Senior Associate Financial Advisor - Growth & Planning
$80k - $100kFirst Tech Federal Credit Union
First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA. This role supports an existing client base and assists in financial planning, investment advice, and operational support. You'll manage client relationships while collaborating with the Senior Advisor to drive business growth. The ideal candidate has at least 3 years of client-facing experience and is well-versed in the financial industry. The position offers a competitive salary range of $80,000 to $100,000 and a comprehensive benefits package, including medical coverage, 401K matching, and paid time off. #J-18808-Ljbffr
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Senior Associate Financial Advisor - Growth & Planning in Bellevue, WA vacancy
$80k - $100k
...Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing... ...team to implement elements of the practice's strategic plans and assist in the day-to-day management of the office....SeniorWork experience placementWork at officeFirst Tech Federal Credit Union
Bellevue, WA11 hours ago- MassMutual Northwest is seeking a detail-oriented Associate Financial Planner in Mercer Island, WA. This role focuses on building... ...client records. The position promotes professional growth with exposure to high-level planning cases within a culture of excellence, and offers...SuggestedWork at office
- FPA of Charlotte is looking for an Associate Financial Advisor based in Seattle, Washington. In this full-time role, you will assist financial advisors... ...business operations, client support, and financial planning. You will participate in client meetings and recommend investment...SuggestedFull time
- LPL Financial is seeking an Associate Wealth Advisor in Bellevue, Washington. This role involves providing investment and relationship management support to senior advisors. Candidates must be detail-oriented and possess outstanding customer service skills. Responsibilities...Suggested
$100k - $110k
A leading financial services firm in Seattle is looking for a Referral-based Lead Financial Advisor to join their team. The ideal candidate will engage with existing clients, perform quality control, and create financial strategies tailored to client needs. Strong communication...Senior$75k - $83k
...$75,000 - $83,000/year What you will be doing: Assist Financial Planner in preparing for and conducting client meetings and regularly... ...performing financial situation analysis, and coordinating planning implementation with outside professionals if necessary....SeniorTIUM Technology
Bellevue, WA3 days ago$75k - $83k
...Sr. Associate Financial Planner (High-Net-Worth Clients | CFP® | Series 7 & 66) Location: Bellevue... ...wealth management and financial planning strategies • Participate in portfolio... ...Collaborative environment with mentorship from senior planning and investment professionals...SeniorTalent Search PRO
Bellevue, WA2 days ago- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and... ...tax experience, a CPA, and is proficient in tax planning. This position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr...Senior
The Agency Recruiting
Bellevue, WA4 days ago $70k - $105k
...A financial services company is seeking an Associate Financial Advisor in Bellevue, WA. This role involves supporting clients with financial products, managing sensitive information, and working closely with lead advisors. Ideal candidates will have securities registration...Thrivent Financial
Bellevue, WA4 days ago- ...MassMutual is looking for a detail-oriented Associate Financial Planner to join their team in Mercer... ...role, you'll be involved in financial plan development, portfolio management, and... ...communicate complex financial topics clearly. Growth opportunities and a supportive team...Full timeWork at office
MassMutual
Mercer Island, WA4 days ago $28.99 - $35.34 per hour
...surprising to hear that a financial institution of 1.5 million... ...IMPACT YOU'LL MAKE: As an Associate Financial Advisor at BECU, you will play a... ...addressing their financial planning needs, conducting portfolio... ...Service Enhancement and Sales Growth : Develop and market to...Hourly payWork at officeBoeing Employees Credit Union
Tukwila, WA2 days ago- ...oriented person who excels at both financial analysis and client service?... ...a highly detail-oriented Associate Financial Planner who thrives... ...role in our financial planning process. In this position,... ...advice is built. Professional Growth: Gain deep exposure to high-...Full time
Massachusetts Mutual Life Insurance Company
Mercer Island, WA3 days ago $100k - $140k
## Associate Financial Advisor - Afton Union Financial Group - Seattle, WAApplylocations: WA - Seattletime... ...support clients through investment planning, insurance solutions, and ongoing... ...and offers a clear path for long-term growth. This is a full-time role that is a hybrid...Full timeRemote workThrivent Financial
Seattle, WA11 hours ago$77k - $202k
...providing consulting services related to financial management and strategy. These... ...budgeting, forecasting, and financial planning processes to drive operational efficiency... ...analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business...SeniorFull timeH1bPwC
Seattle, WA5 days ago$100k - $140k
...Associate Financial Advisor Meaningful work. Rewarding career. Thrivent is a different kind of financial... ...support clients through investment planning, insurance solutions, and ongoing... ...and offers a clear path for long-term growth. This is a full-time role that is a hybrid...Full timeRemote workThrivent Financial for Lutherans
Seattle, WA4 days ago$85k - $95k
...Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you... ...practice? Steller Wealth Planning, a Private Wealth Advisory... ...relationships, contributing to revenue growth, and developing into a long... ...Partner with senior advisors in client meetings...Full timePrivate practiceWork at officeMonday to FridayWeekend workAfternoon shiftAmeriprise Financial
Issaquah, WA5 days ago- ...Associate Wealth Advisor The primary role of the Associate Wealth... ...support to a senior advisor or team of advisors... ...demonstrate ability to assist Financial Advisors in... ...and overall financial planning Develop customized... ...financial advisors in the growth of the business...
