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

WealthTech Financial Planner - Collaborative & Impactful

Range

A financial technology company is looking for an experienced Financial Planner to craft financial plans and support members through an innovative platform. You will collaborate with a team of wealth advisors, offering insights and developing personalized strategies for clients. The role necessitates a CFP certification and prior experience in financial services, providing a great opportunity to impact and shape the future of financial wellness in a tech-driven environment. #J-18808-Ljbffr Range

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the WealthTech Financial Planner - Collaborative & Impactful in Bellevue, WA vacancy
  •  ...pivotal role in helping clients achieve their financial goals. This position offers the...  ...manage their wealth planning needs, and collaborate with a dedicated team. You will be responsible...  ...planning and eager to make a meaningful impact, this is the perfect opportunity for you... 
    Suggested

    Parcion Private Wealth

    Bellevue, WA
    4 days ago
  •  ...Tired of traditional financial planning? Range is the fast, flexible, holistic...  ...all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial...  ...looking for an experienced Financial Planner to join our team of industry... 
    Suggested
    Work at office
    Relocation
    Monday to Friday
    Flexible hours

    RANGE

    Bellevue, WA
    2 days ago
  • WealthBridge Financial Group in Bellevue, WA seeks a results-oriented Financial Consultant to engage with clients, understand objectives...  ...management. You will analyze needs, develop action plans, and collaborate with experts to deliver comprehensive solutions. The role... 
    Suggested

    WealthBridge Financial Group

    Bellevue, WA
    2 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...rewarding performance, and how we make an impact in the communities we serve. Bank of...  ...acting in the best interest of the client Collaborates effectively to get things done, building... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Mercer Island, WA
    4 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...our workforce and positively impact the communities we serve. Bank of America...  ...to an in-office culture that supports collaboration, engagement, and career development. Our... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bellevue, WA
    3 days ago
  •  ...Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals. This role emphasizes on-site collaboration and in-depth client service. The position requires Series 7... 

    Charles Schwab

    Bellevue, WA
    3 days ago
  • A leading fraternal financial services organization in Bellevue, WA, seeks a Regional Field Recruiter to launch careers in financial services while positively impacting families. The role involves guiding individuals to achieve their financial goals through tailored plans... 
    Full time

    Modern Woodmen of America

    Bellevue, WA
    2 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...rewarding performance, and how we make an impact in the communities we serve. Bank of...  ...acting in the best interest of the client Collaborates effectively to get things done, building... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Mercer Island, WA
    2 days ago
  • $88k - $150k

     ...generation wealth creators with complex financial lives, delivering integrated advice...  ...during, and after liquidity events, while collaborating with internal specialists and external...  ...Values of Integrity, Dedication, Teamwork, Impact, and Opportunity. If you have a... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Parcion Private Wealth

    Bellevue, WA
    2 days ago
  • $61k - $119k

     ...Education Becoming a financial advisor at Northwestern Mutual is...  ...that helps you have a bigger impact on your clients and community...  ...and more Certified Financial Planner® licensing support 2 Fully...  ...for continuous learning and collaboration Proficient critical thinking... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Bellevue, WA
    2 days ago
  •  ...features. Our Client is looking for talented Financial Advisors just like you! With your...  ...positive, client-centered discussions Collaborating with multiple business partners allows...  ...sourcing new clients, you are able to make an impact in the lives of your clients through... 
    Full time

    BrokerHunter

    Bellevue, WA
    2 days ago
  •  ...Job Description Job Description Financial Planning Strategist (*this role is also...  ...workflow. Why You’ll Love This Role : Impact – You’ll see the direct results of your...  ...are ever the same. Culture – We’re collaborative, fun, and passionate about doing the... 

    RK Partners

    Seattle, WA
    a month ago
  •  ...customers, and aim to meet or exceed assigned goals. Responsibilities include needs assessments, presenting suitable products, and collaborating with colleagues to deliver exceptional customer service while adhering to bank policies and regulatory requirements. #J-18808-... 

