Average salary: $83,500 /yearly
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- ...to manage multiple stakeholders and keep a process moving \n ~ Comfort with ambiguity and curiosity about how businesses create value \n ~ Undergrad in finance, accounting, economics or business (MBA or CFA a plus)\n ~ Willingness to travel about 25%\n \n...Suggested
Infrassocs
Seattle, WA3 days ago $110 - $116 per hour
...’s degree in Finance, Accounting, Business Administration, or a related field. \n ~ Advanced degree or professional certification (CFA, CPA) is a plus. \n ~ Proven experience leading financial rhythm of business processes, including month-end close management, budgeting...SuggestedContract workLocal areaImmediate startPyramid Consulting, Inc
Bellevue, WA4 days ago- ...We’re Looking For: \n \n ~5+ years of experience as a wealth management advisor. \n ~ Bachelor’s degree required. \n ~ CFP, CFA, CPA, or JD preferred. \n ~ Series 65 or equivalent registration. \n ~ Demonstrated success building and growing a book of business...SuggestedWork at officeRemote work
Judson Group
Bellevue, WA10 days ago $90k - $140k
...wealth management or a related industry preferred ~ Undergraduate degree required ~ Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within...SuggestedFull timeSummer workWork at officeLocal areaImmediate startFlexible hoursBrighton Jones
Seattle, WA8 days ago$120k - $130k
...infrastructure, construction, engineering, or related industries is a plus. \n \n \n Preferred Qualifications \n \n MBA, CPA, CMA, or CFA designation a plus. \n Experience with financial planning and reporting systems such as Adaptive Planning, OneStream, Power BI,...SuggestedAddison Group
Bellevue, WA14 days ago$82.26 - $116.35 per hour
...stakeholder groups \n ~ Proficiency with Microsoft Office and Google Workspace \n \n \n Preferred Qualifications \n \n MBA, CFA, CPA, or other advanced degree/certification \n Experience with BI and data visualization tools \n \n \n Compensation \n \...SuggestedWork at officeCypress HCM
Bellevue, WA5 days ago- ...ability to influence decision-making, and a proven track record in fundraising and investor communications. While not mandatory, a CPA, CFA, or MBA is a bonus. The ideal candidate will be detail-oriented, have strong execution skills, and be excited about the prospect of...Suggested
$70k - $75k
...territory sales plan which is aligned with the overarching division plan Requirements of the role: Series 7 and 63 required CFA, CIMA or similar certification a plus Undergraduate, college degree or equivalent work experience required Five or more years of...SuggestedWork experience placementWork at office- ...for the Head of Finance position at the company should have a minimum of 10 years' experience in finance or accounting, with a CPA or CFA certification being preferred. Strong leadership and communication skills are essential, as is the ability to work closely with other...Suggested
- ...Background in a wirehouse, independent broker-dealer, bank, or RIA environment \n ~ Financial planning experience preferred \n ~ CFP®, CFA, or other professional designations preferred \n ~ Bachelor’s degree in Finance, Business, Economics or related field preferred \n...Suggested
Beacon Pointe
Redmond, WA11 days ago - ...for the Head of Finance position at the company should have a minimum of 10 years' experience in finance or accounting, with a CPA or CFA certification being preferred. Strong leadership and communication skills are essential, as is experience in managing a team. The...Suggested
$150k - $200k
...administration platforms, reporting tools, Bloomberg, FactSet, or similar systems is preferred. Professional credentials such as CPA, CFA, or CIPM are a plus. Our Employee Benefits package includes: ~100% company-paid medical premium for employees; High-deductible...SuggestedLocal areaSaturna Capital
Bellingham, WA3 days ago$100k - $125k
...relevant experience. · An entry-level professional designation such as CRPC, RICP, BFA, or APMA. · CFP, ChFC, CFA, or CIMA designation, or a demonstrated commitment to pursuing an advanced designation. · Experience serving high-net-...SuggestedFull timePrivate practiceWork at office- ...Preferred Qualifications: \n \n Experience advising privately held business owners/families. \n CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred. \n Life and Disability Insurance license. \n Familiarity with...SuggestedFull timeTemporary workWork at office
Next Level Recruiting, LLC
Seattle, WA21 days ago $130k - $150k
