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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorOak Harbor, 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 / yearAbility 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.
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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorKenmore, 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.
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.
Financial 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. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.
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.
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.
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.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorEdmonds, WashingtonSoundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice. This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm.
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.
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.
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.
NewAssociate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorSeattle, WA$71,800–$97,100 / yearAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorSilverdale, WAFirst 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.
Financial Advisor - Bellevue, WA Country FinancialFinancial Advisor - Bellevue, WABellevue, WACOUNTRY 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.
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.
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.
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.
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.
Principal, Salesforce Financial Services Cloud & Agentforce West Monroe Partners, LLCPrincipal, Salesforce Financial Services Cloud & AgentforceSeattle, WA$127,700–$150,200 / yearWest 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 Advisor - Greater Seattle/Bellevue Area Thrivent FinancialFinancial Advisor - Greater Seattle/Bellevue AreaSeattle, WAAbout Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. 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 - Mt Vernon/Ferndale/Bellingham WA Thrivent FinancialFinancial Advisor - Mt Vernon/Ferndale/Bellingham WAMount Vernon, WAAbout Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. 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.
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. 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.
Financial Advisor Ameriprise Financial IncFinancial AdvisorBellevue, WA$53,000–$83,000 / yearPreferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • 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: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.
Financial Services Representative I, II, Senior Global Credit UnionFinancial Services Representative I, II, SeniorSnohomish, Washington$49,284–$73,391 / yearFull timeSenior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. 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 - 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.
NewLead Financial Advisor - Seattle, WA Advisor Talent SolutionsLead Financial Advisor - Seattle, WASeattle, WashingtonIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Presented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
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.
Financial Advisor Northwestern MutualFinancial AdvisorSeattle, Washington$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA Thrivent FinancialAssociate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WABellevue, WA$70,000–$105,000 / yearResponsibilities may include working with a Lead Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain clients, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among clients and prospects. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent clients and their families.
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.
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 Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WASeattle, WAFinancial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Finance Manager - Financial Services T-MobileFinance Manager - Financial ServicesBellevue, WashingtonThis 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. 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.
Senior Associate, Investor Services - Hybrid SS&C Technologies Holdings IncSenior Associate, Investor Services - HybridBellevue, WA$55,000–$90,000 / yearThese services include processing of investor subscriptions and redemptions, performing anti-money laundering and due diligence checks on investors, reporting to investors and clients, and handling investor communications and inquiries. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
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.
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.
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Seattle, WASeattle, WAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Financial Solutions Advisor Registration Candidate- Columbia South Basin Bank of AmericaFinancial Solutions Advisor Registration Candidate- Columbia South BasinSeattle, WAFinancial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Kennewick, Washington; Spokane, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Coeur D Alene, Idaho; Renton, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Columbia-South-Basin\_26017348) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Columbia-South-Basin\_26017348) **Job Description:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Financial Solutions Advisor Registration Candidate - Stanwood Bank of AmericaFinancial Solutions Advisor Registration Candidate - StanwoodStanwood, WAFinancial Solutions Advisor Registration Candidate - Stanwood Stanwood, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Stanwood/Financial-Solutions-Advisor-Registration-Candidate---Stanwood\_26019435) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Stanwood/Financial-Solutions-Advisor-Registration-Candidate---Stanwood\_26019435) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Senior Financial Solutions Advisor -Northwest Region Bank of AmericaSenior Financial Solutions Advisor -Northwest RegionShoreline, WashingtonUS - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110). If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide.
Financial Solutions Advisor - EASTSIDE Market Bank of America CorpFinancial Solutions Advisor - EASTSIDE MarketRedmond, WA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - EASTSIDE Market Redmond, Washington; Bellevue, Washington; Kenmore, Washington; Kirkland, Washington; Kirkland, Washington; Kirkland, Washington; Redmond, Washington; Sammamish, Washington; Bellevue, Washington; Bellevue, Washington; Bellevue, Washington; Redmond, Washington; Redmond, Washington; Sammamish, Washington; BELLEVUE ON 2ND (WA3189), Bellevue Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
New Accounts Representative Heritage Financial CorpNew Accounts RepresentativeEverett, WA$23.84–$28.61 / hourThe Everett Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Financial Advisor Mass Mutual NWFinancial AdvisorEverett, WA$75,000–$125,000 / yearMassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. We provide training, licensing support, mentorship, and professional development to help you develop your business within the firm’s supported platform.
Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateEdmonds, WAFull-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. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Registered Branch Associate Edward JonesRegistered Branch AssociateEdmonds, WAState insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing At Edward Jones, we are building a place where everyone feels like they belong. ** + A culture of continuous improvement and professional development + 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.
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.