LPL Financial
Bellevue, WA1 day ago $70k - $90k
...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown Square, PA; New York,... ...investment advisory, as well as integrated planning and coordination across key areas such... ...and organize the clients' relevant financial information, resulting in a complete and...SeniorInternshipWork at officeFlexible hoursPathStone
Bellevue, WA4 days ago- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and... ...tax experience, a CPA, and is proficient in tax planning. This position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr The...Senior
$390k
A leading law firm in Seattle is seeking a Managing Associate or Senior Associate with 6 to 8 years of experience focusing on venture capital and private offerings in high-growth technology businesses. The role requires strong communication skills, bar admission, and a...SeniorFlexible hours- DoorDash is seeking a Senior Associate for its Convenience Merchant Strategy & Operations team to lead growth initiatives for major merchants. This role involves strategizing to improve merchant performance and achieving aggressive growth targets across the Convenience...SeniorFlexible hours
$180k - $210k
...Summary We are looking for a Senior Associate, Scheduling (Global) who... ...including oversight of external planning/scheduling consultants) and... ...mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave,...SeniorTemporary workFor contractorsFlexible hoursAda Infrastructure
Bellevue, WA3 days ago- DoorDash is seeking a strategic marketer to lead marketplace growth through integrated campaigns. This role involves overseeing multiple campaigns for SMB restaurant partners, utilizing a data-driven approach to optimize performance and manage local budgets. The ideal...SeniorLocal area
- ...Northwestern Mutual - Puget Sound in Bellevue is seeking a Financial Advisor who will educate clients on insurance and financial planning. Ideal candidates will have strong communication skills and a Bachelor's degree, with the opportunity to grow within a supportive...
Northwestern Mutual
Bellevue, WA11 hours ago $100k - $140k
...services designed to support our clients’ growth and expansion. Since day one, our... ...interests. KBF is currently seeking a Senior Associate to join our Corporate Tax Services team... ..., design, and implementation of tax planning strategies. As a leader in this space,...SeniorWork at officeKBF ADVISORY LLC
Seattle, WAa month ago$180k - $210k
...Summary: We are looking for a Senior Associate, Cost Management (Global)... ...understanding of CAPEX cost planning, contingency management, and... ...drive quality ~ Advanced financial and cost modeling capability... ...access to a financial advisor, new parent leave, reproductive...SeniorTemporary workWork experience placementFlexible hoursAda Infrastructure
Bellevue, WA3 days ago$87k - $128k
...entrepreneurial operator to join our US Marketplace Growth team responsible for accelerating growth... ...notably college students and Gen Z. The Senior Associate, Marketplace Audience Strategy &... ...help drive the creation of strategic plans that drive execution throughout the...SeniorWork experience placementLocal area$180k - $210k
.... Summary The Senior Associate, North American Development... ...Architecture, engineering, planning, development, construction management... ...and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive...SeniorTemporary workWork experience placementFlexible hoursShift workAda Infrastructure
Bellevue, WA4 days ago$115.52k - $209.38k
...TikTok Shop - Senior Strategy Associate Location: Seattle Employment Type: Regular Job Code:... ...commerce industry has seen tremendous growth in recent years and has become a hotly... ...affiliates. We are looking for a resource planning & analytics associates....SeniorTemporary workLocal area- Thrivent Financial is seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial journeys... ...hybrid role involves investment planning, insurance solutions, and ongoing... ...and opportunities for growth. #J-18808-Ljbffr Thrivent FinancialFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate Financial Advisor - Growth & Planning. Be the first to apply!
Related searches
- trading associate Bellevue, WA
- program associate Bellevue, WA
- associate professional Bellevue, WA
- associate Bellevue, WA
- publishing associate Bellevue, WA
- distribution center associate Bellevue, WA
- ecommerce associate Bellevue, WA
- general maintenance associate Bellevue, WA
- family law associate Bellevue, WA
- community associate Bellevue, WA