Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Associate Financial Advisor: Growth & Client Strategy

First Technology Federal Credit Union

First Technology Federal Credit Union in Bellevue, WA seeks a Senior Associate Financial Advisor to support and grow an existing book of business. You will assist clients with information, investment programs, and work alongside a Senior Advisor to implement strategies. The ideal candidate has at least 3 years of client-facing experience, strong financial knowledge, and exceptional interpersonal skills. Competitive compensation and benefits including medical coverage and 401K matching are provided. #J-18808-Ljbffr

Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Senior Associate Financial Advisor: Growth & Client Strategy in Bellevue, WA vacancy
  • About The Team Our New Verticals Strategy & Operations team is re‑inventing the way consumers...  ...! About The Role We are hiring two Senior Associates within our DashMart Strategy &...  ...team to contribute to several different growth initiatives across the platform. You’ll... 
    Senior
    Hourly pay
    Work at office
    Local area
    Flexible hours
    Shift work

    DoorDash

    Seattle, WA
    3 days ago
  •  ...part of the Commerce Platform team, the Senior Associate will have the opportunity to help...  ...Senior Associate on our Commerce Platform Growth Strategy & Operations team, you will play a...  ...some of the largest and most strategic clients. This includes helping us launch and scale... 
    Senior
    Hourly pay
    Work at office
    Local area
    Flexible hours

    DoorDash

    Seattle, WA
    3 days ago
  • $78k - $115k

     ...DoorDash platform. The DashMart Growth S&O team owns initiatives to...  ...and executing go to market strategies for key customer moments....  ...Shopping Experience and Growth Senior Associate will own the ideation and...  ...assess the operational and financial impacts of your decisions, and... 
    Senior
    Hourly pay
    Work at office
    Local area
    Remote work
    Flexible hours

    DoorDash

    Seattle, WA
    more than 2 months ago
  • $75k - $83k

     ...Sr. Associate Financial Planner Location: Bellevue, WA Salary: $75,000 - $8...  ...directly with high-net-worth clients and experienced financial planners...  ...and financial planning strategies Participate in portfolio...  ...environment with mentorship from senior planning and investment... 
    Senior

    Talent Search PRO

    Bellevue, WA
    2 hours ago
  • DoorDash is seeking a Senior Associate for our Commerce Platform Growth Strategy & Operations team in Seattle, WA. The role involves driving growth across key accounts through strategy development and partner collaboration. Ideal candidates will have at least 3 years of... 
    Suggested

    DoorDash

    Seattle, WA
    2 days ago
  • $77k - $202k

     ...specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer...  ..., and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,... 
    Senior
    H1b

    PwC

    Seattle, WA
    4 days ago
  • $70k - $89k

     ...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown...  ...by a clear purpose: to help clients pursue their preferred life...  ...across key areas such as tax strategy, risk management guidance, wealth...  ...the clients' relevant financial information, resulting in a... 
    Senior
    Internship
    Work at office
    Flexible hours

    PathStone

    Bellevue, WA
    3 days ago
  • $77k - $202k

     ...Benefits Management Level Senior Associate Job Description &...  ...payer and provider clients in the ever-evolving...  ...help redefine their strategies, maintain market share...  ...foster professional growth and development - Upholding...  ...Economics, Finance, Financial Mathematics/... 
    Senior
    Full time
    H1b

    PwC

    Seattle, WA
    1 day ago
  • $15 per hour

     ...Financial Solutions Advisor At Bank of America, we are guided...  .... Responsible Growth is how we run...  ...deliver for our clients, teammates, communities...  ...and investment strategies. You'll learn to...  .... As a Senior FSA, you can...  ...mentoring junior associates. We're a culture... 
    Senior
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Redmond, WA
    13 hours ago
  •  ...Job Title: Senior Assurance Manager - Seattle, WA "Ready to move beyond busy season?" A high-growth, entrepreneurial leadership and financial advisory firm is expanding its Seattle team and seeking...  ...exposure, faster growth, and meaningful client impact—this is designed for you.... 
    Senior
    Immediate start

    Goodwin Recruiting

    Bellevue, WA
    20 hours ago
  • $77k - $202k

     ...providing consulting services focused on customer-related strategies and initiatives. These individuals analyse client needs, develop customer-centric solutions, and...  ...their customer experience and drive business growth. Those in customer experience at PwC will specialise... 
    Senior
    H1b

    PwC

    Seattle, WA
    4 days ago
  •  ...located in Kirkland) is looking for 3-6 year associate applicants for its expanding insurance...  ...emphasis on strategic thinking to meet client objectives. Recognized nationally for...  ...client objectives and contribute to case strategy. Collaborate with lead attorneys across... 
    Senior
    Work at office
    Work from home
    Flexible hours

    Wood Smith Henning & Berman

    Kirkland, WA
    4 days ago
  • $55k - $65k

     ...Senior Associate, Paid Social Seattle, WA & Manhattan, NY Why New Engen?...  ...analytics, influencer, and retail strategies into performance-driven campaigns. Some clients partner with us through long-...  ...for testing, optimization, and growth. Be Client-Facing Participate... 
    Senior
    Work at office
    Flexible hours
    2 days per week

    New Engen

    Seattle, WA
    1 day ago
  •  ...time Description: The Senior Associate Attorney and Associate Attorney...  ...legal counsel, defense strategies, and ensure the protection of...  ...significant interaction with clients and requires expert legal skills...  ...in the firm. Growth and Professional Development... 
    Senior
    Full time
    Work at office
    Remote work

