Financial Planning & Investment Advisor
$70k - $80kBank of America ATM
Bank of America is looking for a talented financial advisor to assist clients in achieving their financial goals. Responsibilities include planning financial strategies using brokerage products and recommending suitable banking and investment solutions. The ideal candidate holds Series 7 and 66 licenses, has experience in the investments or financial services industry, and excels in building relationships and managing goals in a fast-paced environment. Compensation is competitive at $70,000 – $80,000 annually, depending on qualifications. #J-18808-Ljbffr Bank of America
- Jobtailor in Bellevue, WA is seeking a finance-advisory professional to guide clients in short and long-term financial planning. You will recommend banking and investment strategies while triaging requests and referring clients to suitable service providers. The role...SuggestedTemporary work
- Bank of America seeks a financial services professional to triage client leads, refer to business... ...and meet clients to review goals, build plans, and recommend brokerage products. The role involves advising on banking and investment strategies, mitigating risk, and ensuring...Suggested
- Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads, reviewing...Suggested
$70k - $80k
...America in Kenmore, Washington is seeking an Investment Advisor responsible for providing comprehensive... ...customized solutions to help clients achieve financial goals. You will work closely with clients to develop financial plans, recommend investment products, and manage...Suggested- A leading financial services firm in Washington is seeking a Financial Professional to manage plan sponsor relationships and facilitate 403(b)/457 enrollment. The ideal candidate... ...to assist clients in achieving their financial goals. #J-18808-Ljbffr Voya Financial AdvisorsSuggested
- Bank of America is seeking a financial advisor in Mercer Island, Washington. The successful candidate... ...will work closely with clients to plan their short and long-term financial goals... ..., recommending banking and investment strategies, and managing risks associated...Temporary work
- ...Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment... ...reviews and guide long-term wealth planning conversations. Mentor Associate Portfolio...Full timeWork at office
$148.2k - $292.3k
...underwriting operations, product development, financial reporting, modeling, and adjacent... ..., people development, strategic planning, and actuarial assurance support for selected... ...organizations, as well as through our own investments, commitments, and actions across areas...Local areaVisa sponsorship$128k - $252.5k
...underwriting, new business, product development, financial reporting, modeling, and adjacent... ...models for pricing, financial planning, asset liability management, or financial... ...organizations, as well as through our own investments, commitments, and actions across areas...Local areaVisa sponsorship$113.76k - $170.65k
...proactive, client-focused, trusted financial partner to clients through a... ...with clients as a trusted advisor, with moderate to complex... ...experience in specific unit area (investment, securities, cash management,... ...and incentive compensation plan.What Our Culture Can Offer...Full timeWork experience placementWork at officeLocal area$129k - $238k
...manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. Develop new relationships through referrals from clients...Full timeImmediate start- ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State... ...requirements and analysis, financial planning and reporting, auditing, and internal financial... ...ProSidian Consulting. At ProSidian, we invest in our employees to help them stay...Full timeTemporary workFor contractorsWork experience placementWork at officeFlexible hours
- ...consistently rated a 5 star Bank in Washington State by Bauer Financial, an independent bank rating firm. A GREAT PLACE TO WORK AND BANK... ...medical, dental, and vision coverage for individual or family plan. Life insurance. Long-termdisability insurance. 401K matching program...Full timeBank staffInternshipWork at office
- JCW Group in Seattle is seeking experienced Wealth Advisors to join a growing team, onsite five days a week north of the city. The firm has an established client base and will provide leads with no cold outreach required. Candidates should have 2-5+ years in wealth management...
$100k - $130k
...Capital, Brighton Jones’ private investment team, deploys capital across... ...our seasoned client service advisors. The ideal candidate is... ...market opportunities. Conduct financial analysis, modeling, and due... ...reimbursement Financial planning services discount for employees...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...enjoy building relationships and providing financial advice to your clients. A role as a... ...200 years and today we are a leader in investment banking, consumer and small business banking... ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Local area
$116k - $216k
...dedicated to serving our clients' financial needs through expert advice... ...banking, borrowing, and investment solutions. The Sr. KPB Relationship... ...acting as the primary client advisor, developing and implementing... ...trust, investment and planning strategists, based on complexity...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...partner with their customers to find creative financial solutions that work. In order to... ...statements in the context of commercial banking, investment banking, or commercial real estate... ...: We offer two choices of medical plans, a dental plan, and a vision plan all at...Full timeTemporary workWork experience placement
$25 - $30 per hour
...providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice,... ...lines of credit) only. Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development...Weekend work- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Work at officeShift workWeekend workDay shift
- ...Senior Investment Analyst Seattle, WA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical... ...clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and...Local area
$24 - $25.5 per hour
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial...$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25 - $27.88 per hour
...cash transactions while building rapport and supporting clients’ financial goals. Responsibilities Execute the bank’s risk culture and... ...network by partnering with experts in small business, lending, and investments Manage financial center traffic, appointments, and outbound...Hourly payShift workWeekend workDay shift$115k - $200k
...combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. About the Role Freestone is seeking a proactive... ...while building relationships with our client advisors, operations, and legal/compliance teams. Stay abreast...Summer work$25 - $38.46 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and... ...'s client base with up to $2M in investable assets. The PCB helps new and existing...Hourly payWork experience placementImmediate startFlexible hoursDay shift- ...We lead by example, collaborate with and invest in change-makers and build sustainable... ...and business stability to create a better financial system - a system that drives inclusive... ...business by identifying clients to contact, planning and executing business development...Full timeContract workWork at officeMonday to Friday
$20.67 - $31.25 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...and solutions to assist in client's financial wellness both in person and through proactive... ...influence of partners such as Key Investment Services, Mortgage and Business Banking...Hourly payWork experience placementFlexible hoursDay shift$22.33 per hour
.... Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support... ...insurance ~ Stock options ~ Bonus programs ~401(k) plan ~ Paid Parental Leave ~ Life and AD&D insurance ~ Long-term...Full timeWork at office- ...guided by a common purpose to help make financial lives better through the power of every... ...experts in small business, lending, and investments Manages financial center traffic, appointments... ...this communication and the official plan documents, the plan documents will...Work at officeShift workWeekend workDay shift
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