102 Results for

Financial Planner Jobs in Seattle, WA

Jobs

Seattle, WA12 days ago

$60,000–$75,000

Please 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.

Seattle, WA9 days ago

$60,000–$75,000

Seattle, WA9 days ago

$60,000–$75,000

Bellevue, WA19 days ago

Full-time
Employee

Proven 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).

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

Tukwila, WA30+ days ago

Full-time
Employee

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.

Everett, WA19 days ago

Full-time
Employee

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

Everett, WA30+ days ago

$50–$70 Per Hour
Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com . Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.

Bothell, WA17 days ago

Full-time
Employee

Success in this role is measured by your ability to identify high-impact unmet needs, convert insight into executable product definitions, and lead development programs with rigor, alignment, and strategic clarity. Verathon is a global medical device company focused on supporting customers by being their trusted partner, delivering high-quality products that endure over time and ensure clinical and economic utility.

Seattle, WA30+ days ago

You 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.

Tacoma, WA30+ days ago

Full-time
Employee

As a Deployment Support Operations Planner and Analyst, you'll bring your transportation and mobility expertise to determine and assess operational deployment readiness requirements and backgrounds to collaborate with thought leaders in multinational, Joint, Army, and commercial agencies on projects for unit movement operations. You Have: 10+ years of experience executing Mobilization Operations, Deployments Operations, Sustainment Operations, Redeployment Operations, Combat Training Center (CTC) rotations, Deployment Readiness Exercises (DRE), and Joint Event Life Cycle (JELC) exercises.

Seattle, WA30+ days ago

$122,400–$149,600 Per Year
Full-time
Employee

The firm provides clients worldwide with customized service and a level of excellence that have become the firm's hallmark in several primary practice areas - ports and harbors; coastal, environmental and water resources; urban waterfronts and marinas; transportation, bridges and rail; inspection and rehabilitation; and energy. For the 4th year in a row, Moffatt & Nichol is Ranked #1 in Engineering News-Record for Marine & Port Facilities in the U.S. Additionally, our firm consistently ranks in the Top 100 Pure Designers in the US and the Top 50 Designers in International Markets.

Federal Way, WA30+ days ago

$89,000–$105,000 Per Year
Full-time
Employee

The firm provides clients worldwide with customized service and a level of excellence that have become the firm's hallmark in several primary practice areas - ports and harbors; coastal, environmental and water resources; urban waterfronts and marinas; transportation, bridges and rail; inspection and rehabilitation; and energy. This environmental planner will play a vital role in conducting tasks that could include biological and/or environmental assessments, environmental review, permitting, and integrating environmental principles into planning and development processes to ensure regulatory compliance for M&N projects while enhancing community and resiliency.

Clyde Hill, WA13 days ago

Full-time
Employee

The primary purpose of the Supply Planner is to manage inventory and supply planning for the business and ensure effective participation of the supply chain and operations teams in the overall Sales and Operations Planning process (S&OP). Purchaseand manageproduct line inventories while meeting targeted inventory and service levels; share inventory and purchase forecasts; identify trends through data analysis.

Seattle, WA11 days ago

Full-time
Employee

Participate as a functional planning representative on cross-functional project teams as assigned, supporting timely project completion and communicating action items and provides updates to larger team. Leading the development of tactical and strategic supply plans and managing inventory levels to achieve customer service, supply chain and financial objectives.

Woodmont Beach, WA30+ days ago

$69,500–$115,000 Per Year
Full-time
Employee

Parker offers competitive benefit programs, including: Comprehensive coverage for medical, prescription drugs, dental, vision, voluntary optional life, accident insurance, hospital indemnity insurance and critical illness insurance with competitive premium cost. Working with some of the most brilliant minds in the industry, your contributions will be pivotal in developing innovative technologies and products, significantly contributing to Parker's goal of addressing the world's most pressing engineering challenges.

Kent, WA21 days ago

$91,000–$174,000 Per Year
Full-time
Employee

This person should exhibit the ability to work independently on a range of projects from inception to completion, manage internal and external resources effectively, establish and maintain process and procedures, prioritize work load based on business objectives and take on special projects in support of the management of the organization. Work with cross-functional teams, internal and external, to ensure the strategic planning, tactical execution and ongoing performance of all Power, Space and Cooling capacity efforts.

Auburn, WA23 days ago

$24–$28 Per Hour
Full-time
Employee

Sonaca North Americadoes not ask for any financial commitments from candidates as a pre-employment requirement and will always require candidates to formally apply for positions via the Careers Page or job postings. In all actions, support the Quality Policy, Mission Statement, and other policies and procedures by supporting our commitment to total customer satisfaction, quality products and services, lean processes, continuous improvement, on-time delivery, safety, taming, individual accountability, and respect for people.

Seattle, WA18 days ago

$33.65–$40.86 Per Hour
Full-time
Employee

Parametrix is a 100% employee-owned consulting firm helping clients deliver resilient infrastructure, vibrant and livable communities, and environmentally sustainable solutions. We are committed to being a Best Place to Work, offering hybrid work environments that promote meaningful connections, support work-life balance, and encourage career development.

