- 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
- 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
- KeyBank (Seattle, WA)
- …Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the ... lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate (required) +… more
- Port of Seattle (Seattle, WA)
- …Financial Officer (CFO) is the Port's top financial executive and a key advisor to the Executive Director, Leadership Team, and Port Commission. This at-will ... long-term financial strategies. + Manage multi-year capital funding plans and investment portfolios. + Serve as executive sponsor for cross-departmental and… more
- Port of Seattle (Seattle, WA)
- …will develop presentations to inform Senior Managers, Directors, Managing Directors, Investment Committees, Executive Directors, and Commissions at each state of ... skills including mentoring and coaching and possess skills to serve as an expert advisor in a unique area. You are skilled in planning, organizing, reviewing and… more