City of Lake Forest ParkNewFinance Director City of Lake Forest ParkFinance DirectorLake Forest Park, WA$70.64–$94.18 / hourDevelops and maintains a workforce committed to, and with highly developed competencies in, customer service, results orientation, and teamwork; develops priorities and assigns tasks/projects; selects, trains, motivates, mentors and evaluates staff; meets regularly with staff to discuss and resolve priorities and workload and technical issues; establishes and monitors employee performance objectives; plans, directs and coordinates work plans; provides or coordinates staff training; works with employees to correct deficiencies; implements corrective action. The Finance Director is responsible for the overall leadership and management of the Finance & IT department including budgeting, financial planning, debt management, accounts payable and receivable, cash management, payroll, utility billing, business licensing and taxation, and information services; Manages assigned staff and assures that department activities and operations follow State and Federal regulations, and City policies and procedures.
BECUAssociate Financial Advisor - North King Co/Snohomish Co BECUAssociate Financial Advisor - North King Co/Snohomish CoTukwila, WAFull timeBusiness Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.
BECUAssociate Financial Advisor - South Puget Sound BECUAssociate Financial Advisor - South Puget SoundTukwila, WAFull timeBusiness 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.
Ameriprise FinancialComplex 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.
KeyBankPrivate Client Advisor KeyBankPrivate Client AdvisorCovington, WAFull timeCoordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
KeyBankKPB Lead Institutional Advisor KeyBankKPB Lead Institutional AdvisorSeattle, WAFull timeThe Advisor partners with the IA Investment Team on portfolio construction and investment solution delivery, collaborates with local Key Private Bank (KPB) markets to execute IA strategy, and works with Specialized Services and Philanthropic Consultants to address specific client needs. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
JLLEngineering Technical Advisor JLLEngineering Technical AdvisorWedgwood, WARemoteFull timeThis role combines direct supervision of Field Support Specialist staff with a focus on technical excellence, knowledge management, and capability development to support field operations teams and ensure operational continuity across the portfolio. What this job involves:The Engineering Technical Advisor will serve as the primary technical expert for engineering operations, providing specialized technical support, regulatory guidance, and training leadership across all facility engineering disciplines.
GHD Inc.Senior Incident Management Advisor - PTAN GHD Inc.Senior Incident Management Advisor - PTANSeattle, WARemoteFull timeWorking with an energetic and high performing team, this position offers a variety of work and will see you involved in: Direct and coordinate activities of personnel engaged in preparation of radio or television station program schedules and programs, such as sports or news. This role is ideal for professionals with 15+ years of experience in emergency response and incident management, who hold multiple NIMS ICS Position Specific Training Program certifications and are passionate about mentoring others.
Puget Sound Energy, IncAdvisor IT Technology Analyst Puget Sound Energy, IncAdvisor IT Technology AnalystBothell, WAFull timeAdditionally, you'll help shape the future of our product development by partnering with development teams and mentoring cross-functional collaboration to drive excellence in product delivery as a cohesive, efficient, and productive organization. To learn more about why PSE is a great place to work, see our Employee Value Proposition, which highlights our commitment to employee growth, work-life balance, and meaningful career opportunities in the energy sector.
KeyBankKey Private Bank Family Wealth Strategist KeyBankKey Private Bank Family Wealth StrategistSeattle, WAFull timeThis senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Beacon Pointe AdvisorsWealth Advisor Beacon Pointe AdvisorsWealth Advisorbellevue, WABeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment.
Apex Systems, Inc.Registered Client Service Associate Apex Systems, Inc.Registered Client Service AssociateSeattle, WAFull timeAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Beacon Pointe Advisors LLCWealth Advisor Beacon Pointe Advisors LLCWealth AdvisorBellevue, WABeacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment.
Baker Tilly US, LLPTax Senior Manager, Private Wealth Baker Tilly US, LLPTax Senior Manager, Private WealthSeattle, WAFull timeBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Beacon Pointe Advisors LLCSenior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSeattle, WAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorBellevue, Washington$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
CitrixPrincipal Solution Specialist, Cloud & DaaS, North America CitrixPrincipal Solution Specialist, Cloud & DaaS, North AmericaSeattle, WA$150,400–$225,600 / yearFull timeAs a Cloud & DaaS Solution Specialist, you will: Lead TechnicalEngagements:Drive the technicallifecycleof priority Citrix DaaS solutionsfrom presentation throughinitialadoption, including delivering high-impact product demonstrations, leading architectural sessions, and managing Proof of Concepts (PoCs). NY generally ranges: $172,960-$259,440CA generally ranges: $180,480-$270,720All other locations fall under our General State range: $150,400-$225,600Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work.
