Senior Wealth Planner & Advisor
CognoWiz
CognoWiz is looking for a Sr. Manager, Wealth Advisor to join our team in Bellevue, Washington. The successful candidate will demonstrate strong financial and analytical skills, and should possess a B.A. or B.S degree, as well as necessary FINRA registrations including Series 7 and 66 or their equivalents. This full-time position involves finance and sales responsibilities as well as IT consulting aspects. We're seeking a professional with relevant industry designations such as CFP. #J-18808-Ljbffr CognoWiz
- D&G Support Services, LLC is seeking a Senior Military Operations Planner to provide expert-level planning support for high-level defense initiatives at Offutt AFB, Bellevue, Nebraska. This critical role requires extensive military operations experience and the ability...SeniorFlexible hours
- Senior Military Operations Planner On Site | Offutt AFB Bellevue Nebraska | TS/SCI Required If you want to apply deep operational planning expertise in support of senior defense leadership and contribute to strategic-level mission execution, we would love to talk. Why...SeniorPermanent employmentWork at officeFlexible hours
- A 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
$145k - $170k
Senior Transportation Planner At David Evans and Associates, Inc., our Transportation team blends innovation, sustainability, and a commitment to our communities to navigate modern transportation challenges. We deliver unique solutions through cutting‑edge engineering practices...SeniorWork at officeFlexible hours$145k - $170k
David Evans and Associates, Inc. is looking for a Senior Transportation Planner to manage planning and design teams for multimodal transportation facilities. This role involves overseeing various transportation studies and supervising team members while contributing to...SeniorFlexible hours- SHEIN is seeking a Senior Logistics Specialist in Bellevue, United States to manage Middle-Mile logistics and optimize transportation processes. In this role, you'll track performance metrics, drive efficiency through strategic initiatives, and handle reverse logistics...SeniorFlexible hours
- D&G Support Services, LLC is seeking a Senior Regional Affairs SME based in Bellevue, Nebraska, to provide expertise on political, economic, and security affairs. The role requires advising top-level defense and policy leadership and developing strategic documents. Candidates...Senior
$145k - $170k
David Evans and Associates, Inc. is seeking a Senior Transportation Planner in Bellevue, WA. This role involves managing planning studies and developing client relationships while leading a talented team. The ideal candidate should have over 10 years of relevant experience...SeniorFlexible hours- A leading engineering and environmental firm is seeking a Senior Environmental Planner in Bellevue, WA. This role involves leading environmental compliance projects, preparing technical studies, and mentoring junior staff. The ideal candidate will have a Bachelor's degree...SeniorFull time
- A global engineering firm is seeking a Senior Engineer/Scientist with over 10 years of experience in air quality and climate change services. The ideal candidate should have a proven track record in project management and regulatory compliance, along with strong technical...Senior
$105.6k - $199.48k
...science and data. Superpowered by creativity and design. All underpinned by technology created with purpose. Your Role As a senior consultant you’ll lead organizational change strategy work stream transformations, which can include a wide range of programs such...SeniorFull timeLocal area- A leading pet e-commerce company is looking for a highly motivated Sr. Pricing Manager to join their team in Bellevue, WA. This role involves leveraging data science and analytics to drive product strategy and optimize pricing. The ideal candidate should have 6+ years of...SeniorFlexible hours
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team members...Senior
- IMA Financial Group, Inc. in Bellevue, WA is seeking a Claims professional with 7+ years of experience in Workers' Compensation. The successful candidate will be responsible for advocating effective resolutions of claims and maintaining strong client relationships. This...SeniorFlexible hours
- David Evans and Associates, Inc. is seeking a Senior Transportation Planner to join their smart mobility practice, focusing on multimodal transportation facilities. The role involves managing project teams and delivering high-quality work to support public agencies. Successful...SeniorFlexible hours
