New Accounts Representative Heritage BankNew Accounts RepresentativeFreeland, WA$23.84–$28.61 / hourul>Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required. Level II: 2+ years’ recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
Senior Vice President, Portfolio Management (Native American Financial Services KeyBankSenior Vice President, Portfolio Management (Native American Financial ServicesSeattle, WAFull timeAdditionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources.
Manager / Senior Manager, Financial Services Valuation KPMG LLPManager / Senior Manager, Financial Services ValuationSeattle, WAFull timeManage and deliver business and intangible valuations related to a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, Insurtech, and asset management) including customer relationships, distribution agreements, loan portfolios, core deposit intangible, contract intangibles, developed technology, intangible assets, indemnification assets, and more. Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long-lived asset impairment, financial instruments, supporting a company's value for bidding or asking price plans, litigation support, and financial analysis and research with the financial services industry.
Manager or Senior Manager, Financial Services Valuation KPMG LLPManager or Senior Manager, Financial Services ValuationSeattle, WAFull timeManage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more . Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Partner Account Director, Financial Services ISVs FlightSafety International IncPartner Account Director, Financial Services ISVsSeattle, WAFull timeDevelop and lead key partnerships in the Financial Services ISV partnership segment, with a focus on selecting, recruiting, and developing new partnerships for OEM, cosell/referral and reseller motions. The Partner Account Director, Financial Services ISVs will lead the partner mission across our for top financial services ISVs and technology partnerships globally, bringing the strength of the partner base into the Docusign business.
Sr. Product Manager, Technical - Financial Services T-Mobile USA, IncSr. Product Manager, Technical - Financial ServicesBellevue, WAFull timeThe Sr Product Manager, Technical is accountable for ownership of products, platforms, and experiences that deliver against those outcomes by identifying the intersection of customer needs, technical feasibility, and business objectives, and leading cross-functional teams to execute. Day-to-day responsibilities include defining product strategy, building roadmaps, writing features and user stories, driving technical delivery, and partnering cross-functionally to bring products to market and continuously improve them based on data and customer feedback.
Patient Financial Services Liaison Kirkland, Washington | Department: Patient Financial Services | Job Type: Full-Time | Evergreen HealthcarePatient Financial Services Liaison Kirkland, Washington | Department: Patient Financial Services | Job Type: Full-Time |Kirkland, WA$24.91–$39.85 / hourJob Summary: Serves as the liaison amongst EvergreenHealths Patient Financial Services, Patient Access, Professional Billing, Contracts Management, Health Information Management, Revenue Integrity and other hospital departments, as well as external collection agencies, outsourcing vendors and other vendor partners. Directly interacts with other hospital departments as it relates to patient accounting activities and performs revenue cycle activities that will ensure billing compliance, credit balance reporting, rebilling projects, audits, reimbursement reviews and charging audits.
Complex Director, Ameriprise Financial Advisors - OR/WA Complex - R26_0625 Ameriprise FinancialComplex Director, Ameriprise Financial Advisors - OR/WA Complex - R26_0625Seattle, WAFull timeThe Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity.
Sr ProServe Account Executive - Financial Services, NAMER FINANCIAL SERVICES AmazonSr ProServe Account Executive - Financial Services, NAMER FINANCIAL SERVICESSeattle, WACollaborating with Amazon Global Sales (AGS) representatives to ensure a coordinated approach for key accounts - Creating proposals, securing customer sign-off on Statements of Work (SOWs), and ensure successful project delivery - Monitoring ongoing projects to ensure delivery of agreed CBOs and maximize revenue potential - Advocating for customers while balancing AWS business objectives This customer facing role may require up to 50% travel to customer sites. USA, CA, San Francisco - 157,100.00 - 212,600.00 USD annually USA, IL, Chicago - 142,800.00 - 193,200.00 USD annually USA, NJ, Jersey City - 157,100.00 - 212,600.00 USD annually USA, NY, New York - 157,100.00 - 212,600.00 USD annually USA, WA, Seattle - 142,800.00 - 193,200.00 USD annually
Patient Financial Counselor Providence St. Joseph HealthPatient Financial CounselorSeattle, WAFull timeIt is comprised of eight hospital campuses (Ballard, Edmonds, Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (East King County) and the Mill Creek area in Everett; and Providence Swedish Medical Group, a network of 190+ primary care and specialty care locations throughout the Puget Sound. Assures that customer needs and/or complaints related to hospital care or financial services are responded to and documented in a timely and professional manner and in a way that supports organizational goals, system improvements and recovery strategies throughout the organization.