    GAMARC Consulting

    Seattle, WA
    3 days ago
  • $100k - $170k

    Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS...  ...‑on approach to solving our clients’ problems and assisting them in...  ...to define potential supply chain strategies and tactics to meet growth and financial objectives. Analyze supply chain... 
    Senior
    Full time
    Part time
    Interim role
    Flexible hours

    Alvarez & Marsal

    Seattle, WA
    3 days ago
  • $120k - $160k

     ...decades of experience serving clients across the state. We are...  ...growing, and we're looking for a Senior Associate Attorney to grow with us....  ...their lives, and where your own growth and voice within the firm...  ...firm leadership on case strategy, firm growth, and client experience... 
    Senior

    Law Office of Tresa A Sadler

    Bothell, WA
    11 days ago
  • $90k - $120k

     ...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson...  .... We serve the financial planning and investment strategy needs of high-net-...  ...elevate the client and advisor experience and create...  ...integrity, humility Growth-minded self-starter, with... 
    Senior
    Temporary work
    Work at office
    Flexible hours

    Vodia Ventures

    Bellevue, WA
    13 hours ago
  • $85k - $110k

     ...Bellevue, WA, is seeking a Tax Senior to join a top CPA firm. The...  ...00 to $110,000 per year with growth opportunities and a strong emphasis...  ...balance. You will review financial statements for GAAP...  ...mentor junior staff, and manage client engagements, especially in the... 
    Senior
    Flexible hours

    Jobot

    Bellevue, WA
    2 hours ago
  • $77k - $202k

     ...Actuary Consultant - Senior Associate The Opportunity: As...  ...payer and provider clients in the ever-evolving...  ...help redefine their strategies, maintain market share...  ...foster professional growth and development Upholding...  ...Economics, Finance, Financial Mathematics/... 
    Senior

    PwC (US)

    Seattle, WA
    2 hours ago
  • $71.8k - $97.1k

     ...About The Role The Associate Financial Advisor provides specialized services to an individual Financial...  ...families and strategically build the client base. Specialized areas of emphasis...  ...client service and wealth management strategy to ensure high quality client service... 

    Baird

    Seattle, WA
    2 days ago
  • $100k - $140k

     ...Thrivent is a different kind of financial services firm, one that...  ...relationships and serving clients as an extension of their family...  ...are growing and adding an Associate Financial Advisor to our team. In this role...  ...a clear path for long‑term growth. This is a full‑time role... 
    Full time
    Local area
    Remote work

    Thrivent Financial

    Seattle, WA
    13 hours ago
  •  ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in...  ...-term relationships with clients. The role partners closely...  ...to develop personalized financial strategies and help clients make the...  ...for enhanced lead flow and growth for our Advisors. Responsibilities... 
    Senior

    Beacon Pointe Advisors

    Seattle, WA
    4 days ago
  •  ...Description Job Description We are seeking a Senior Associate Financial Planner for our wealth management firm in both the...  ...are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to... 
    Senior
    Work at office

    Mainspring Wealth Advisors LLC

    Bellevue, WA
    a month ago
  • A leading food delivery company in Seattle is looking for a Senior Manager to lead the Consumer Experience Strategy & Operations team. You will define and execute in-app experiences to enhance engagement across various marketplace segments. The ideal candidate has over... 
    Senior

    DoorDash

    Seattle, WA
    more than 2 months ago
  •  ...fast-paced—and friendly—financial planning office. Work...  ...of an independent advisor franchisee with a financial...  ...operations. The associate financial advisor will...  ...advisor(s) in working with clients to help them achieve...  ...Recommend investment strategies and products Develop and... 
    Work experience placement
    Work at office

    Ameriprise

    Seattle, WA
    2 days ago
  •  ...approach to investing. As a Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors...  ..., and retaining virtual client relationships while helping deliver customized financial planning support and address...  ...client outcomes and personal growth. Your work directly supports... 
    Work at office

    Charles Schwab

    Bellevue, WA
    2 days ago
  •  ...Senior Wealth Advisor – Multi-Family Office A premier, rapidly growing Multi-...  ...Advisor with an established client base to transition into a high...  ...disciplines — investment strategy, tax and estate planning, philanthropic...  ...families. Contribute to the growth and direction of the firm... 
    Senior
    Work at office

    International Search Consultants

    Seattle, WA
    2 days ago
  • $85k

     ...Requirements The Tax team is dedicated to helping clients navigate a complex tax landscape with...  ...reliable support through change, growth, and opportunity. What You Will Do: Provide...  ...cultivating strong relationships as a trusted advisor and partner in their success Collaborate... 
    Senior
    Hourly pay
    Work at office
    Flexible hours
    Night shift

    Forvis Mazars, LLP

    Seattle, WA
    13 hours ago
  •  ...and licensed and learn how to be an associate financial advisor with the industry’s top training program...  ...Build meaningful relationships with clients with an understanding of legal and...  ...create a personalized, comprehensive strategy to achieve their goals. Meeting with... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    Kenmore, WA
    2 days ago
  •  ...Branch Client Service Manager III At Gallagher Benefit Services, you're a trusted partner...  ...to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or...  ...experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using... 
    Senior
    Local area

    Arthur J. Gallagher & Co.

    Bellevue, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Associate Financial Advisor: Growth & Client Strategy. Be the first to apply!