New!

Seattle, WA3 days ago

$100,000–$120,000 Per Year
Full-time
Employee

Prepares presentations with analysis views at various levels of aggregation (customer, channel, category, etc.) using available Excel and/or Power BI analysis tools, in a way that effectively facilitates forecast discussions with key stakeholders . Analyzes variances between existing forecasts, financial plans and actual sales; continuously evaluates and recommends improvements to the way our available data is used to facilitate forecast analysis and collaboration .

Clyde Hill, WA30+ days ago

Full-time
Employee

Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client investment inquiries on assigned accounts. Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results and developing working relationships with potential and current clients.

Tukwila, WA14 days ago

Education/Experience Requirements** + Bachelor's degree in a related field strongly preferred + 2+ years of experience in the financial services industry with an emphasis on financial, retirement and estate planning ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses & Certifications** + SIE, Series 7, Series 63, 65 and/or 66 as required by state + Certified Financial Planner OR Chartered Financial Consultant **Additional Information:** + This position is hybrid in Tukwila, WA _Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. + Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.

Seattle, WA30+ days ago

$115,000–$135,000 Per Year
Full-time
Employee

Lead the medical planning effort toward the successful completion of complex healthcare facilities; provide overall programming, master planning, design and medical planning; communicate with clients/user groups to understand project requirements; represent the firm nationally as a technical expert. 5 years' prior experience focused on a variety of healthcare projects - full new facilities, additions, renovations, departments with some large-scale, complex healthcare projects required.

Seattle, WA30+ days ago

$140,000–$160,000 Per Year
Full-time
Employee

Lead the medical planning effort toward the successful completion of complex healthcare facilities; provide overall programming, master planning, design and medical planning; communicate with clients/user groups to understand project requirements; represent the firm nationally as a technical expert. 15 years' experience focused on a variety of healthcare projects - full new facilities, additions, renovations, departments with some large-scale, complex healthcare projects required.

Seattle, WA11 days ago

Full-time
Employee

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.

Covington, WA15 days ago

Full-time
Employee

Coordinate 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. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

Olympic View, WA30+ days ago

$100,000–$120,000 Per Year
Full-time
Employee

This role is ideal for an advisor who thrives on building long-term relationships, delivering exceptional service, and helping clients stay aligned with their financial goals. You will serve as a trusted resource, ensuring clients receive proactive communication, thoughtful guidance, and a high level of ongoing care.

Bremerton, WA27 days ago

$25–$34 Per Hour
Full-time
Employee

Within the shipyard, minimal exposure to extreme temperatures, high noise levels, toxic or caustic chemicals, fumes, airborne particles, outdoor weather conditions, dusty conditions, wet and/or humid conditions, hazardous machinery, confined spaces. IMIA, LLC has the equipment, seasoned deckplate supervision and mechanics, as well as rigorous corporate safety and quality programs and financial strength to support our customer's preservation needs in a truly superior and comprehensive fashion.

Seattle, WA20 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.

Seattle, WA30+ days ago

Financial 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.

Seattle, WA30+ days ago

$31.25–$38.50 Per Hour
Full-time
Employee

Experience coordinating and tracking project work, monitoring schedules and budgets, calculating earned value, managing deliverables, and supporting teams with project deadlines and client commitments. Parametrix is a 100% employee-owned consulting firm helping clients deliver resilient infrastructure, vibrant and livable communities, and environmentally sustainable solutions.

Seattle, WA30+ days ago

Full-time
Employee

Identify support needs to include management of vendor lead distribution, independent research of competitive conditions in markets related to price, service and programs (focus on CRA development specifically targeting low to moderate income potential borrowers and communities) and in the creation of ongoing training. Maintains a pipeline of CRA and non-CRA business, including but not limited to AMP Mortgage transactions, state housing along with local area down payment assistance programs while continuing to serve all bank clients and other community members with all Banner Bank mortgage products.

Seattle, WA11 days ago

Full-time
Employee

Coursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration. 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.

Seattle, WA30+ days ago

$85,000–$100,000 Per Year
Full-time
Employee

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Business Advisor with a Certified Value Specialist (CVS) and/or Value Management Associate (VMA) credential to help build and deliver this growing service line. Support broader advisory engagements including constructability reviews, project delivery, risk management, and process improvement efforts, and other project and program delivery efforts.

Seattle, WA30+ days ago

Full-time
Employee

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Seattle, WA30+ days ago

Full-time
Employee

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New!

Bellevue, Washington6 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Seattle, WA30+ days ago

$116,000–$170,000 Per Year
Full-time
Employee

Parametrix's Advisory Services team is expanding our Value Engineering / Management-as-a-Service offering and is seeking a Senior Business Advisor with a Certified Value Specialist (CVS) credential to help lead, shape, and grow this strategic service line. You will lead complex value engineering studies, serve as a trusted advisor to clients, and play a key role in improving value on key projects and programs, mentoring team members, and expanding our market presence.