NewMgr-Patient Financial Svcs Kirkland, Washington | Department: Patient Financial Services | Job Type: Full-Time | Evergreen HealthcareMgr-Patient Financial Svcs Kirkland, Washington | Department: Patient Financial Services | Job Type: Full-Time |Kirkland, WA$90,958–$145,496 / yearp>Primary Duties: Leads, guides and directs staff that perform Patient Financial Services functions and manages the processes and systems required to accomplish timely patient billing, collections, cashiering, customer service, bad debt and charity care for hospital, hospice and home health care services. Oversees Patient Financial Services functions including billing, insurance follow-up, cashiering, refunds, customer service, self-pay collections, bad debt and charity care.
Financial Services - Customer Tax Operations and Reporting - Tax Services Manager-EDGE EYFinancial Services - Customer Tax Operations and Reporting - Tax Services Manager-EDGESeattle, WA$102,100–$187,000 / yearTo qualify for the role, you must have at a minimum** + A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred + A minimum of 5 years of relevant tax consulting or tax operational experience + Be a licensed attorney, CPA, EA or a certified member of the Institute for Professionals in Taxation **Ideally, you'll also have** + Active participation in industry groups such as SIFMA, ABA, IIB + The ability to understand and implement tax rules + A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters **What we look for** We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. **Skills and attributes for success** + Ability to read and interpret IRS Code, regulations and instructions + Strong writing skills for policy and procedure writing is a must + Ability to interface with all facets of our business + Ability to multitasking and project management capability + Creative problem solving, strong critical thinking + Ability to drive success as both an individual contributor and team member.
Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE EYFinancial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGESeattle, WA$75,200–$124,100 / yearMaintain internal network by providing technical assistance to others within EY in area of expertise + Provide effective oversight, feedback, and coaching to junior team members + Mentor/coach team members to develop technical and leadership capabilities **Skills and attributes for success** + Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments + Proficient using Microsoft products such as Excel, Word, and Power Point + Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism + Strong attention to detail + Good communication skills (both written & verbal) + Proven conceptual and analytical ability **To qualify for the role you must have** + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + 4 - 6 years of increasingly diverse or moderately complex experience in related field + Ability to prioritize, handle and track multiple assignments + Strong analytical and problem-solving skills + Ability to work independently + Some supervision skills will be required + Strong oral and written communication as well as presentation skills + Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism + Proficient using Microsoft products such as Excel, Word, and Power Point + Proficiency in tax accounting systems + Willingness to travel as needed, and working in a balanced hybrid environment **Ideally, you'll also have** + CPA, EA, or licensed attorney, but not required **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .
Client Service Specialist - R26_2136 Ameriprise FinancialClient Service Specialist - R26_2136Seattle, WAFull timeGeneral administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
FY26 - Tax Senior Services Manager - Financial Services-Customer Tax Operations and Reporting - EDG EYFY26 - Tax Senior Services Manager - Financial Services-Customer Tax Operations and Reporting - EDGSeattle, WA$127,900–$291,900 / yearEmployee has the authority to make significant choices and decisions, without specific guidance or direction from leadership **To qualify for the role you must have** + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + A minimum of 8+ years of operational delivery experience + CPA, EA, or licensed attorney + Ability to prioritize, handle and track multiple assignments + Strong analytical and problem-solving skills + Strong data analysis capabilities + Ability to draft/design business requirements, process flow diagrams and rules matrices + Change management, operations and process improvement experience + Ability to identify improvement opportunities and actively engage in implementing improvements + Demonstrated leadership skills and proven skills in developing employees + Strong oral and written communication as well as presentation skills + Exceptionally strong organization, process and people management skills + Excellent trouble shooting, execution and communication (written and verbal) skills + Proficient using Microsoft products such as Excel, Word, and Power Point, Proficiency in tax accounting systems **Ideally, you'll also have** + Strong operations skills, tax technical skills not a requirement + Experience managing a production line team **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters as well as non-US indirect taxes, such as foreign transaction taxes, stamp duty, and value-added taxes.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateWA$77,000–$214,000 / yearp>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Oracle Technology Sales Director - Financial Services AccentureOracle Technology Sales Director - Financial ServicesKirkland, WA$136,800–$237,600 / yearWhat you need: + Minimum 8 years of experience in sales for a large Consulting or Technology services provider + Minimum 3 years of experience selling into any of these industries is required: Financial Services, Communications/Media/Technology, Products (Consumer, Retails, Industrial), Public Sector, Resources (Utilities, Oil & Gas, Energy) + Minimum 3 years of experience selling Oracle products + Minimum of 8 years' Sales Pursuit Management experience. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
Advisory Solution Director - Salesforce Practice (Financial Services) AcxiomAdvisory Solution Director - Salesforce Practice (Financial Services)Seattle, WAOur job opportunities will give you the opportunity to showcase your talents, grow your skills, and expose you to cutting-edge technologies, whether you're an engineer, developer, products guru, systems and security expert, sales and consulting executive, or an intern looking to gain real experience with a company that will make you stand out. Financial Services Industry focusing on Banking, Insurance and Wealth Management sub-verticals, helping them drive innovation, customer engagement, and data-driven growth using Salesforce technology.
