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
- 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...SeniorHourly payWork at officeLocal areaFlexible hoursShift work
- ...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...SeniorHourly payWork at officeLocal areaFlexible hours
$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$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- 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
$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,...SeniorH1b$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...SeniorInternshipWork at officeFlexible hours$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/...SeniorFull timeH1b$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...SeniorWork at officeImmediate startShift workDay shift- ...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....SeniorImmediate start
$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...SeniorH1b- ...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...SeniorWork at officeWork from homeFlexible hours
$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...SeniorWork at officeFlexible hours2 days per week- ...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...SeniorFull timeWork at officeRemote work
$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...SeniorFull timePart timeInterim roleFlexible hours$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$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...SeniorTemporary workWork at officeFlexible hours$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...SeniorFlexible hours$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$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...$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 timeLocal areaRemote work- ...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
- ...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...SeniorWork at office
- 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
- ...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 placementWork at office
- ...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
- ...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...SeniorWork at office
$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...SeniorHourly payWork at officeFlexible hoursNight shift- ...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 timeTemporary workWork at officeLocal areaFlexible hours
- ...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...SeniorLocal area
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!
- nephrology associates Bellevue, WA
- task associate Bellevue, WA
- call center associate Bellevue, WA
- law associate Bellevue, WA
- drug safety associate Bellevue, WA
- associate degree computer science Bellevue, WA
- social work associate Bellevue, WA
- entry level associate attorney Bellevue, WA
- associate attorney Bellevue, WA
- publishing associate Bellevue, WA


