53 Results for

Financial Specialist Jobs in Washington

Jobs

Yakima, WA

$20.87–$27.23 / hour
Full time

Employment is contingent upon successfully completing and passing a Pre-employment Drug Screen and a Washington State Patrol Background Check and/or National Background Check, Reference Checks, Credit Check if applicable and other required documents. Summary: The Accounts Payable Specialist, under the direction of the Senior Financial Specialist, is responsible for all Accounts Payable duties and ensures these functions are carried out accurately and timely.

30+ days ago

Mount Vernon, WA

$3,643–$6,227

Maintain a working knowledge of eligibility requirements for all aid programs administered by the office; Independently evaluate student files to ensure proper submission of required documents, accuracy of documents, and eligibility for financial aid funds; In accordance with federal and state regulations, complete the Verification process for selected students, using submitted documentation that includes tax returns, verification worksheets, and other required documents: It is a requirement of this position to understand general IRS tax filing rules; The ability to read, interpret, and understand the layout and required items included on a tax return is also a requirement; Through an independent evaluation of federal and state applications and documents submitted by students, apply specific policies and regulations to determine Financial Need, as defined by the Department of Education and the state, and offer students aid based on their eligibility; Conduct research using federal and state resources to resolve student eligibility issues, and evaluate continued eligibility based on federal, state, and college rules; Analyze and evaluate documentation submitted by students and submit corrections to the federal/state processor as needed; Independently use Professional Judgement (as defined by ED) to make exceptions and change data elements included on the FAFSA /WASFA and in the student's budget, based on student-specific special circumstances or application errors, based on documentation. Manage all aspects of the student loan programs within the Financial Aid department, including but not limited to Subsidized and Unsubsidized Federal Direct Loans, Parent Plus Loans, and Private Student Loans; Assist students and families with questions related to student loans, including repayment obligations, borrowing limits, and loan options; Process and award Federal Direct Loans, including eligibility determination, packaging, revisions, and adjustments; Oversee loan origination, disbursement, reconciliation, and reporting through federal systems; Ensure compliance with loan-related regulations, including annual and aggregate loan limits, enrollment requirements, and authorization documentation; Collaborate with the Business Office, Student Accounts, and third-party servicers to resolve loan discrepancies and disbursement or reconciliation issues; Provide updates, guidance, and training to financial aid staff, student services staff, and other stakeholders on changes to financial aid and loan regulations; Assist in developing and refining departmental policies, procedures, and workflow documentation related to aid and loan processing; Stay current on regulatory changes, system updates, and best practices related to federal student aid and loan administration; Assist with Pell Grant reporting, reconciliation, and drawdowns, as requested.

30+ days ago

Seattle, Washington

div>

30+ days ago

Olympia, WA

$40,000–$85,000

p>This role supports a professional, structured environment focused on delivering financial education through virtual engagement.

We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

30+ days ago

Monroe, WA

Sea Mar Community Health Centers, a Federally Qualified Health Center (FQHC) founded in 1978, is a community-based organization committed to providing quality, comprehensive health, human, housing, educational and cultural services to diverse communities, specializing in service to Latinos in Washington State. For example, Full-time employees working 30 hours or more, receive an excellent benefit package of: + Medical + Dental + Vision + Prescription coverage + Life Insurance + Long Term Disability + EAP (Employee Assistance Program) + Paid-time-off starting at 24 days per year + 10 paid Holidays.

21 days ago

Kalorama Heights, WA

Remote

$70,000–$75,000

p>This position is ideal for individuals who are analytical, professional, and motivated to grow within a structured financial services organization.

Explain financial concepts related to protection strategies, asset accumulation, and retirement planning.

30+ days ago

Olympia, WA

$63,252–$64,776 / year

Specific work assignments may include any combination of the following program areas and functions, based on operational need and supervisor direction:

Federalprogramadministration-includingorigination, disbursement,andreconciliationof TitleIVfunds(Pell, Direct/StaffordLoans);monitoringCODtransactions;completingrequired federal documentation (MPN, Entrance/Exit Counseling); processing Return to Title IV(R2T4) calculations; and resolving report discrepancies within federal compliance timelines.
State program administration - including updating WSAC eligibility in ctcLink, processing and reconciling state fund awards (WCG, CBS, Passport, WASFA, and related programs), submitting monthly cash requests and A-19s, and coordinating Work Study program administration, including fund monitoring, employer contracts, and student payroll.