...EDUCATION/EXPERIENCE ~ MBA, in Business, Finance, Accounting, Economics, or related field required ~ Chartered Financial Analyst (CFA) certification or progress toward preferred ~3+ years of experience in FP&A or financial analysis required ~ Background in...SuggestedPermanent employmentContract workFor contractorsCasual workRemote workFlexible hoursShift work$160k - $200k
.../EXPERIENCE ~ MBA, in Business, Finance, Accounting, Economics, or related field required ~ CPA, or Chartered Financial Analyst (CFA) certification preferred ~7+ years of experience in FP&A, investment banking, or financial or operational consulting required ~ Background...Permanent employmentContract workFor contractorsCasual workRemote workFlexible hoursShift work$185k - $250k
...knowledge of estate, tax, insurance, lending, and charitable planning (DAFs, foundations, 529s) Series 65 or 66 CFP® strongly preferred (CFA®, CPWA®, CEPA®, or similar also considered) eMoney or similar planning software. Salesforce, Orion, and Wealthscape preferred...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$140k - $175k
...initiatives; track completion of required learning and role-specific training. Track professional designation progress (e.g., CFP/CFA or other credentials) and coordinate firm support where applicable. Provide support to Client Service team around the annual performance...Full timeContract workWork at officeLocal areaRemote workVisa sponsorshipFlexible hours2 days per week3 days per week- ...data analysis and working effectively with cross-functional teams to meet demanding timelines. Professional certifications such as CPA, CFA, or ACCA are a plus, and proficiency in Mandarin is advantageous. Hiring Manager Title CFO Functions Finance Strategy...Contract work
$105k - $125k
...improvements and cross-functional projects STRONGLY PREFERRED Experience in real estate, development, or construction CPA, CMA, CFA, or FP&A certification SCHEDULE Full-time, exempt position based in Vancouver, WA. The first month is primarily in-office for...Full timeWork at office2 days per week3 days per week$150k - $215k
...~ Ability to communicate complex financial insight clearly to executives, engineers and investors Preferred MBA, CPA or CFA Experience with U.S. Government contracting (FAR/DFARS, cost accounting standards, indirect rate structures, earned value management...Permanent employmentContract work$120k - $300k
...planning strategies. Your Experience: ~ Candidates must have a four-year degree ~ Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...environments. Applicants for the CFO position at the company should have a Bachelor's degree in a relevant field, with an MBA, CPA, CFA, or other advanced designation strongly preferred. A minimum of 10 years' progressive finance leadership experience, including senior...
$90k - $185k
...a collaborative, warm, and upbeat personality Preferred Qualifications (Nice to have, not required to apply) Holds a CFP®, CFA®, CIMA®, or other relevant professional designation, or is able to obtain one (sponsorship and a spot bonus provided upon passing)...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...management, private wealth, family office, or investment advisory environments. ~ Bachelor's degree required. ~ Progress toward CFP®, CFA®, CIMA®, CAIA®, or similar professional designation preferred. ~ Strong analytical, quantitative, and problem-solving skills. ~...For contractorsWork at office
- ...possess exceptional communication skills. A Bachelor's degree in a related field is required, with advanced qualifications such as an MBA, CFA, CPA, or CTP being a plus. The Vice President will also be responsible for managing a team, building strong cross-functional...
- ...serve. We hold that work to an institutional standard — and we're looking for the right person to help us deliver it. Tony Baruffi, CFA, managed bond and currency portfolios for pension funds, endowments, and mutual funds before founding the firm. That same discipline...Work at officeRemote workWork from homeFlexible hours
- ...under prescribed formats. Required Skills and Qualifications * Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance. * You must have passed your ACCA, CPA, CFA, or CIMA exam. ITC WorldwideWorldwide
$75k
...information and presenting it in a distilled manner. You have one or more of the following designations: Series 7, 66, and/or CIMA, and CFA Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable...Full timeTemporary workLocal areaFlexible hoursCapital Group
Seattle, WA3 days ago$95k - $120k
...While not required, these are a plus: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field MBA or CFA track 4 Days in Office: Metropolis values in-person collaboration to drive innovation, strengthen culture, and enhance the Member...Temporary workWork at officeLocal area
