- Fidelity TalentSource LLC (Bellevue, WA)
- …and deferred investments, trust and estate planning, as well as income and retirement planningPartnering with the Advisor and implementing a structured client ... to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional certifications… more
- Fidelity TalentSource LLC (Seattle, WA)
- Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity\u2018s planning… more
- HUB International (Bothell, WA)
- …+ Conducting employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain the ultimate goal. + Focus on ... degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series...who will help you reach your goals through risk services , claims management, and compliance support. And this gives… more
- Edward Jones (Seattle, WA)
- …where you live. **SET** **What characteristics would make you a successful financial advisor ?** * An interest in financial services /markets and how they work ... simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on...administrator to help you run your branch. World-class products, services and support. And the stability of a firm… more
- Bank of America (Seattle, WA)
- Merrill Financial Solutions Advisor - Seattle Cascades Market Seattle, Washington;Bainbridge Island, Washington **Job Description:** At Bank of America, we are ... Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market developments and… more
- BECU (Bothell, WA)
- …and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. + ** Service Enhancement and Sales Growth** : ... every day focused on delivering superior financial products and services for our 1.3 million members and more than...to enroll in our company's 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of… more
- Edward Jones (Seattle, WA)
- …reflective of their performance. **What characteristics would make you a successful financial advisor ?** + An interest in financial services /markets and how they ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… more
- Bank of America (Seattle, WA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Atria Wealth Solutions (Shoreline, WA)
- Sound Credit Union, as part of its relationship with CUSO Financial Services , LP (CFS) is seeking a Financial Advisor to provide investment services for its ... $2.7 billion in assets, over 135,000 members, and 26 full- service branches located throughout the Puget Sound region. Sound...and the community and is looking for a Financial Advisor to join the team. As a Financial … more
- H&R Block (Seattle, WA)
- **499110BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an… more
- JPMorgan Chase (Lynnwood, WA)
- …qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (Seattle, WA)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...the branch team by providing training on products and services . + Works together with bankers, meets with their… more
- US Bank (Seattle, WA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications -… more
- Kohl's (Redmond, WA)
- …products to drive sales- identifies the opportunity to upsell products and services . + Demonstrates credibility to the Client through knowledge of products and ... Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent written and verbal communication skills with the… more
- Nordstrom (Lynnwood, WA)
- …and social media) + Build lasting relationships with customers + Give the best service to our customers on their terms + Provide honest and confident feedback to ... support employees and their families, including: + Medical/Vision, Dental, Retirement and Paid Time Away + Life Insurance and...as a shoe store in 1901. This heritage of service is the foundation we're building on as we… more
- TIAA (Seattle, WA)
- …+ 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, and ... range of financial solutions, including investing, banking, advice and education, and retirement services . **Benefits and Total Rewards** The organization is… more
- Weyerhaeuser (Seattle, WA)
- …modern tools and practices. We are seeking an experienced IT Manager of Enterprise Technical Services Field Services to join our team. You will lead and champion ... the next evolution of our field services program delivery and champion the next generation of IT service across the company. If you want to be part of a… more
- REI (Seattle, WA)
- …cloud shared services , system, incident and change management, employee experience services , service operations and retail systems. This role will ensure ... & operations services , data management, enterprise storage, integration services , client engineering, employee collaboration technology, service operations… more
- Morgan Stanley (Kirkland, WA)
- …and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services . We are seeking a high potential candidate ... Morgan Stanley ("MS") is a global financial services firm that conducts its business through three...the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash… more
- Raymond James Financial, Inc. (Seattle, WA)
- …minimize the cost of risk. **Essential Duties and Responsibilities** * Perform valuation services for pension and post- retirement medical plans * Prepare plan ... and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services , recordkeeping,… more
