CFP-Qualified Senior Associate Financial Planner
Mainspring Wealth Advisors, LLC.
Mainspring Wealth Advisors, LLC in Bellevue, WA is seeking a Senior Associate Financial Planner to support one of our Financial Planners and actively manage existing and new client relationships. Candidates with a CFP or equivalent credentials, a strong understanding of portfolio allocation and investment management, and the ability to work independently in a collaborative, fiduciary environment are encouraged to apply. #J-18808-Ljbffr Mainspring Wealth Advisors, LLC.
$75k - $83k
...determined based on relevant experience and qualifications. We are seeking a Senior Associate Financial Planner for our wealth management firm our Bellevue, WA, Office. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and who want...SeniorWork at office$75k - $83k
...Sr. Associate Financial PlannerLocation: Bellevue, WA Salary: $75,000 - $83... ...clients and experienced financial planners• Gain exposure to... ...environment with mentorship from senior planning and investment professionals... ...or recognized equivalents)• CFP® designation or other...Senior- ...Pay & Benefits! Job Description What you will be doing: Assist Financial Planner in preparing for and conducting client meetings and regularly... ...and 66 (or FINRA-recognized equivalents). B.A. or B.S. degree. CFP® or other industry designations/credentials. Self-starter,...SeniorFull time
$80k - $100k
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of... ...diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age,...SeniorWork experience placementWork at office$77k - $202k
...providing consulting services related to financial management and strategy. These... ...analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business... ...is an equal opportunity employer, all qualified applicants will receive consideration...SeniorFull timeH1b$77k - $202k
...Transformation - Anaplan Consultant, Senior Associate, you will engage with CEOs, CFOs, controllers... ...role, you will help clients align financial planning, consolidation, reporting,... ...is an equal opportunity employer, all qualified applicants will receive consideration...SeniorFull timeH1b$77k - $202k
...providing consulting services related to financial management and strategy. These... ...finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor... ...is an equal opportunity employer, all qualified applicants will receive consideration...SeniorFull timeH1b- First Tech Federal Credit Union in Bellevue, WA is seeking a Senior Associate Financial Advisor to support an existing book of business and transition toward a Financial Advisor role. You’ll help members with information, products, and investment programs under guidance...SeniorWork at office
$112.8k - $153.7k
...listen to your ideas. We are seeking a Senior Associate, Tax Technology Analytics & Automation... ...in a discretionary long-term financial incentive plan, subject to plan participation... ...record will not automatically disqualify a qualified applicant from consideration. For...SeniorFull timeContract workLocal areaFlexible hours- ...Senior Financial PlannerAt Range, we're building towards a world where anyone... ...Senior Financial Planner to join our team of industry... ...Certified Financial Planner (CFP), Certified Public Accountant... ...Agent (EA), Equity Compensation Associate (ECA) or similar6-9+ years experience...SeniorWork at officeRelocationMonday to Friday
$116k - $216k
...) is dedicated to serving our clients' financial needs through expert advice and personalized... ...S65 (preferred)Certified Financial Planner (CFP) (preferred)Certified Investment... ...to sustaining an inclusive culture. All qualified applicants will receive consideration for...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Talent Search PRO is looking for a detail-oriented Sr. Associate Financial Planner in Bellevue, WA. You'll work directly with high-net-worth clients... ...in a relevant field, active FINRA licenses, and ideally a CFP designation. Join a collaborative team offering long-term...Senior
- ...Wealth Advisors in Bellevue, WA seeks a Senior Associate Advisor to join a three-person client... ..., and ensure all aspects of a client’s financial life are addressed. The role requires 5... ...years of experience in financial planning, CFP designation, and proficiency with...SeniorRemote job
- ...clients gain clarity, confidence, and optimism around their financial lives. The Financial Planner works closely with relationship advisors and other team... ...manager Qualifications Bachelor’s degree and CFP® certification required. Ability to serve as SME (subject...Full timeWork at office
- Valid8 Financial, Inc. is seeking a dedicated Financial Planner in Bellevue, WA. This role focuses on providing high-quality financial planning advice and nurturing... .... The ideal candidate holds a Bachelor's degree and CFP® certification, with proficiency in financial...
$116k - $216k
...) is dedicated to serving our clients' financial needs through expert advice and personalized... ...S65 (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment... ...to sustaining an inclusive culture. All qualified applicants will receive consideration for...SeniorWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...relationships is not expected. Candidates must have: 2-5y+ of experience as a wealth management PM/advisor/RM/planner. Any certifications would be highly desired, for example, a CFP, CFA, or CPWA. The ability to work out of the company\'s office five days per week. If you\'re...SeniorWork at office
$73.72k - $164.57k
...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to...SeniorLocal area$79k - $125k
...fast-paced and challenging environment. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation... ...and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be...SeniorFull timeContract workWork experience placementLocal areaFlexible hours- ...They're looking to add Associate Advisors to help... ...Guide clients through financial planning needs, including... ...inheritance planning Convert qualified, warm leads into long-... ...Work alongside senior advisors and founders... ...Series 65 or 66 license CFP, CFA, or CPWA designation...
$90.4k - $168.2k
...future as we are, join our team.KPMG is currently seeking a Senior Associate, Cyber Operations to join our Enterprise Security Services organization... ...state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to...SeniorH1bLocal area$81.13k - $164.57k
...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities... ...state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race...SeniorLocal area$77.33k - $157.67k
...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to...SeniorLocal areaRemote work- ...then consider a career in Advisory.KPMG is currently seeking a Senior Associate, Infrastructure Project Advisory (Construction/Engineering)... ...state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to...SeniorContract workH1bLocal area
- ...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities... ...state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race...SeniorLocal areaVisa sponsorship
$87k - $128k
...RoleWe are hiring a Strategy & Operations Senior Associate who will play an integral role in... ...of experience in consulting, strategy, financial services, operations, technology, startups... ..., we will consider for employment any qualified applicant, including those with arrest...SeniorHourly payWork at officeLocal areaRemote workFlexible hours$77k - $202k
...Description & SummaryThe OpportunityAs a Strategy& Consulting Senior Associate - Technology Sector, you will provide strategic guidance and... ...following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC...SeniorFull timeH1b$96.6k - $155.7k
...capability of all wealth, investment, and financial planning processes Begins to prepare... ...Bachelor's degree ~4-8 years' experience ~ CFP, CFA, CPA, JD, or MBA required ~... ...will be determined based on shortage of qualified candidates with a particular skill. Corient...Permanent employmentTemporary workWork at officeFlexible hours$102.41k - $218.5k
...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Mergers & Acquisitions practice. Responsibilities... ...state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race...SeniorLocal area$77k - $202k
...scalable technical solutions that meet client requirements. As a Senior Associate, you guide and mentor junior team members while navigating... ...following link: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC...SeniorFull timeH1b
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