Seattle, WA30+ days ago

$145,000–$160,000 Per Year
Full-time
Employee

We partner with public and private sector clients across water/wastewater, transit and transportation, environmental services, and construction management-helping deliver critical infrastructure that strengthens the communities where we live and work. Support Alternative Delivery: Provide expertise in Alternative Public Works contracting, supporting the successful delivery of CM/GC, CMAR, GC/CM, PDB, or DB heavy civil infrastructure projects.

Tacoma, WA29 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, WA22 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.**

Edmonds, 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.**

Monroe, 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- NW Snohomish Area Snohomish, Washington;Stanwood, Washington; Arlington, Washington; Everett, Washington; Bellingham, Washington; Mill Creek, Washington; Lynnwood, Washington; Bothell, Washington; Mount Vernon, Washington; Monroe, Washington; Marysville, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Snohomish/Financial-Solutions-Advisor--NW-Snohomish-Area\_26003724) **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.**

Tacoma, WA7 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, WA2 days ago

New!

Seattle, WA1 day ago

$93,500–$155,000 Per Year

Bachelor's degree in Merchandising or related field preferred + 1+ years of experience as an Assistant Assortment Planner and one or more of the following: Assistant Buyer, Assistant Replenishment Buyer, E-commerce Merchandiser, or Site Merchandiser + Experience supporting a high-sales volume category (high SKU count, heavy seasonality, high revenue ($20M+)) preferred + Experience in a relevant merchandise category preferred + Demonstrated understanding of retail and the service environment of Nordstrom required + Excellent written/verbal communication and presentation skills + Proficiency in MS Office suite required + Strong interpersonal skills required We've got you covered. Specifically, the associate assortment planner and the associate buyer are jointly accountable to meet and exceed departmental sales volume, merch margin and merchandise margin-return-on-investment (MMROI) targets.

Tacoma, WA13 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.

Seattle, WA7 days ago

Summary of Experience** Progressive supply chain planning experience - 5 years **_We'd love to hear from people with:_** + **Proven senior-level supply chain and replenishment expertise** , with progressive experience developing and executing inventory strategies that stabilize complex, high-velocity categories (preferably beverages) and balance availability, waste, and financial outcomes. _** + Identify opportunities to improve store sales through data-driven inventory analysis, recommending **store-focused replenishment strategies** that ensure high availability during innovation launches and core business cycles across Refreshers, Blended, and Alt-Dairy platforms.

New!

Redmond, WA5 days ago

$74,200–$133,500 Per Year

Your Impact** + Leading and reviewing NEPA, SEPA, and/or CEQA environmental documents + Developing environmental compliance strategies and preparing documentation related to compliance with: + NEPA and SEPA + Energy Facility Siting in OR and WA (EFSC or EFSEC) + USFS Special Use Permits and forest management plans + BLM right-of-way agreements and resource management plans + Clean Water Act, Section 404/Section 401 + Land Use Planning Requirements in OR, WA, ID + Leading energy infrastructure routing and siting studies + Managing tasks or projects, including overseeing small project teams + Developing and managing scopes, schedules, budgets + Interfacing with clients, agencies, other consultants, and the public **Who You Are** **Required Qualifications** + This position requires a BS degree in Environmental Planning, Environmental Science, Environmental Engineering, Urban Planning, Landscape Architectural, or related degree + Minimum of five (5) years of post-education work experience + Experienced in developing environmental documentation related to NEPA, SEPA, CEQA, EFSC, and/or EFSEC compliance + Experienced in completing environmental permit applications and supporting analyses + Excellent written and verbal communication + Valid U.S. driver's license and a satisfactory driving record for business travel **Preferred Qualifications:** + AICP certified, or ability to obtain certification is a plus WSP Benefits: WSP provides a comprehensive suite of benefits focused on a providing health and financial stability throughout the employee's career. Compensation: Expected Salary (all locations): $74,200 - $133,500 WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location.

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Financial Planner Jobs in Seattle, WA

Jobs

Financial Consultant- Redmond, WAFidelity Investments

Financial Consultant - Seattle, WAFidelity Investments

Financial Consultant- Bellevue, WAFidelity Investments

Financial Advisor -R26_0028Ameriprise Financial

Associate Financial Advisor - North King Co/Snohomish CoBECU

Associate Financial Advisor - South Puget SoundBECU

Inventory Planner IIIApex Systems, Inc.

Manufacturing Engineer/Planner - Flight Test & Cert SupportBeacon Hill Staffing Group

Product Planner IIIVerathon, Inc.

Financial Planner-Seattle, WARK Partners

Deployment Support Operations Planner and AnalystBooz Allen Hamilton INC.

Urban Planner - Senior LevelMOFFATT & NICHOL

Environmental Planner/Scientist - Junior to Mid LevelMOFFATT & NICHOL

Supply PlannerUnivar Solutions USA Inc.

Supply Chain PlannerSpectraforce Technologies Inc.

Value Stream Planner (Aftermarket)Parker Hannifin Corporation

Technical Facilities PlannerVerizon Wireless

Manufacturing PlannerSonaca North America

Environmental Planner I-IIParametrix

DEMAND PLANNER IIITrident Seafoods Corporation

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