19 days ago

Shoreline, WA

$61,513–$82,816 / year

Skill In: • Fostering a climate of belonging through awareness and responsiveness • Understanding and interpreting detailed information and troubleshoot and problem solve issues with attention to detail • Time management, organization, and ability to meet competing deadlines/priorities • Critical thinking and proactive problem solving • Providing effective customer service to diverse groups of students • Entering and/or retrieving data accurately in computerized record keeping systems • Handling difficult and sensitive situations, using sound independent judgment within college and legal guidelines • Writing/editing/proofreading clear and concise materials resulting in effective oral and written communication with individuals inside and/or outside of the College • Establishing/maintaining effective working relationships at all organizational levels • Ability to work in a collaborative team environment with a diverse group of students, staff, and the public in a friendly, courteous, and helpful manner. Knowledge Of: • Microsoft Office products including Outlook, Word, and Excel • Experience with PeopleSoft (ctcLink) or similar software in a higher education setting • Experience in administering one or more federal or state financial aid programs • One (1) year experience working in a Washington State Community and Technical College setting in an office related to admissions, financial aid, finance, or other related field as a full-time employee, or equivalent experience as a part-time employee • Demonstrated experience with database systems and federal databases and programs such as NSLDS, COD, and the FAFSA Partner Portal • College policies and procedures, and federal and state regulations pertaining to financial aid programs.

30+ days ago

Yakima, WA

$27.44–$34.80 / hour

Knowledge: Practices and principles of project management; Basic accounting theories and principals; Laws and regulations governing financial activities of the Yakima County Treasurer's Office; Basic financial record keeping methods; Basic mathematics; Customer service techniques; Office practices; Phone etiquette; Computerized cashiering experience, General knowledge of property tax principals, and. Record and audit the Apportionment from the State, District deposits, Payroll Direct Deposit, Warrant Issue for Accounts Payable and Payroll, Void and Cancelled Warrants, Investment Purchases and Withdrawals, any incoming Monies from local, State and Federal agencies, and prepare the journal entries for School Payroll.

26 days ago

Bellevue, WA

$45,900–$61,296 / year

p>Experience with PeopleSoft (ctcLink) Experience working in a Financial Aid or related office Experience working with any of the following or similar programs Federal and/or State Work Study Demonated experience working in a financial aid office in a higher education setting. Generous benefits package is offered through Washington State plans that includes multiple medical, dental, life and disability coverage choices for employees and dependents; choices of retirement and deferred compensation plans; paid holidays, sick, and vacation plans; transit program, reduced tuition, employee discounts and memberships, etc.

30+ days ago

Lacey, WA

Must possess advanced clerical, technical, and administrative skills including typing and filing, knowledge of basic office equipment and technology, and skill in the use of office software to include Microsoft Office and Excel for creating and managing documents, spread sheets, presentations, and, as appropriate, data bases. These positions will assist the department administrator(s) in the management of various areas including but not limited to: maintaining record systems, planning, organizing, and participating in the administrative, clerical, and data management operations related to their assigned responsibilities.

28 days ago

Bainbridge Island, Washington

Once 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.

30+ days ago

Kennewick, WA

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.

30+ days ago

Olympia, Washington

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.

We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.

30+ days ago

Vancouver, Washington

30+ days ago

Bellevue, WA

p>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.

30+ days ago

Bellevue, WA

$80,000–$90,000 / year

Our 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.

30+ days ago

Shoreline, WA

$70,000–$80,000 / year

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. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.

30+ days ago

Tacoma, WA

$70,000–$80,000 / year

p>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.

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.

30+ days ago

Mount Vernon, WA

About 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.

30+ days ago

Spokane, WA

30+ days ago

Seattle, WA

30+ days ago

Tacoma, WA

20 days ago

Seattle, WA

$28.85–$33.65 / hour

Back to search results Financial 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 Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

30+ days ago

Seattle, WA

On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development" From my first day to today the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses.

30+ days ago

Shoreline, Washington

p style="text-align:inherit"/>

US - 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).

