Portfolio Planning Advisor

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San...

Wealth Advisor – CFP | Seattle, Washington Reference Number: HRJ7468 Location: Seattle, Washington Judson Group has been retained by a $10B+ AUM RIA with a national presence in the search for a Wealth Advisor – CFP . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term...

Senior Client Advisor (VP/SVP)Seattle, WA Are you a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families? Join our rapidly growing and well-established organization as a Senior Client Advisor, where you will play a pivotal role in expanding our client's footprint and making a...

We are seeking an outstanding team member for our growing financial planning & investment management practice in Seattle, WA. Candidates who thrive in a small company environment, have an eye for detail, and follow through are of high interest to us.Our ideal candidate is proactive, solution based, a self-starter, and shares our core values.You will get to...

Job Description Job Description Associate Wealth Management Advisor Join a dynamic team as an Associate Wealth Management Advisor (AWMA), where creativity meets financial expertise. As an AWMA, you'll be the cornerstone of client service operations, ensuring seamless processing of variable products and securities while maintaining an efficient and compliant...

We are seeking an outstanding team member for our growing financial planning & investment management practice in Seattle, WA. Candidates who thrive in a small company environment, have an eye for detail, and follow through are of high interest to us.Our ideal candidate is proactive, solution based, a self-starter, and shares our core values.You will get to...

ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further...

 **MUST HAVE EXPERIENCE IN E.A. ROLE OR INDUSTRY**Executive Assistant Description We are seeking an outstanding team member for our growing financial planning & investment management practice in Seattle, WA. Candidates who thrive in a small company environment, have an eye for detail, and follow through are of high interest to us.  Position offers...

 **MUST HAVE EXPERIENCE IN E.A. ROLE OR INDUSTRY**Executive Assistant Description We are seeking an outstanding team member for our growing financial planning & investment management practice in Seattle, WA. Candidates who thrive in a small company environment, have an eye for detail, and follow through are of high interest to us.  Position offers...

Atlas is a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed company, our technology and flexibility is a structural competitive advantage, but we put...

This is a unionized position represented by Local 8 of the Office and Professional Employees International Union (OPEIU). Starting wage is $32.51 to $32.51 an hour. JOB SUMMARY The Portfolio Coordinator supports Plymouth residents by working closely with the Portfolio Manager and Assistant Portfolio Manager to ensure that housing-related services are offered...

Description Salary range is $28.85/hour to $67.31/hour, with a midpoint of $45.67/hour. New hires typically receive between minimum and midpoint, however, we may go slightly higher based on experience, internal equity and market. Sound Transit also offers a competitive benefits package with a wide range of offerings, including: Health Benefits: We offer two...

Salary range is $28.85/hour to $67.31/hour, with a midpoint of $45.67/hour. New hires typically receive between minimum and midpoint, however, we may go slightly higher based on experience, internal equity and market. Sound Transit also offers a competitive benefits package with a wide range of offerings, including:Health Benefits: We offer two choices of...

Description Salary range is $28.85/hour to $67.31/hour, with a midpoint of $45.67/hour. New hires typically receive between minimum and midpoint, however, we may go slightly higher based on experience, internal equity and market. Sound Transit also offers a competitive benefits package with a wide range of offerings, including: Health Benefits: We offer...

Are you passionate about making a difference for a mission-driven non-profit organization? Do you desire to guide and inspire individuals seeking to leave generous and meaningful legacies that will provide for future generations? The Museum of Flight seeks a Planned Giving Officer to lead its relationships with and program to support those who desire to...

Job DescriptionJob DescriptionSalary: JOB TITLE: Portfolio Manager LOCATION: Seattle AreaDEPARTMENT: PNW OperationsREPORTS TO: PresidentFLSA Category: ExemptESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.   The Portfolio Manager is a strategic thinker and effective...

Are you passionate about making a difference for a mission-driven non-profit organization? Do you desire to guide and inspire individuals seeking to leave generous and meaningful legacies that will provide for future generations? The Museum of Flight seeks a Planned Giving Officer to lead its relationships with and program to support those who desire to...

JOB SUMMARY The Assistant Portfolio Manager (APM) is part of an offsite property management (PM) team that services Plymouth's properties and ensures they are maintained to meet residents' needs. The APM supports the Portfolio Manager in overseeing a portfolio of two to three buildings directing and assisting Portfolio staff activities and tasks as assigned...

Job DescriptionJob DescriptionJOB SUMMARYThe Assistant Portfolio Manager (APM) is part of an offsite property management (PM) team that services Plymouth’s properties and ensures they are maintained to meet residents’ needs. The APM supports the Portfolio Manager in overseeing a portfolio of two to three buildings directing and assisting Portfolio staff...

**499110BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...