Senior Associate Financial Advisor: Growth & Client Strategy
$80k - $100kFirst Tech Federal Credit Union
First Tech Federal Credit Union seeks a Senior Associate Financial Advisor in Bellevue, WA. This role is crucial in supporting established Financial Advisors while managing client relationships and advising on investments. The ideal candidate should have a minimum of 3 years of client-facing experience, strong interpersonal skills, and knowledge of the financial industry. A comprehensive benefits package and compensation ranging from $80,000 to $100,000 is offered. #J-18808-Ljbffr
- 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
$80k - $100k
...The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting... ...program, as well as working with clients already in the Financial Advisor’s existing... ..., client service, and operational strategies. Track progress on key initiatives...SeniorWork experience placementWork at office- ...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
- ...accounting firm is seeking an Assurance Senior Manager in Seattle, WA. This role requires... ...Manager will oversee audit teams, improve client internal controls, and maintain key... ...environment that values individual contributions and professional growth. #J-18808-Ljbffr BDO USASenior
$110.4k - $140.67k
byebyeoffice is seeking a Technology Strategy Senior Associate to join its practice in Bellevue, Washington. This role involves advising clients on strategic technology initiatives and requires a solid background in strategy consulting. The ideal candidate will have a bachelor...Senior- Grant Thornton (US) is searching for a Technology Strategy Senior Associate in Bellevue, Washington. This role involves performing strategic advisory services, developing recommendations, and analyzing client technology environments. With a focus on technology trends,...SeniorWork experience placement
$80k - $115k
NFP Corp in Seattle is seeking an AVP, Advisor to lead client engagements and craft tailored investment strategies. You'll manage client portfolios, executing sophisticated financial plans while nurturing long-term relationships. Ideal candidates have over 5 years in wealth...- ...Senior Associate, Strategy & Operations - Commerce Platform Seattle, WA; New York, NY; San Francisco... ...Senior Associate on our Commerce Platform Growth Strategy & Operations team, you will... ...of the largest and most strategic clients. This includes helping us launch and scale...Senior
$81k - $85k
...are united by a clear purpose: to help clients pursue their Preferred Life — with clarity... ...across key areas such as tax strategy, risk management guidance, wealth and estate... ...Economics). 1 - 3+ years of experience in the financial management industry is required. CFP is...SeniorWork at officeFlexible hours$110.4k - $140.67k
# Technology Strategy Senior Associate### Job summaryBellevue### Work modelHybrid ·... ...business challenges throughout client technology organizations.... ....* Build and analyze financial models and complex budgets.... ...presence to become a trusted advisor to C-suite level clients.*...SeniorWork experience placement3 days per week$110.4k - $140.67k
Job Overview As a Technology Strategy Senior Associate, you will be part of Grant... ...challenges throughout client technology organizations.... ...development of business cases (financial, quantitative, and qualitative... ...to become a trusted advisor to C‑suite level clients....SeniorWork experience placementWork at officeLocal area3 days per week$110.4k - $140.67k
...possess a Bachelor’s degree in Technology or a related field and have a minimum of 2 years' experience in Strategy Consulting. The role involves analyzing client technology environments and developing recommendations while offering in-person support at client sites. The...Senior$78k - $115k
...DoorDash platform. The DashMart Growth S&O team owns initiatives to... ...and executing go to market strategies for key customer moments.... ...Shopping Experience and Growth Senior Associate will own the ideation and... ...assess the operational and financial impacts of your decisions, and...SeniorHourly payWork at officeLocal areaRemote workFlexible hours- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong... ...This position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr...Senior
- ...leading recruiting firm is seeking an experienced Tax Senior Manager to oversee complex tax engagements and manage client relationships. The role requires strong... ...position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr The Agency...Senior
$125k - $155k
A leading financial advisory firm seeks an Assurance Senior Manager to improve client internal controls and advise on various economic risks. This role involves supervising... ...with a salary range for Washington at $125,000 - $155,000. #J-18808-Ljbffr BDO Capital Advisors, LLCSenior$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- FPA of Charlotte is looking for an Associate Financial Advisor based in Seattle, Washington. In this full... ...assist financial advisors in helping clients achieve their financial goals through... ...meetings and recommend investment strategies while maintaining compliance. A Bachelor...Full time
$70k - $105k
...About Ascend National Wealth Advisors: At Ascend National... ...Advisors, we offer personalized financial strategies designed to reflect your... ...financial needs of Thrivent clients and their families. Responsibilities... ...clients and prospects. The Associate Advisor reports to and is...Work at officeLocal area- ...Northwest is seeking a detail-oriented Associate Financial Planner in Mercer Island, WA. This role... ...on building financial models, managing client portfolios, and participating in meetings... .... The position promotes professional growth with exposure to high-level planning cases...Work at office
$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...- ...Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team... ...services, allowing you to develop strong client relationships while mentoring junior team... ...package that supports both personal and professional growth. #J-18808-Ljbffr Charles SchwabSenior
$80k - $115k
Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial... ...,000 plus incentives, professional growth opportunities, and comprehensive...Senior- David Evans and Associates, Inc. seeks a Bonneville Power Administration Client Team Leader (CTL) in Bellevue, WA to oversee client relationships in power delivery. This senior role includes strategic leadership, market growth, and direct involvement in business development...SeniorFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Bellevue, WA. This role involves obtaining necessary Securities Industry licenses, managing client relationships, and providing financial solutions. Successful candidates will receive comprehensive...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I to help clients with financial solutions while acquiring industry licenses. This role includes... ...consultative client interactions and professional growth through structured training and coaching....Hourly pay- 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 team...
- ...Senior Associate, Strategy & Operations, DoorDash for Business San Francisco, CA; New York, NY; Seattle, WA About the Team DoorDash for... ...in strategy & operations, management consulting, or a high-growth B2B or marketplace environment. You have a track record...SeniorRemote work
$130k - $185k
...of transformative strategy, transactions and... ...side transaction advisors bring deep sector... ...knowledge to our clients. We develop deal... ...platform for future growth? You will join... ...As a Senior Associate - Consultant with... ....g., accounting, financial reporting, planning...SeniorWork experience placementSummer holidayWork at officeImmediate startFlexible hours$87k - $128k
...entrepreneurial operator to join our US Marketplace Growth team responsible for accelerating growth across new and... ..., most notably college students and Gen Z. The Senior Associate, Marketplace Audience Strategy & Operations role supports new audience penetration for...SeniorWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate Financial Advisor: Growth & Client Strategy. Be the first to apply!
- trading associate Bellevue, WA
- program associate Bellevue, WA
- associate professional Bellevue, WA
- search associate 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