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

30+ days ago

Kirkland, WA

Once 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 youve learned by growing and deepening relationships within a portfolio of clients. I was provided with dedicated study time training and support On screen copy While studying for Security Licenses the Academy at Bank of America provides Dedicated study time Training Support while I obtained my Securities Industry Essentials Series 7 and Series 66 licenses.

30+ days ago

Bellevue, WA

$28.85–$33.65 / hour

Once 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).

30+ days ago

Spokane, Washington

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

30+ days ago

Seattle, WA

$26.86–$37.60 / hour

Salal Credit Union is seeking a Recovery Specialist to review delinquent accounts, identify effective collection strategies, and help members move toward better financial outcomes. Using active listening skills, answer questions to resolve account issues, while attempting to obtain voluntary payments or encourage payments plans.

28 days ago

Bellevue, WA

Remote

p>If you're passionate about helping others achieve financial independence and are ready to make a significant impact through scaling your own business within a supportive environment, join GFI-Team Ikigai as a Client Services Specialist and empower communities through excellence in financial services! You'll be working with individuals with in our team over zoom to ensure accuracy and efficiency within the finance team, with the opportunity to manage your own client base and scale your business as an entrepreneurial extension of GFI-Team Ikigai.

30+ days ago

Bellevue, WA

In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.

30+ days ago

Vancouver, WA

$67,745–$91,655 / year

p>RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence.

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

14 days ago

Seattle, WA

p>core competencies * teamwork – ability to foster teamwork collaboratively as a participant, and effectively as a team leader * leadership – ability to guide and lead colleagues on projects and initiatives * business acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people * communication – ability to effectively communicate to stakeholders of all levels orally and in writing * motivation – persistent in pursuit of quality and optimal client and company solutions * agility – ability to quickly understand and transition between different projects, concepts, initiatives, or work streams * judgment – exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications * organization – ability to manage projects and activity, and prioritize tasks . * commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors * curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together * humility – exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference * willingness - to constantly learn, share, and grow and to view the world as their classroom .

Today

Seattle, WA

p> CORE COMPETENCIES * Teamwork – ability to foster teamwork collaboratively as a participant, and effectively as a team leader * Leadership – ability to guide and lead colleagues on projects and initiatives * Business Acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people * Communication – ability to effectively communicate to stakeholders of all levels orally and in writing * Motivation – persistent in pursuit of quality and optimal client and company solutions * Agility – ability to quickly understand and transition between different projects, concepts, initiatives, or work streams * Judgment – exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications * Organization – ability to manage projects and activity, and prioritize tasks . * Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors * Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together * Humility – exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference * Willingness - to constantly learn, share, and grow and to view the world as their classroom .

Today

Tumwater, WA

$3,752–$5,011

li>ADVANCED: Insert content using quick parts; control text flow; perform mail merge function; uses macros for tasks; insert cover pages and table of contents; track changes and comments; insert bookmarks, footnotes and endnotes; add hyperlinks; cross-references and citations; link documents to excel worksheets; send document to PowerPoint; merge documents; redaction function; hide text; add digital signature, restrict access and use passwords; create, protect and automate forms.

ADVANCED: Create and edit macros; conditional formatting; apply data validation criteria; able to protect, share and merge files; trace cells and troubleshoot formula errors; uses data list outline; consolidate data and link workbooks; export and import text files and XML data; import data from the Web and create Web queries; analyze data using trend lines, Sparklines and scenarios.

5 days ago

Seattle, WA

You will own the motion that extracts and reimagines the business logic locked inside legacy cores, mainframe, mid-range, and adjacent systems, and rebuilds it as cloud-native, AI-ready architecture that unlocks Bedrock and AgentCore at enterprise scale. When a customer needs to reinvent a business function that runs on legacy core systems, they count on us to innovate with them, compose the right partner and capability stack, and deliver production outcomes at the speed the business actually requires.

30+ days ago

Seattle, Washington

p/>

SoM’s Integrated Resources – Financial Operations unit has four pods specializing in different functional areas:

The Reimbursement pod processes and reviews reimbursements, ensuring compliance for UW employees and offering non-employee reimbursement services to select units.
The Procurement pod enters and processes procurement-related transactions, including monitoring and troubleshooting outstanding invoices and credit holds, and completes compliance reviews to ensure accuracy and compliance with applicable policies.

