Financial Planning Strategist: CFP Path & Impact
RK Partners
RK Partners is looking for a Financial Planning Strategist to join the Seattle office. This role represents a great opportunity to impact clients' financial journeys while working with a dedicated planning department. You will focus on client relationships through detailed financial analysis and planning strategies. The ideal candidate has over five years of experience, strong knowledge of financial planning tools, and must have or be working towards a CFP designation. The position offers competitive salary, robust benefits, and opportunities for career advancement. #J-18808-Ljbffr RK Partners
- Palantir is seeking a Deployment Strategist to leverage data in operational actions. You'll be part of a creative team tackling complex problems and turning data insights into impactful solutions. Your responsibilities will include collaborating with customers to explore...Suggested
$143k - $215k
Slalom Build in Seattle is seeking a Senior Sales Executive dedicated to their Public and Social Impact industry portfolio. This role involves creating demand, expanding client relationships, and leading the sales process effectively. The ideal candidate will have a proven...Suggested- Formative, a Seattle-based agency, is seeking a full-time Paid Media Strategist to join the Marketing & Strategy team. The candidate will execute paid media strategies for high-profile clients while collaborating with cross-functional teams. This individual should possess...SuggestedFull time
$38 per hour
...fundamental skills and exploring potential career paths. A vibrant blend of social events and... .... Analyze and identify improvement plans for enhanced iterations of future campaigns... ..., humility, and a desire to make impact in a rapidly growing tech company. Every...SuggestedHourly paySummer workInternshipLocal area$100.2k - $203.4k
...scalable applications fast. You’ll own the path from use‑case discovery → prototype →... ...based on user feedback and measurable mission impact. Cross‑functional collaboration: Partner... ...you are a California resident, live in or plan to work from Los Angeles County upon being...SuggestedLive inLocal area$116k - $216k
COMFORT SYSTEMS in Seattle is seeking a Sr Portfolio Strategist to advise clients on investment strategies and construct customized... ...the relationship team to ensure a holistic approach to client financial planning. Ideal candidates will have 15 years in investment...$169.62k - $237.47k
...The Principal Business Strategist architects New Glenn’s... ...requirements. This role defines paths to market, informs New... ...Glenn, delivering high‑impact analysis and... ...candidate brings expert‑level financial and economic modeling... ...and annual business plan, serving as the authoritative...Permanent employmentTemporary workWork experience placementLocal areaShift work- ...Special Project Strategist Intern (TikTok Shop - Operations) - 2026 Summer... ...You've seen the virality and impact of #TikTokMadeMeBuyIt. Come... ...and exploring potential career paths. A vibrant blend of social events... ...cross-functional teams to plan and execute the Strategy. Participate...Summer workInternship
- Crista Senior Living is seeking a Major Gifts Officer to enhance fundraising efforts for World Concern. This role involves managing a significant donor portfolio, ensuring relationship building and securing major gifts to support our mission. The ideal candidate will have...
$68.5k - $79k
...Senior Strategist, Insights & Intelligence About This Role Rational 360 is hiring a Senior Strategist, Insights & Intelligence to help build... .... Our team is collaborative, entrepreneurial, and driven by impact. With a staff of approximately 120 and growing, Rational 360 is...Full timeShift work$165k - $345k
...Family Wealth Strategist Location: 1301 5th Avenue, Seattle Washington... ...management, wealth planning, trust services, and banking... ...capable of orchestrating complex financial strategies and delivering a white... ...such as JD, CPA, CFA, CFP or Master's Degree. Demonstrated...Work experience placementWork at officeFlexible hoursNight shift$81.7k - $135k
...meeting your own targets, which directly impact your immediate team, and may help coordinate... ...advisor Develop clear, intelligent plans and approaches to improve our clients’ tax... ...when needed to support your physical, financial, and emotional well-being. Are you ready...Summer holidayImmediate startFlexible hours$63k - $95k
..., March 2025) Day to Day The Senior Strategist I position is part of the broader Global... ...insightful narratives that highlight business impact, drive client value, and influence action... ...are able to enroll in our company's 401k plan, as well as an equity-based incentive...Work experience placementLocal area$65k - $85k
...Mutual is seeking a full-time recruiter based in Seattle. The role focuses on sourcing and engaging talented individuals to become financial advisors. You'll conduct interviews, guide candidates through the selection process, and build a referral network. Compensation...Full timeLocal area- ...consultancy firm in Seattle is looking for an intermediate level Strategist to support client projects across various sectors. The role... ...experience in design strategy, this position offers the chance to impact meaningful change and work on transformative projects. #J-18808...