NewFinancial Services Consultant- Part time/remote GFI-Team IkigaiFinancial Services Consultant- Part time/remoteSeattle, WARemoteThis role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide.
Senior Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming) KeyCorpSenior Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming)Seattle, WARemote$128,000–$268,000 / yearAdditionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesWAp>This role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Financial Services - International Corporate Tax Advisory - Tax Manager EYFinancial Services - International Corporate Tax Advisory - Tax ManagerSeattle, WA$116,200–$212,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com . Our focused model and bold ambition have put us at the center of?the events?that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Global Accounting Services Chief Financial Officer Bill and Melinda Gates FoundationGlobal Accounting Services Chief Financial OfficerSeattle, WA$368,500–$571,100 / yearYou will partner closely with executive leadership, investment managers, country office leaders, trustees, and affiliated organizations to ensure world-class financial stewardship, scalable financial systems and controls, and enterprise-wide risk management. The team provides strategic leadership and enterprise-wide services across financial reporting, technical accounting, internal controls, tax strategy and compliance, treasury and investment operations, international payroll, and employee expense management.
Global Accounting Services Chief Financial Officer Gates FoundationGlobal Accounting Services Chief Financial OfficerSeattle, WA$368,500–$571,100 / yearYou will partner closely with executive leadership, investment managers, country office leaders, trustees, and affiliated organizations to ensure world-class financial stewardship, scalable financial systems and controls, and enterprise-wide risk management. The team provides strategic leadership and enterprise-wide services across financial reporting, technical accounting, internal controls, tax strategy and compliance, treasury and investment operations, international payroll, and employee expense management.
Sales Transformation Consultant - Manager Financial Services AccentureSales Transformation Consultant - Manager Financial ServicesSeattle, WA$70,350–$205,800 / year2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the industry and its challenges and opportunities Bonus Points If: + Strong client relationship development and client management skills + A Bachelor's degree + You have Salesforce CRM or CPQ certifications + You have prior experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle + You have prior experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP + You have experience facilitating design thinking workshops to help our Financial Services clients re-imagine their future + You've got an advanced degree or financial industry certification + You've got experience in sales and delivering banking projects on time Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. + Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables + Consult and partner with our clients to help them develop high performance solutions to advance their industry position in Financial Services + Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives + Help develop of our next generation Financial Services offerings for Customer, Sales & Service.
Finance Manager - Financial Services T-MobileFinance Manager - Financial ServicesBellevue, Washingtonp style="text-align:inherit">The FP&A (Financial Planning & Analysis) – Financial Services role is responsible for providing financial insights, forecasting, budgeting, and performance analysis to support strategic and operational decision-making within financial Services businesses. This position partners closely with senior leadership, business unit leaders, and cross-functional teams to drive profitability, efficiency, and sustainable growth while ensuring strong financial controls and regulator awareness.
Financial Services - Wealth and Asset Management - Tax Manager EYFinancial Services - Wealth and Asset Management - Tax ManagerSeattle, WA$116,200–$212,900 / yearBuild impactful relationships with new and existing clients and maintain relationship with firm leadership + Create a positive and trusting environment where team members know each other and feel a part of their team + Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary **To qualify for the role you must have** + A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience + CPA license or a licensed Attorney is required + Familiarity with the financial services industry gained through direct involvement with managed investment vehicles + Broad exposure to federal income taxation and exposure to state and local tax **Ideally, you'll also have** + Excellent managerial, leadership, organizational, and verbal/written communication skills + Demonstrated skills in mentoring and training others **What we look for** Hard working team player who is comfortable partnering with others as well as working independently. **Skills and attributes for success** + Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down + The ability to teach or assist in firm in-house trainings + Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
NewPrincipal, Salesforce Financial Services Cloud & Agentforce West Monroe Partners, LLCPrincipal, Salesforce Financial Services Cloud & AgentforceSeattle, WA$127,700–$150,200 / yearp>West Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Financial Compliance Officer-1 (Behavioral Health & Veterans Services) Snohomish County GovernmentFinancial Compliance Officer-1 (Behavioral Health & Veterans Services)Everett, WA$78,486.84–$100,171.44 / yearA bachelors degree in accounting, business, finance or other field directly related to professional accounting/auditing work; PLUS, three (3) years professional level experience in a position involving accounting/financial experience; OR, any combination of training and/or experience that provides the required knowledge and abilities. This individual will be required to develop robust, nimble funding tracking systems unique to the Division's needs; track various funding streams and multiple budgets; provide reports; and support various team members with navigating County fiscal processes.
