172 Results for

Financial Planner Jobs in Washington

Jobs

New!

Bellevue, WA6 days ago

$100,000

This 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.

Seattle, WA7 days ago

Temporary
Contractor
Full-time

The Supply Chain Planner will support the team, partnering closely with internal program teams and suppliers to ensure healthy inventory levels, optimized stocking strategies, and on‑time repair and material availability. In terms of professional development, Everforth 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.

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.

Liberty Park, WA13 days ago

$75,870–$128,900 Per Year
Full-time
Employee

You will serve as a key point of contact for production planning, facilitating alignment across stakeholders, leading planning reviews, and driving continuous improvement initiatives within the production planning function. You will lead the development and execution of complex production schedules, proactively identify constraints, and implement data-driven solutions to improve throughput, resource utilization, and delivery reliability.

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.

Everett, WA30+ 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.

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.

Prosser, WA30+ days ago

$27.56–$33.91 Per Hour
Full-time
Employee

You'll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you'll join a winning team of 10,000+ people all dedicated to raising the bar - together. Create special reports on demand for management, i.e. equipment, cost centers, outstanding work orders, purchase order status reports etc.

Bothell, WA30+ 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.

Lacey, WA22 days ago

$82,872–$111,504 Per Year
Full-time
Employee

Ecology 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, Combined Fund Drive, SmartHealth *Click here for more information. Ecology seeks diverse applicants: We view diversity, equity, inclusion, and respect through a broad lens including race, ethnicity, class, age, religion, sexual orientation, gender identity, immigration status, military background, language, education, life experience, physical disability, neurodiversity, and intersectional identities.

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, WA26 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.

New!

Seattle, WA3 days ago

Full-time
Employee

Developing tactical and strategic supply plans, and establishing inventory levels for assigned production materials or finished goods to achieve customer service, supply chain and financial objectives. Review exception reports (risks, shortages, late deliveries, expectations being met) and working to resolve those issues.

Vancouver, WA30+ days ago

Full-time
Employee

While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk; frequently required to sit; and occasionally required to use hands to finger, handle, or feel. With nearly 80,000 employees worldwide, Kyocera is a global leader in advanced ceramic technologies used in aerospace, automotive, medical, and semiconductor industries.

Lacey, WA16 days ago

$75,108–$100,980 Per Year
Full-time
Employee

Ecology 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,Combined Fund Drive, SmartHealth *Click here for more information. Ecology seeks diverse applicants: We view diversity, equity, inclusion, and respect through a broad lens including race, ethnicity, class, age, religion, sexual orientation, gender identity, immigration status, military background, language, education, life experience, physical disability, neurodiversity, and intersectional identities.

Lacey, WA7 days ago

$82,872–$111,504 Per Year
Full-time
Employee

Ecology 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 . Eleven years of experience and/or education related to the duties of the position, which includes the following: Policy Analysis, Negotiation, and Consensus Building – Demonstrated competence researching, interpreting, and integrating technical information, regulations, and public policy to develop practical and implementable policy options; facilitating multi-party discussions; building consensus on complex, high-conflict issues; and negotiating solutions that are durable, implementable, and aligned with environmental and public-interest objectives.

Olympia, WA30+ days ago

Full-time
Employee

As a Koch company and leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. The Maintenance Planner works closely with Operations, Maintenance, & Engineering teams to determine priorities, ensure that work is ready to be executed in a timely fashion, and manage the site maintenance schedule.

Tacoma, WA30+ days ago

Full-time
Employee

As part of our team, you'll develop, implement, and measure the effectiveness of plans and procedures for clients, creating rich content using Microsoft Office suite and SharePoint to help you tell a realistic story. Experience with the Five Stages of the Joint Event Life Cycle (JELC), Military Decision-Making Process (MDMP), Army Design Methodology (ADM), and Joint Planning Process (JPP).

Clyde Hill, WA28 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.

Lacey, WA8 days ago

$82,872–$111,504 Per Year
Full-time
Employee

Ecology 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,Combined Fund Drive, SmartHealth *Click here for more information. As a key advisor to the Office Director and the appointed Chehalis Basin Board, you will draw on your knowledge of aquatic habitat restoration and flood policy to help develop innovative policies, funding programs, and strategic initiatives that address flooding, fish recovery, and land-use challenges across the Basin for decades to come.

Seattle, WA30+ 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.

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, WA30+ 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.

Bremerton, WA10 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.

Tukwila, WA29 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.

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.

Seattle, WA26 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.

Union Gap, WA30+ days ago

Full-time
Employee

Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.

Covington, WA30 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.

New!

Bellevue, WA2 days ago

$76,000–$193,000 Per Year

A 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.

Bellevue, WA30+ 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, Washington21 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

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.

Bellevue, WA28 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.

Mount Vernon, 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.**

Shoreline, 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.**

Gig Harbor, 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, 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 - 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.**

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, WA26 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.

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.

Spokane Valley, WA30+ days ago

Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements). Paraplanning and Analytical Support · Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software.

Spokane Valley, WA30+ days ago

Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements). · Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.

Marysville, WA24 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.

Tacoma, WA22 days ago

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Financial Planner Jobs in Washington

Financial Planner, CFP® Tschetter Group

Supply Chain Planner - 3034469 Apex Systems, Inc.

Associate Financial Advisor - North King Co/Snohomish Co BECU

Associate Financial Advisor - South Puget Sound BECU

Senior Production Planner McKinstry

Financial Planner-Irvine, CA RK Partners

Inventory Planner III Apex Systems, Inc.

Environmental Planner/Scientist - Junior to Mid Level MOFFATT & NICHOL

Maintenance Planner Lamb Weston

Product Planner III Verathon, Inc.

Forestry Policy Lead (Environmental Planner 5) Department of Ecology

Deployment Support Operations Planner and Analyst Booz Allen Hamilton INC.

Supply Chain Planner Spectraforce Technologies Inc.

Supply Planner Spectraforce Technologies Inc.

Production Control Planner 1 Kyocera International, Inc.

Senior Municipal Stormwater Permit Writer (Environmental Planner 4) Department of Ecology

Fluorinated Gases (F-Gas) Headquarters Unit Supervisor (Environmental Planner 5) Department of Ecology

Maintenance Planner Georgia-Pacific

Exercise Planner, Senior Booz Allen Hamilton INC.

Supply Planner Univar Solutions USA Inc.

Principal Planner (Environmental Planner 5) Department of Ecology

Environmental Planner I-II Parametrix

Value Stream Planner (Aftermarket) Parker Hannifin Corporation

Technical Facilities Planner Verizon Wireless

Structural Planner International Marine and Industrial Applicators, LLC

Senior Associate Financial Planner Raymond James Financial, Inc.

Sr. Client Portfolio Manager WASHINGTON TRUST BANK

Key Private Bank Senior Relationship Manager KeyBank

Associate Private Client Advisor KeyBank

Private Client Advisor KeyBank

Servicing Financial Advisor Express Employment Professionals

Financial Planner with Healthcare Background Northwestern Mutual - Puget Sound

Merrill Experienced Financial Advisor Bank of America

Financial Advisor Northwestern Mutual

Financial Advisor-Seattle RK Partners

US Experienced Financial Advisor Edward Jones

Financial Solutions Advisor- NW Snohomish Area Bank of America

Financial Solutions Advisor- Seattle North Area Bank of America

Financial Solutions Advisor- South Puget Sound Area Bank of America

Financial Solutions Advisor - Newcastle Bank of America

Project Coordinator - Environmental Parametrix

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