$94k - $175k
...WashingtonJob SummaryThe Sr Fiduciary Strategist is responsible for fulfilling... ...and monitors all estate planning documents periodically to... ...-coordinated estate, tax and financial planning alternatives to meet... ...CertificationsCPA, LLM, CTFA, and/or CFP (preferred)SkillsAbility to...Work experience placementWork at officeLocal areaFlexible hours$143.4k - $216.9k
Salesforce.com, inc. is seeking a Senior Content Strategist to join their Product Marketing & Thought Leadership team in Seattle. This role involves defining Slack's editorial perspective, writing impactful thought leadership pieces, and developing content narratives for...$192k
...insights, and mentoring junior members. This role offers the opportunity for global travel, exceptional career development, and a base salary of $192,000 along with a robust benefits package, including health plans and performance bonuses. #J-18808-Ljbffr Bain & Company Inc- ...children, and more. What We're About At its core, the Deployment Strategist role centers around leveraging data in operational and real-... ...the product needs, what users are motivated by, and where the impact could be. Deployment Strategists are do-ers who immerse themselves...
$129.7k - $234k
...differentiates itself through the integration of financial modeling and executive‑level... ...delivered, stakeholder engagement, and the impact of strategic initiatives on business outcomes... ..., creating roadmaps and project plans. (Preferred) Knowledge, Skills, and Abilities...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- ...strategies and optimize campaigns across various platforms. You will work closely with account managers and creative teams to deliver impactful solutions, ensuring clients achieve their marketing goals. If you have over 5 years of experience in digital marketing, expertise...
$70k - $106k
Day to Day The Global Client Strategist (GCS) role under the Global Enterprise Solutions (GES... ...clients. Facilitate strategic planning sessions with account teams to identify... ...opportunities and align resources. Activate high‑impact engagements and programs to unlock...- A digital media marketing agency is seeking a proactive Brand Strategist to drive client success on Amazon. This role involves onboarding... ...at least 3 years of experience in digital marketing. Join us to impact clients' businesses strategically and innovatively. Based in...
$116k - $167k
Senior Strategist, Ads and Shopping, Scams Google Seattle, WA, USA Benefits for this role include: Health, dental... ..., the terms of the relevant Alphabet Inc. stock plan, and your grant agreement. They have no impact on statutory payments. Current or past grants do not...Temporary work- Alignerr is seeking a Clinical Data Strategist who will influence healthcare organizations by analyzing multi-source clinical datasets. This... ...the autonomy of freelance work while contributing to meaningful projects that impact patient outcomes. #J-18808-Ljbffr AlignerrRemote jobFreelance
- ...About the role As a Senior AI Customer Engineer, you will make an impact by shaping and delivering innovative AI‑driven solutions that... ...Vision/Life Insurance Paid holidays plus Paid Time Off 401(k) plan and contributions Long‑term/Short‑term Disability Paid Parental...Temporary workWork at office3 days per week
- ...Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...accountants. Assessment of clients' financial, legal, and family documents to... ...additional designations (CTFA, CPA, CFP, etc.) preferred. Minimum of 10+...Work at officeRemote work
- ...developing and implementing strategic marketing plans for the global Amazon marketplaces.... ..., expertise, and passions to directly impact the lives and businesses of other people... ...tech companies. About the Role: As a Brand Strategist at AMZ Advisers, you will play a pivotal...Shift work
$150k - $175k
Senior AI Strategist Business Unit: AI Market Unit Location: US - Multiple Locations Work Model... ...that move from concept to commercial impact at speed. We are trusted advisors who shape... ...subject to the terms of Cognizant’s applicable plans. Benefits Medical/Dental/Vision/Life...Temporary workRemote work$65k - $95k
Formative is looking for a full-time Paid Media Strategist to join our Marketing & Strategy team. This person will be the day-to-day execution... ...and launch campaigns, programs and platforms that maximize impact on behalf of clients including Allen Family Philanthropies,...Full timeLive inWork at officeShift workAfternoon shift2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Strategist: CFP Path & Impact. Be the first to apply!
- strategist Seattle, WA
- investment strategist Seattle, WA
- design strategist Seattle, WA
- technology strategist Seattle, WA
- brand strategist Seattle, WA
- digital strategist Seattle, WA
- media strategist Seattle, WA
- senior strategy consultant Seattle, WA
- account strategist Seattle, WA
- communications strategist Seattle, WA