Merit Financial AdvisorsWealth Advisor - Banking Channel Merit Financial AdvisorsWealth Advisor - Banking ChannelSeattle, WARemoteBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The Associate Vice President (AVP), Banking Channel operates as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients introduced through Merit’s bank relationships.
RK PartnersFinancial Advisor-Seattle RK PartnersFinancial Advisor-SeattleSeattle, 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.
Ameriprise FinancialNewClient 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.
Goldman SachsAsset & Wealth Management, Private Wealth Management, Financial Analyst - Seattl Goldman SachsAsset & Wealth Management, Private Wealth Management, Financial Analyst - SeattlSeattle, WA$75,000–$125,000 / yearFull timeOur Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Apex Systems, Inc.Recruiter Business Partner - 3034850 Apex Systems, Inc.Recruiter Business Partner - 3034850Seattle, WATemporaryContractorFull timeIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. The ideal candidate thrives in an innovative, fast-paced environment and possesses extensive knowledge of talent acquisition and business functional areas, forging dynamic relationships with business leaders and hiring managers.
KeyBankArea 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.
BECUSr Financial Analyst - Member & Digital Experience BECUSr Financial Analyst - Member & Digital ExperienceSeattle, WAFull timeYou'll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst - Member & Digital Experience, you'll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.
Parcion Private WealthNewFinancial Advisor ( Family Advisor) Parcion Private WealthFinancial Advisor ( Family Advisor)Bellevue, WA$88,000–$150,000We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term perspective. This role is designed for a sophisticated advisor who can operate as a trusted partner to clients, supporting them before, during, and after liquidity events — while collaborating with internal specialists and external professionals to deliver a seamless client experience.
RBCComplex Assistant Manager RBCComplex Assistant ManagerTacoma, WAFull timeEnsure new advisors are properly onboarded including overseeing the process of coordinating new clients' paperwork, and ensure new advisors receive training on RBC's policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients. Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting.
Goldman SachsAsset & Wealth Management, Private Wealth Management, Wealth Management Professi Goldman SachsAsset & Wealth Management, Private Wealth Management, Wealth Management ProfessiSeattle, WAFull timeOur Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Goldman SachsAsset & Wealth Management, Private Wealth Management, Business Development Profe Goldman SachsAsset & Wealth Management, Private Wealth Management, Business Development ProfeSeattle, WA$75,000–$160,000 / yearFull timeOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach.
T-Mobile USA, IncCorporate Development Manager T-Mobile USA, IncCorporate Development ManagerBellevue, WAFull timeThe Corporate Development Manager will be involved in qualifying prospective deal opportunities, performing strategic and quantitative analysis, conducting due diligence, performing valuation analysis, supporting negotiations, and participating in closing activities. Knowledge, Skills and Abilities: Strong analytical skills, fluency in performing rigorous financial, valuation and broad quantitative analyses and familiarity with accounting & key operational metrics.
Perkins Coie LLPSenior Strategist - Financial Services Sector Perkins Coie LLPSenior Strategist - Financial Services SectorSeattle, WAFull timeLead the conception and execution of high-impact, sector-focused campaigns, thought leadership, and client-focused programs, collaborating with teams across the marketing department to ensure fully leveraged programing. This includes familiarity with financial regulation, compliance frameworks, and the impact of regulatory change on market participants, along with the ability to interpret and integrate industry trends-such as digital transformation and evolving transaction models-into strategic planning and business development initiatives.
BECUSr Financial Analyst - Technology BECUSr Financial Analyst - TechnologyTukwila, WAFull timeMinimum 7 years offunctional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives and building business cases for ROI and NPV for leadership decision making, and using One Stream andQuickviewas well as Excel modeling and financial analysis skills. Cross-Functional Collaboration:Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management to align financial planning efforts with enterprise priorities.
KeyBankSenior 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.
FlightSafety International IncSr. Sales Strategy & Operations Analyst FlightSafety International IncSr. Sales Strategy & Operations AnalystSeattle, WAFull timeIndividuals seeking employment at DocuSign are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category. Using Docusign's Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM).