6 days ago

$4,653–$6,259

Preferred skills, knowledge, and abilities: Rules and requirements governing the administration of long-term care programs; state and federal medical assistance programs, Home & Community based waivers, institutional program eligibility, Community First Choice, Medicaid Personal Care, Medicaid Alternative Care, Tailored Supports for Older Adults, Aged, Blind, Disabled cash assistance, Basic Food, and WASHCAP. I have 5 years of combined higher education and/or work experience in financial services: This total must include at least one years equivalent work experience in one of the following areas: Examining/processing loan applications, Medical experience or rehabilitation claims, Unemployment insurance claims, Providing staff support in financial eligibility determination, Analyzing, verifying, and evaluating financial data and information.

28 days ago

Vancouver, WA

$5,271–$7,082

p>Full-time employees who work full monthly schedules qualify for holiday compensation if they are employed before the holiday and are in pay status for at least 80 nonovertime hours during the month of the holiday; or for the entire work shift preceding the holiday.

As provided in WAC 357-58-175, an employer may authorize a lump-sum accrual of vacation leave or accelerate the vacation leave accrual rate to support the recruitment and/or retention of a candidate or employee for a Washington Management Service position.

8 days ago

Colfax, WA

$49,428–$66,372 / year

In addition to maintaining over 20,000 lane miles of state highway and 4,100 bridges, WSDOT manages the worlds longest floating bridge, leads an award-winning Active Transportation Plan, holds the record for the world's widest tunneling project, and operates the largest ferry system in the nation! This position supports WSDOT's mission by ensuring accurate fiscal operations, efficient administrative services, responsive customer support, and continuity of maintenance operations during routine and emergency response activities, including seasonal winter operations.

27 days ago

Seattle, WA

$147,945–$197,200 / year

If you are claiming Veterans Preference, you must submit: A copy of your DD-214 that shows active service and character of discharge, OR A certification of expected discharge or release from active duty under honorable conditions within 120 days from the date of application (Current Active Duty Members only); AND/OR The Application for 10-Point Veteran Preference (SF-15) AND all documents indicated on the form as proof of type of preference; AND/OR Proof of Sole Survivorship Preference (e.g., certificate of death or 100% disability as a result of serving in the armed forces). Customer Service - Works with clients and customers (i.e., any individuals who use or receive the services or products that your work unit produces, including the general public, individuals who work in the agency, other agencies, or organizations outside the Government) to assess their needs, provide information or assistance, resolve their problems, or satisfy their expectations; knows about available products and services; is committed to providing quality products and services.

26 days ago

Longview, Washington

div class="careers-description__container">

Arrow Financial Group is a client-focused wealth management practice committed to delivering a high level of personalized service and proactive financial planning. As Arrow Financial Group continues to expand, there is a clear opportunity for this individual to evolve into a key operations leader responsible for shaping onboarding processes, supporting team development, and driving operational excellence across the practice.

27 days ago

Olympia, WA

$51,840–$54,504 / year

li>Analyzes payment posting and sequencing and adjusts as needed.•Adds charges and waivers to student accounts as needed, including parking and library fines and athletic department waivers.•Identifies missing due dates and reverses and reposts transactions accordingly. The role contributes to student access and success by maintaining financial integrity, supporting enrollment and retention efforts, and providing technical and fiscal support to students, staff, and campus partners.

30+ days ago

Yakima, WA

$49,428–$66,372 / year

Applicants who meet the minimum qualifications and wish to claim Veterans Preference MUST attach a copy of their DD214, NGB Form 22, or Predischarge Certification (issued not more than 120 days prior to End of Term of Service (ETS) by date of submission). The Opportunity: As a Public Benefits Specialist, you will provide direct customer service in a fast-paced call center environment, assisting families seeking childcare assistance through Washington States Child Care Subsidy Program.

21 days ago

$25.97–$31.75 / hour

Job Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.

20 days ago

Lynnwood, WA

$25.97–$31.75 / hour

22 days ago

Yakima, WA

$107,000–$166,000 / year

em> Life Assistance Plan Free access to financial counselors Employee Wellness Program 8 hours of paid volunteer time annually About DS Baker Advisors: This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. About the Senior Wealth and Trust Advisor's Role: As a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts.

