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
$80k - $100k
...First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA. This role supports an existing client base and assists in financial planning,... ...with the Senior Advisor to drive business growth. The ideal candidate has at least 3 years of...Senior- DoorDash is seeking a Senior Associate for its Convenience Merchant Strategy & Operations team to lead growth initiatives for major merchants. This role involves strategizing to improve merchant performance and achieving aggressive growth targets across the Convenience...SeniorFlexible hours
- ...We are looking for someone who is passionate about scaling high growth products to join our Core Enterprise Drive team, DoorDash’s... ...our TAM. This role will oversee the growth, profitability and strategy for some of our largest Enterprise restaurant partners in the US...SeniorHourly payWork at officeLocal areaRemote workFlexible hours
- ...Senior Associate, DashMart - Growth Strategy & Operations New York, NY; San Francisco, CA; Tempe, AZ; Seattle, WA; Los Angeles, CA; Chicago, IL; Washington D.C. About the Team Our New Verticals Strategy & Operations team is re-inventing the way consumers think...SeniorHourly payWork at officeLocal areaFlexible hoursShift work
$80k - $100k
...Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor... ...program, as well as working with clients already in the Financial Advisor's existing... ..., client service, and operational strategies. Track progress on key...SeniorWork experience placementWork at office- ...leading advisory firm in Bellevue is seeking a Wealth Advisor to manage sophisticated high-net-worth individuals. This position involves developing client relationships, enhancing client retention with tailored financial planning solutions, and providing exceptional...Senior
- ...Beacon Pointe is seeking experienced Senior Wealth Advisors to join their team in various... ...relationships and providing comprehensive financial strategies to high-net-worth individuals. Wealth... ...and a proven track record in client acquisition, along with preferred certifications...Senior
- Slalom Build is seeking a Senior Principal to lead its Marketing, Advertising & Experience (MAX) capability... ...in Seattle. In this role, you will shape marketing strategies and engage with clients to drive customer growth and media effectiveness. The ideal candidate will...Senior
$110.4k - $140.67k
...strategic assessments of client technology... ...related to our technology strategy service offerings such... ...knowledgeable manner to senior audiences, able to deliver... ...of business cases (financial, quantitative, and qualitative... ...to become a trusted advisor to c‑suite level...SeniorWork experience placementWork at officeLocal area3 days per week- DoorDash seeks a Senior Associate to join the New Verticals Strategy & Operations team in Seattle. This role focuses on improving customer experience and supporting fraud detection efforts in various verticals including Convenience and Grocery. You will partner with cross...Senior
- ...Senior Associate, Strategy & Operations - Commerce Platform Seattle, WA; New York, NY; San Francisco... ...Senior Associate on our Commerce Platform Growth Strategy & Operations team, you will... ...of the largest and most strategic clients. This includes helping us launch and scale...Senior
$81k - $85k
...Senior Associate, Client Advisory Bellevue, WA Pathstone is a growing wealth management firm... ...coordination across key areas such as tax strategy, risk management guidance, wealth and... .... ~1 3+ years of experience in the financial management industry is required. CFP...SeniorWork at officeFlexible hours$110.4k - $140.67k
...possess a Bachelor’s degree in Technology or a related field and have a minimum of 2 years' experience in Strategy Consulting. The role involves analyzing client technology environments and developing recommendations while offering in-person support at client sites. The...Senior$80k - $115k
NFP Corp in Seattle is seeking an AVP, Advisor to lead client engagements and craft tailored investment strategies. You'll manage client portfolios, executing sophisticated financial plans while nurturing long-term relationships. Ideal candidates have over 5 years in wealth...$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...SeniorHourly payWork at officeLocal areaRemote workFlexible hours$130k - $185k
...combination of transformative strategy, transactions and... ...service line, the EY Growth Platforms AI ML... ...enterprise value for F500 clients. Your key... ...Platforms AI ML Engineering Senior Associate/Consultant will play... ...support your physical, financial, and emotional well‑being...SeniorFor contractorsWork experience placementSummer holidayFlexible hours- DoorDash is looking for a Senior Associate on their Commerce Platform Growth Strategy & Operations team in Seattle, WA. This role involves driving growth, executing strategies for major clients, and fostering relationships with merchant partners. The ideal candidate will...
- ...MassMutual is looking for a detail-oriented Associate Financial Planner to join their team in Mercer... ...development, portfolio management, and client meetings. Your expertise will directly... ...complex financial topics clearly. Growth opportunities and a supportive team culture...Full timeWork at office
$70k - $105k
...A financial services company is seeking an Associate Financial Advisor in Bellevue, WA. This role involves supporting clients with financial products, managing sensitive information, and working closely with lead advisors. Ideal candidates will have securities registration...- ...LPL Financial is seeking an Associate Wealth Advisor in Bellevue, Washington. This role involves... ...relationship management support to senior advisors. Candidates... ...include managing client relationships, delivering... ...developing customized investment strategies. The ideal candidate...
- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong... ...This position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr...Senior
- ...BECU is seeking an Associate Financial Advisor to provide personalized investment services in Redmond, WA... ...conducting portfolio reviews for member clients. You will collaborate with Financial Advisors to develop tailored strategies and foster long-term client relationships...
$80k - $115k
...Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial... ...,000 plus incentives, professional growth opportunities, and comprehensive...Senior- ...Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team... ...services, allowing you to develop strong client relationships while mentoring junior team... ...benefits package that supports both personal and professional growth. #J-18808-Ljbffr...Senior
- ...Northwest is seeking a detail-oriented Associate Financial Planner in Mercer Island, WA. This role... ...on building financial models, managing client portfolios, and participating in meetings... .... The position promotes professional growth with exposure to high-level planning cases...Work at office
- FPA of Charlotte is looking for an Associate Financial Advisor based in Seattle, Washington. In this full... ...assist financial advisors in helping clients achieve their financial goals through... ...meetings and recommend investment strategies while maintaining compliance. A Bachelor...Full time
- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong... ...position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr The Agency...Senior
$100k - $110k
A leading financial services firm in Seattle is looking for a Referral-based Lead Financial Advisor to join their team. The ideal candidate will engage with existing clients, perform quality control, and create financial strategies tailored to client needs. Strong communication...Senior$125k - $155k
A leading financial advisory firm seeks an Assurance Senior Manager to improve client internal controls and advise on various economic risks. This role involves supervising... ...with a salary range for Washington at $125,000 - $155,000. #J-18808-Ljbffr BDO Capital Advisors, LLCSenior- ...Northwestern Mutual - Puget Sound in Bellevue is seeking a Financial Advisor who will educate clients on insurance and financial planning. Ideal candidates will have strong communication skills and a Bachelor's degree, with the opportunity to grow within a supportive...
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