- Edward Jones (Seattle, WA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... **READY** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with… more
- Edward Jones (Seattle, WA)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Thrivent Financial (Bellevue, WA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- BECU (Seattle, WA)
- …regarding BECU Benefits can be found here . **IMPACT YOU'LL MAKE:** As an Associate Financial Advisor at BECU, you will play a pivotal role in providing ... YOU'LL DO:** + **Partnering for Success** : Work collaboratively with Financial Advisor (s) in your assigned area to develop and execute investment strategies… 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; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Atria Wealth Solutions (Shoreline, WA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... in making connections with members, employees, and the community and is looking for a Financial Advisor to join the team. As a Financial Advisor your… more
- Bank of America (Covington, WA)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions Advisor Trainee: Covington Legacy Financial Center Covington, Washington **Job Description:** As an … more
- Bank of America (Seattle, WA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- JPMorgan Chase (Seattle, WA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Deloitte (Seattle, WA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Edward Jones (Kenmore, WA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Morgan Stanley (Kirkland, WA)
- …skills * Exceptional presentation skills * Ability to meet deadlines and manage Financial Advisor and client expectations Salary range for the position: $120,000 ... Morgan Stanley ("MS") is a global financial services firm that conducts its business through...the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash… more
- University of Washington (Seattle, WA)
- …team, UW Study Abroad, Office of Minority Affairs & Diversity, Office of Student Financial Aid and others. The Coordinator & Advisor will also provide ... individual to join our team as a Coordinator & Advisor (Counseling Services Coordinator (NE S 6))** . The...Coordinator (NE S 6))** . The OMSFA Coordinator & Advisor advances the work of our small but dedicated… more
- Edward Jones (Seattle, WA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Morgan Stanley (Seattle, WA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- Microsoft Corporation (Redmond, WA)
- …input for monetization, review and ensure landing + Act as a strategic and trusted financial advisor for both Core and field teams and lead the Blueprint landing ... day. **Responsibilities** Performs analysis and research of present and future financial performance, financial plans (eg, expected returns, resource allocation,… more
- Bank of America (Seattle, WA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Morgan Stanley (Seattle, WA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to,… more
- Deloitte (Seattle, WA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Seattle, WA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more