    Beneficial State Bank

    Seattle, WA
    1 day ago
  • $28.85 - $33.65 per hour

     ...guided by a common purpose to help make financial lives better through the power of every...  ...rewarding performance, and how we make an impact in the communities we serve.Bank of...  ...their financial goals and life priorities.•Collaborate with core banking and investment partners... 
    Hourly pay
    Full time
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Mercer Island, WA
    5 days ago
  • A fraternal financial services organization is seeking a Regional Field Recruiter in Seattle, WA. The role involves guiding individuals...  ...retirement plans, allowing you to thrive while making a meaningful impact in your community. #J-18808-Ljbffr Modern Woodmen of America
    Full time

    Modern Woodmen of America

    Seattle, WA
    4 days ago
  • $88k - $150k

     ...Integrity, Dedication, Teamwork, Impact, and Opportunity. This is...  ...individualized basis Assist Financial Planning Department with...  ...problem-solving attitude and a collaborative, warm and upbeat personality...  ...CERTIFIED FINANCIAL PLANNER, CFA, CIMA or other relevant... 
    Full time
    Temporary work
    Work at office

    Jobtailor

    Bellevue, WA
    4 days ago
  •  ...clients gain clarity, confidence, and optimism around their financial lives. The Financial Planner works closely with relationship advisors and other...  ...organization, and follow‑through in all planning work Collaborate with advisors, service team members, and external... 
    Full time
    Work at office

    Valid8 Financial, Inc.

    Bellevue, WA
    2 days ago
  • Universal Health Services, Inc. is hiring a Financial Counselor in Kirkland, Washington. The role involves verifying patient benefits, managing admissions processes, and providing financial counseling. Candidates should possess at least a high school diploma and two years... 

    Universal Health Services, Inc.

    Kirkland, WA
    3 days ago
  •  ...At Schwab, you’re empowered to make an impact on your career. Here, innovative thought...  .... You will grow within an experienced, collaborative team and deepen relationships with...  ...experience, including creating and customizing financial plans and portfolios for clients Five... 

    CFA Institute

    Bellevue, WA
    3 days ago
  •  ...within Schwab Wealth Advisory. You will deliver personalized financial planning and portfolio guidance to clients, working with a team...  ...investment strategies. The role emphasizes on-site collaboration, regulatory compliance, mentoring junior SWA colleagues, and... 

    Charles Schwab

    Bellevue, WA
    3 days ago
  • $76k - $193k

     ...Vision insurance Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Puget Sound! Leverage Your...  ...than working through intermediaries. Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients... 
    Full time
    Internship
    Seasonal work
    Local area
    Work from home
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Puget Sound

    Bellevue, WA
    16 days ago
  • $75k - $83k

     ...Sr. Associate Financial Planner Location: Bellevue, WA Salary: $75,000 - $83,000 What's In It For You? Work directly with high-net-worth...  ...independently manage client relationships and grow professionally Collaborative environment with mentorship from senior planning and... 

    Talent Search PRO

    Bellevue, WA
    4 days ago
  • $148k - $203.5k

     ...relevant topics with both internal and external customers, to collaborate with internal business units to ensure execution of time-sensitive...  ...Okta ExperienceSupporting Your Well-BeingDriving Social Impact Developing Talent and Fostering Connection + CommunityWe are intentional... 
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    Okta

    Bellevue, WA
    1 day ago
  • $25 - $27.88 per hour

     ...clients to gain in-depth knowledge of their financial and life priorities and connecting them...  ...in the best interest of the client Collaborates effectively to get things done, building...  ...our employees so they can make a genuine impact and contribute to the sustainable growth... 
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bothell, WA
    2 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...rewarding performance, and how we make an impact in the communities we serve. Bank of...  ...acting in the best interest of the client + Collaborates effectively to get things done, building... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Issaquah, WA
    1 day ago
  •  ...Recovery Division (BHRD) of DCHS is looking for an Investment Impact Manager (Project/Program Manager IV) to help guide the implementation...  ...listening sessions, and regional planning efforts, promoting collaboration and culturally responsive service delivery. Identify system... 
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Work at office
    Remote work
    Trial period
    Monday to Friday

    King-County,-W

    Seattle, WA
    5 days ago
  • $124k

     ...becoming an insurance agent to drive positive impact in the lives of families every day. At...  ...100 company that is a leader in the financial service industry, New York Life will invest...  ...opportunities and nurture leads. Collaborate with the marketing team to develop strategies... 
    Contract work
    Work at office
    Remote work
    1 day per week

    New York Life Insurance

    Bellevue, WA
    21 days ago
  • $28.85 - $33.65 per hour

     ...to clients to help them achieve their financial goals. Key responsibilities include...  ...relationships through effective communication and collaboration Demonstrates a results-driven...  ...employees so they can make a genuine impact and contribute to the sustainable growth... 
    Hourly pay
    Temporary work
    Shift work
    Day shift

    Bank of America

    Kirkland, WA
    3 days ago
  • $20.67 - $31.25 per hour

     ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....  ...being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Bellevue, WA
    5 days ago
  • $160k - $210k

     ...Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team...  ...banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio... 

    Boutique Recruiting

    Kirkland, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to WealthTech Financial Planner - Collaborative & Impactful. Be the first to apply!