparing and maintaining financial plans, identifying planning opportunities, supporting client meeting preparation and follow-up, and helping ensure consistency in the firm’s planning process and client experience. This position plays a key role in delivering a thoughtful, high-quality planning experience that helps clients gain clarity, confidence, and optimism around their financial lives.
Licensed Financial Planner (Series 7 & 66) Talent Search PROLicensed Financial Planner (Series 7 & 66)Tukwila, WashingtonJoin a collaborative wealth management team where you'll work closely with experienced advisors, build long-term client relationships, and play a key role in delivering financial planning services to high-net-worth individuals. You'll support and deliver comprehensive financial planning by preparing for client meetings, managing investment portfolios, conducting financial analysis, and helping clients implement personalized wealth strategies.
Sr. 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.
NewSr. 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.
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.
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.
Financial Planner with Healthcare Background Northwestern Mutual - Puget SoundFinancial Planner with Healthcare BackgroundBellevue, WA$76,000–$193,000 / yearFull timeA Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
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.
NewFinancial Advisor Northwestern MutualFinancial AdvisorTacoma, 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.
Financial Solutions Advisor - Ballard Financial Center Bank of AmericaFinancial Solutions Advisor - Ballard Financial CenterSeattle, 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. 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.
Assignment 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.
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.
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 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.
Financial Advisor Ameriprise FinancialFinancial AdvisorBellevue, WA$53,000–$83,000 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).