$110.4k - $140.67k
Grant Thornton is seeking a strategic consultant in Bellevue, WA to assist with technology assessments and proposal development. The ideal candidate will possess a Bachelor’s degree in Technology or a related field and have a minimum of 2 years' experience in Strategy Consulting...Senior$150k - $200k
Empirical Financial Services, LLC is seeking a Business Tax Advisor in Bellevue, Washington. This role involves delivering proactive tax services for closely held businesses, combining technical expertise with practical advice. The ideal candidate has at least 7 years of...Senior- IMA Financial Group, Inc. in Bellevue, Washington is looking for a motivated professional with sales experience in retirement plan services. The successful candidate will lead teams and manage client relationships while offering tailored solutions based on their needs. ...SeniorFlexible hours
- ...Job Description Job Description Buyer / Planner – Manufacturing & Sourcing Full-Time | Onsite Monday–Thursday Schedule (4x10s) Base + Bonus NO SPONSORSHIP — MUST BE AUTHORIZED TO WORK IN THE UNITED STATES ONSITE ROLE with ITAR Qualification — RELOCATION...SeniorPermanent employmentFull timeWork at officeRelocation packageFlexible hours
- ...PWM Wealth Planner The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner... .... May work directly with clients, or in conjunction with the senior team members. Basic Qualifications Bachelor's degree...SeniorTemporary workWork experience placement
$85k - $150k
SAFEbuilt, Inc, located in the Greater Seattle Area, is looking for a Senior Planner to join our team. This role provides a chance to work on diverse assignments in community development with a focus on planning and zoning. The ideal candidate must have at least 7 years...Senior- ...Mission Range is on a mission to redefine wealth management. We harness technology to... ...closely with our Certified Financial Planners® to devise and implement tax strategies... ...prepared by internal teams or external advisors. Accuracy and Compliance: Ensure accuracy...SeniorWork at officeLocal areaRelocationMonday to Friday
$128.1k - $188.3k
...Perkins&Will Seattle is seeking a Senior Medical Planner with 15+ years of experience leading the planning and design of complex healthcare environments across all project phases. Brings deep expertise in medical architecture, clinical operations, and master planning,...SeniorFor contractorsWork at officeLocal area- Horrocks is looking for a Senior Transportation Planner in Seattle, WA, to lead multimodal projects and enhance community mobility. Candidates should have over 15 years of experience in transportation planning and be passionate about improving quality of life through active...Senior
$120k - $170k
Mannik Smith Group is seeking a Senior Transportation Planner based in Seattle, WA. In this role, you will lead and support planning for transportation projects including shared-use paths and multimodal facilities. Candidates should have over 15 years of experience in transportation...Senior$142.8k - $177.2k
Verathon in Bothell, WA, is seeking a Senior Product Planner for our Airway Product Marketing team. This role involves championing the product roadmap and new product development with a focus on software-driven solutions for GlideScope video laryngoscopes and BFlex bronchoscopes...Senior$129k - $177k
Description Job Summary The Senior Planner, Climate Adaptation and Resilience role is responsible for leading projects that include comprehensive assessments, analyses, development and implementation of strategies and implementation plans for our clients' water-related...SeniorTemporary work- ...twentysix sucht einen Senior Social Consultant, der für die Social Media-Präsenz einer der bekanntesten Entertainment-Brands verantwortlich ist. Der Kandidat führt Meetings auf Senior-Level, entwickelt Strategien und stellt sicher, dass die Qualität des Social-Outputs...SeniorRemote work
$110k - $170k
Gensler is seeking a Senior Tech R&D Lab Planner in Seattle to join the Advanced Tech team. The ideal candidate will have over 10 years of experience in lab planning and design, with a strong emphasis on architectural skill and experience in complex environments. The role...Senior$148.5k - $174.7k
...you excel at—all from Day One. Job Description The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based... .... May work directly with clients, or in conjunction with the senior team members. Basic Qualifications Bachelor's degree or...SeniorTemporary workWork experience placementLocal area
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