30+ days ago

Kirkland, WA
$132,500–$338,300 / year
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. Job Qualifications Here's What You Need: + Minimum of 10 years relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 7 years of digital assets experience leading financial services client engagements or workstreams within or across banking (incl.
20 days ago

Yakima, WA
$93,000–$144,000 / year
p>About the Wealth and Trust Advisor's Role:
As a member of the DS Baker Advisors team, the primary role of the Wealth and Trust Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts.
About DS Baker Advisors:
This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey.
30+ days ago

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Specialist job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Specialist Jobs in Washington

Accounts Payable Specialist People For People

Program Specialist 2 (In-Training) or Program Specialist 3 (Financial Aid Specialist) SKAGIT VALLEY COLLEGE EDUCATION ASSOCIATION

Financial Specialist Sea Mar Community Health Centers

Financial Services Specialist – Washington All Financial Freedom

Financial Specialist for Behavioral Health Sea Mar Community Health Centers

Financial Services Specialist All Financial Freedom

Program Specialist 3- Student Financial Services South Puget Sound Community College

Program Specialist 3 - Financial Aid (Pell/ISIR Processing) (C) SHORELINE COMMUNITY COLLEGE

Financial Specialist IV COUNTY OF YAKIMA

Financial Aid Program Specialist 2 Bellevue College

2025-26 Office Professional VI-Financial Tech - Financial Services (In-District Only) NORTH THURSTON PUBLIC SCHOOLS # 3

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center Bank of America

Financial Advisor - Kennewick, WA Country Financial

Financial Advisor - Olympia, WA COUNTRY Financial

Financial Advisor - Vancouver, WA COUNTRY Financial

Financial Advisor - Bellevue, WA Country Financial

Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of America Corp

Financial Solutions Advisor- Seattle North Area Bank of America Corp

Financial Solutions Advisor- South Puget Sound Area Bank of America Corp

Financial Advisor - Mt Vernon/Ferndale/Bellingham WA Thrivent Financial

Financial Advisor - Spokane / Eastern Washington / Coeur d'Alene / Northern Idaho and surrounding a Thrivent Financial

Financial Advisor - Greater Seattle/Bellevue Area Thrivent Financial

Financial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas Thrivent Financial

Financial Solutions Advisor Registration Candidate- Columbia South Basin Bank of America Corp

Financial Solutions Advisor Registration Candidate - Northgate, WA Market Bank of America Corp

Senior Financial Solutions Advisor -Northwest Region Bank of America

Financial Solutions Advisor Registration Candidate - Totem Lake, WA Market Bank of America Corp

Financial Solutions Advisor Registration Candidate- Eastgate Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Mountain West Market Bank of America

Recovery Specialist / Senior Recovery Specialist Salal Credit Union

Client Services Specialist GFI-Team Ikigai

Private Client Experience Specialist - Bellevue, WA JPMorgan Chase & Co

Business Services Representative (Small Business Specialist) First Citizens BancShares Inc

ITSM IT Policy Specialist - WA ProSidian Consulting

HRSM Human Resources Staffing Specialist II - WA ProSidian Consulting

SHIBA Resource and Referral Specialist (Insurance Technician 3) State of Washington

Principal GTM Specialist, Agentic AI-Led Mainframe Transformation, AWS Transform, AWS WWSO Amazon

Shared Services Specialist SOM Candidate bank University of Washington

DSHS HCLA Public Benefits Specialist 4 State of Washington

DSHS ESA Quality Control Specialist State of Washington

Fiscal Specialist Supervisor State of Washington

Information Technology Specialist (APPSW), AI Software Engineer, GS-2210-15, FPL 15 (Direct Hire) U.S. Department of Education

Operations Specialist Ameriprise Financial

Fiscal Specialist 2- Lead Cashier South Puget Sound Community College

Public Benefits Specialist 1-3 In-Training (PBS1-3) - Yakima State of Washington

Senior Banker - Bilingual Spanish Language Preferred Bank of America Corp

Senior Banker Bank of America Corp

Senior Wealth & Trust Advisor Baker Boyer Bank

Digital Assets Senior Manager Accenture

Wealth & Trust Advisor Baker Boyer Bank

Resume Resources

Similar Job Searches