Financial Services Representative I, II, Senior Global Credit UnionFinancial Services Representative I, II, SeniorSnohomish, Washington$49,284–$73,391 / yearli>Click here to view Global’s comprehensive Benefits Programs. Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan.
Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned EYFinancial Services-Wealth and Asset Management - Tax Manager-EDGE client alignedSeattle, WA$103,600–$189,700 / yearReview and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations + Provide effective leadership, formal and informal feedback, and coaching to team members **Skills and attributes for success** + Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed + Experience presenting in client conversations regarding complex or difficult topics + Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations + Ability to manage multiple work assignments, team members and deadlines simultaneously **To qualify for the role you must have** + Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics + Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry + Broad exposure to federal income taxation and exposure to state and local tax + Proficient in the use of various tax and accounting technologies + Excellent teaming, leadership, organizational, and verbal/written communication skills + Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney **What we look for** We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. **Responsibilities include** + Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution + Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables + Ability to lead projects and work independently, with guidance in only the most complex situations + Incumbent has specialized depth and/or breadth of expertise + Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting + Support effective long-term relationships and manage workflow effectively with our clients + Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics + Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA Thrivent Financial for LutheransAssociate Financial Advisor - Afton Union Financial Group - Seattle, WASeattle, WA$100,000–$140,000 / yearp>As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives.
Area Retail Leader KeyBankArea Retail LeaderSeattle, WAFull timeBuild, coach, develop, lead, and motivate a team of Branch Managers who can analyze client needs and recommending financial solutions that create lasting client relationships, ensuring understanding of Key's products and services, Key's sales and service process, and the competitive landscape, while instilling Key's vision and values with branch teams. Partner regularly with Business Banking and Private Bank Relationship Managers, Key Investment Services (KIS) Financial Advisors, Key Private Client (KPC) Leaders, and Mortgage Loan Officers in coaching sessions to develop the area strategies.
Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA Thrivent FinancialTeam Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WABellevue, WA$75,000–$90,000 / yearWhether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-motivated with a strong sense of ownership and accountability for delivering results + Proactive problem-solver who thrives with minimal supervision + Strong self-starter mindset with the ability to prioritize and manage multiple tasks + Ability to foster relationships with existing and new clients/members + Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) + Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions + Ability to maintain integrity of sensitive/confidential information Requirements + Bachelor's degree or equivalent experience. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorBremerton, WA$45,000–$100,000 / yearBenefits: 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. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Senior Associate Financial Advisor First Tech Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearli>Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center Bank of AmericaFinancial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial CenterBainbridge Island, WashingtonOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorKent, WAli>Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
NewSenior Associate Financial Advisor First Technology Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearFull timep>Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc.
Financial Advisor Edward JonesFinancial AdvisorBothell, WA$45,000–$100,000 / yearNo ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A compensation package that includes opportunities for commissions, profit sharing and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds + A culture of continuous improvement and professional development **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). **Skills/Requirements** **Candidates should have at least one of the four qualifications bullets listed below:** + A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career progression **Licensing:** + SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorIssaquah, Washington$85,000–$95,000 / yearp>This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice?.
US Experienced Financial Advisor Edward JonesUS Experienced Financial AdvisorBellevue, WAEarn 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.
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Seattle MarketBellevue, WA$80,000–$90,000 / yearOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Advisor - Bellevue, WA Country FinancialFinancial Advisor - Bellevue, WABellevue, WAp>COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Advisor First Tech Federal Credit UnionFinancial AdvisorRedmond, WAAdvisors in this role will cultivate new client relationships through First Tech's member ecosystem, on-campus visibility, referrals, seminars, and strategic networking, while helping clients navigate complex financial decisions around equity compensation, retirement planning, wealth accumulation, and risk management. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Associate Financial Advisor - North King Co/Snohomish Co Boeing Employees Credit UnionAssociate Financial Advisor - North King Co/Snohomish CoBothell, WA$28.99–$35.34 / hourBusiness 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. 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.
Associate Financial Advisor - South Puget Sound Boeing Employees Credit UnionAssociate Financial Advisor - South Puget SoundTukwila, WA$28.99–$35.34 / hourBusiness 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.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorSilverdale, WAp>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
NewFinancial Advisor First Technology Federal Credit UnionFinancial AdvisorRedmond, WAFull timep>Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Advisors in this role will cultivate new client relationships through First Tech's member ecosystem, on-campus visibility, referrals, seminars, and strategic networking, while helping clients navigate complex financial decisions around equity compensation, retirement planning, wealth accumulation, and risk management.
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.