Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionKirkland, WA$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Key Private Bank Estate Planning Advisor KeyCorpKey Private Bank Estate Planning AdvisorSeattle, WA$116,000–$216,000 / yearGeneral 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. Serve as an in-market SME on estate planning issues, which may include developing and delivering estate planning-focused training to KPB Relationship Managers, Market Leaders, and other key partners.
Associate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonWARemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
Associate, Tax Equity Advisors, BDO Capital Advisors BDO USA PCAssociate, Tax Equity Advisors, BDO Capital AdvisorsSeattle, WA$125,000–$175,000 / yearJob Summary: The Associate, BDO Capital Advisors supports tax equity, tax credit transfer, and other project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role supports transaction execution by performing financial and business due diligence, reviewing and analyzing data room materials, summarizing key findings, and assisting with client deliverables.
Financial Service Sales Assistant Columbia BankFinancial Service Sales AssistantTacoma, WA$21–$30 / hourStaffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients.
Block Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorSEATTLE, Washington$21.30–$80 / hourFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Financial Services Professional - WA, Tri Cities (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - WA, Tri Cities (5261)Seattle, WA$250–$1,000420847'',''true'',''420847'',''false'',''Submission for the position: Financial Services Professional - WA, Tri Cities (5261) - (Job Number: 260000G0)'',''false'',''420847'',''false'',''true'',''Financial Services Professional - WA, Tri Cities (5261)'',''260000G0'',''UNITED STATES-WA-Seattle'',''UNITED STATES-WA-Seattle'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420847'',''420847'',''true'',''420847'',''false'',''Submission for the position: Financial Services Professional - WA, Tri Cities (5261) - (Job Number: 260000G0)'',''false'',''420847'',''false'',''true''.
Financial Services Professional - WA, Seattle (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - WA, Seattle (5261)Seattle, WA$250–$1,000420846'',''true'',''420846'',''false'',''Submission for the position: Financial Services Professional - WA, Seattle (5261) - (Job Number: 260000FZ)'',''false'',''420846'',''false'',''true'',''Financial Services Professional - WA, Seattle (5261)'',''260000FZ'',''UNITED STATES-WA-Seattle'',''UNITED STATES-WA-Seattle'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420846'',''420846'',''true'',''420846'',''false'',''Submission for the position: Financial Services Professional - WA, Seattle (5261) - (Job Number: 260000FZ)'',''false'',''420846'',''false'',''true''.
Senior Financial Planner RangeSenior Financial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
Financial Planner RangeFinancial PlannerBellevue, WashingtonActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.
Associate - Harbor Financial Group- Gig Harbor, WA Thrivent Financial for LutheransAssociate - Harbor Financial Group- Gig Harbor, WAGig Harbor, WA$75,000–$90,000 / yearThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 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.
J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WABellevue, WAFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, WAFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE)Seattle, WAFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)Seattle, WAFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)Seattle, WAFull timeUsing 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Lead Advisor - Seattle Brighton JonesLead Advisor - SeattleSeattle, WA$120,000–$300,000 / yearBenefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Your Role: Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.
Advisor Consultant, Broker Dealer, Pac NW Neuberger Berman Group LLCAdvisor Consultant, Broker Dealer, Pac NWWA$85,000–$100,000 / yearLead and develop the Pac NW territory targeting wirehouses and broker dealers by actively developing relationships with advisors to promote business building ideas and services; maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Senior 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.
NewSenior Financial Planner Range Finance, Inc.Senior Financial PlannerBellevue, WAActive designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.