- Atria Wealth Solutions (Vancouver, WA)
- …Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment … more
- Umpqua Bank (Seattle, WA)
- …as an investment executive, financial advisor , certified financial planner, investment advisor Representative , or wealth manager. + Strong marketing ... Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Paychex (WA)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative . + May be required to travel outside of geographical territory for… more
- Stantec (Lynnwood, WA)
- …in the region. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. + Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. +… more
- Qualtrics (Seattle, WA)
- …and encourage data-driven decision making. + Be the primary team representative with stakeholders throughout the Customer Success organization, understanding overall ... Management + Proficiency in Gainsight as a former user, Administrator, or strategic advisor + Proficiency in SQL and Python, and the ability to peer review… more