FlightSafety International IncStrategic Customer Success Account Manager FlightSafety International IncStrategic Customer Success Account ManagerSeattle, WAFull timeUsing Docusign's Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM). Individuals seeking employment at DocuSign are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category.
WEX INCDirector of FP&A, Technology & Digital WEX INCDirector of FP&A, Technology & DigitalSeattle, WAFull timeThrough a data-driven and forward-looking approach, this leader will enhance forecasting accuracy, improve investment visibility, and enable informed decision-making that supports WEX's growth and digital transformation strategy. Highly self-driven and proactive leader, with a strong desire to continuously learn, grow, and expand business impact while developing teams and future leaders.
Charles SchwabSenior Manager, Wealth Advisor - Wealth Advisory Charles SchwabSenior Manager, Wealth Advisor - Wealth AdvisoryBellevue, WASchwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. If you want to work with a firm that is dynamic, client focused and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as a Private Client Advisor with Schwab Private Client Investment Advisory.
KeyBankKey Private Bank Senior Relationship Manager KeyBankKey Private Bank Senior Relationship ManagerSeattle, WAFull timeGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
KeyBankNewBusiness Banking Relationship Manager KeyBankBusiness Banking Relationship ManagerSeattle, WAFull timeJob SummaryThe Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio.
KeyBankCDLI Team Leader KeyBankCDLI Team LeaderSeattle, WAFull timeThe Team Leader for CDLI drives community development, commercial lending production, and financial results through the management of a Community Development Lending& Investment (CDLI) sales team across multiple markets, Districts and Region(s) to assure continued Outstanding CRA ratings and drive meaningful revenue. The individual will lead a team of professionals providing advice and capital solutions including acquisition, construction, interim financing, permanent mortgages, tax credit equity, and deposit and cash management services targeting affordable housing and community development owners, acquirers and managers.
SEIAccount Manager SEIAccount ManagerSeattle, WAFull timeTo help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. SEI Private Wealth Management (PWM) is a multi-family office, which delivers an innovative and complete wealth management offering to high-net-worth and ultra-high-net-worth individuals and families.
T-Mobile USA, IncSenior Director, Emerging Business PR & Communications T-Mobile USA, IncSenior Director, Emerging Business PR & CommunicationsBellevue, WAFull timeServe as senior communications advisor and spokesperson to Growth & Emerging Businesses leadership, providing strategic counsel and acting as final decision-maker for executive messaging, thought leadership, issue response, reputation management, executive social strategy, and high-visibility communications aligned to business priorities. Serving as the senior advisor to Growth & Emerging Business leadership, this leader will define narrative frameworks, executive positioning, and media priorities, with decisions that have company-wide impact across T-Mobile's emerging brands and customer relationships.
KeyBankLicensed Private Client Banker KeyBankLicensed Private Client BankerTacoma, WAFull timeConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Aviation Technical ServicesNewAircraft Mechanic - Sheet Metal/Structures Aviation Technical ServicesAircraft Mechanic - Sheet Metal/StructuresEverett, WA$23.50–$37 / hourFull timeHealth: To give employees flexibility to select the coverage that best meets their family’s needs, ATS offers a choice of comprehensive medical/pharmacy plans, dental and vision plans, health and dependent care flexible spending accounts, and voluntary benefits including accident and critical illness. Tuition/License Assistance: ATS offers a generous tuition reimbursement program including Aviation Maintenance Technology (AMT) student loan repayment, Airframe/Powerplant (A&P) certification (coursework and/or testing), and business-related degrees.
WASHINGTON TRUST BANKRelationship Associate III WASHINGTON TRUST BANKRelationship Associate IIISeattle, WAFull timeAs a member of the Wealth Management & Advisory Services (WM&AS) team, the Relationship Associate provides paraprofessional, paralegal and administrative support to client relationships as directed by the assigned Relationship Manager or Managers ("RM") or other WMAS team members within Wealth Management & Advisory Services ("WM&AS"). Researches and resolves routine operational issues related to simple- to moderately-complex accounts or across varying degrees of technical complexity; leveraging resources as appropriate (online, in office and using staff resources).
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Investment Associate - Seattle, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Investment Associate - Seattle, WASeattle, WA$28.85–$39.90 / hourJob responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Ballard) JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Ballard)Seattle, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr) JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)Seattle, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Bainbridge Island, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Bainbridge Island, WABainbridge Island, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan ChaseNewJ.P. Morgan Wealth Management - Private Client Advisor - Mercer Island, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Mercer Island, WAMercer Island, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.