Current jobs related to Financial Services Professional - Bellevue Washington - Parcion Private Wealth

  • Financial Services Professional

    3 days ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor at PNC Financial Services Group, you will play a critical role in helping clients achieve their financial goals. Your primary responsibility will be to consult with clients on investment and insurance strategies, as well as develop personalized financial plans tailored to their needs.Key Responsibilities:Consult with...

  • Financial Services Professional

    4 weeks ago

    Washington, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...

  • Financial Services Professional

    3 days ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    At PNC Financial Services Group, we are committed to delivering exceptional customer experiences and fostering a culture of inclusivity and accessibility.The Financial Advisor role is a key part of our team, responsible for consulting on investment and insurance strategies, as well as developing financial plans for clients.Key responsibilities...

  • Financial Services Professional

    2 weeks ago

    Bellevue, Washington, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Northwest Bank offers a unique opportunity to join a team dedicated to providing exceptional financial services to our clients.Key Responsibilities:Build a strong client base through...

  • Financial Services Professional

    4 weeks ago

    Washington, DC , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans...

  • Financial Services Professional

    2 weeks ago

    Fort Washington, Pennsylvania, United States Citizens Financial Group, Inc. Full time

    Job Title: Financial Services ProfessionalCitizens Financial Group, Inc. is seeking a highly skilled Financial Services Professional to join our team. As a key member of our Wealth Management division, you will be responsible for delivering personalized financial strategies to mass affluent clientele.Key Responsibilities:Proactively identify and sell a broad...

  • Financial Services Professional

    3 weeks ago

    Bellevue, Washington, United States Equitable Advisors LLC Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors, LLC. As a Financial Services Professional, you will have the opportunity to work with a diverse range of clients, providing personalized financial guidance and customized strategies to help them achieve their financial...

  • Financial Services Professional

    4 weeks ago

    Bellevue, Washington, United States Boutique Recruiting Full time

    Financial Advisor OpportunityWe are seeking a top-notch Financial Advisor to join our team at a leading wealth management firm. As a key member of our advisory team, you will be responsible for implementing the overall service offering for assigned clients, managing all financial planning subject areas, and ensuring client portfolios are invested to...

  • Financial Services Specialist

    3 days ago

    Washington, Washington, D.C., United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for providing exceptional client service and support to our customers.Key ResponsibilitiesConsult with clients to understand their financial needs and goals.Develop and implement personalized...

  • Financial Services Professional

    7 days ago

    Bellevue, Washington, United States D.A. Davidson & Co. Full time

    Job Summary:D.A. Davidson & Co. is seeking a highly motivated and detail-oriented Financial Services Professional to join our team in Bellevue, WA. As a Client Associate, you will work closely with Financial Professionals to provide exceptional client service and support.Key Responsibilities:Provide professional and courteous client service, managing client...

  • Financial Services Professional

    1 week ago

    Bellevue, Ohio, United States First National Bank Full time

    Job DescriptionAs a Financial Services Professional at First National Bank, you will be responsible for providing expert guidance to personal and business clients on financial planning, including retirement, education, and tax-advantaged planning services. You will work closely with the Program Manager to develop and implement the bank's wealth management...

  • Financial Services Professional

    2 weeks ago

    Bellevue, Washington, United States Jaglogic Full time

    Unlock Your Financial PotentialSynergy Financial is a rapidly growing financial services company that offers remote work-from-home commission-based positions. We are seeking ambitious and hardworking individuals in the United States to join our team.Opportunity of a LifetimeThis contract-based position provides an incredible opportunity to change your life....

  • Financial Services Professional

    4 weeks ago

    Bellevue, Washington, United States Rival Sourcing LLC Full time

    Financial Advisor RoleKey Responsibilities:Deliver exceptional client service with unbiased advicePrepare for client meetings by reviewing paperwork and prior meeting notesDeepen existing client relationships through a servant's heart approachProvide administrative support for client relationshipsUpdate files and records in the SmartOffice CRM systemComplete...

  • Financial Consultant

    2 weeks ago

    Bellevue, Washington, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Financial Consultant OpportunityMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.Key...

  • Financial Services Professional

    4 weeks ago

    Bellevue, Ohio, United States First National Bank Full time

    Job Title: Financial AdvisorAt First National Bank, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment services to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and...

  • Financial Services Professional

    2 weeks ago

    Bellevue, Washington, United States Rival Sourcing LLC Full time

    Key Responsibilities:As a Financial Advisor at Rival Sourcing LLC, you will provide exceptional service to our clients with objective, unbiased advice. You will prepare for client meetings by thoroughly reviewing paperwork and prior meeting notes. You will deepen existing client relationships through a true "servant's heart" frame of reference. You will...

  • Financial Services Representative

    1 week ago

    Washington, Washington, D.C., United States Financial Corporation Full time

    Are you a motivated individual with a passion for sales, insurance, and entrepreneurship? We're seeking a self-starter to join our team as an Independent Financial Services Agent. This non-captive position offers a scalable franchise building opportunity for serious producers. As part of the largest financial services distribution broker, you'll have access...

  • Insurance and Financial Services Professional

    1 month ago

    Bellevue, Washington, United States Theresa Nguyen - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and results-driven professional to join our team as an Insurance and Financial Services Position. As a State Farm Agent Team Member, you will play a key role in helping our business grow through value-based conversations and exceptional customer service.ResponsibilitiesUse a customer-focused approach to...

  • Insurance and Financial Services Professional

    1 week ago

    Bellevue, Washington, United States Theresa Nguyen - State Farm Agent Full time

    Job DescriptionWe are seeking a qualified professional to join our team as an Insurance and Financial Services Position. As a successful State Farm Agent, we are looking for an energetic and motivated individual who can help our business grow through value-based conversations and remarkable customer experience.ResponsibilitiesUse a customer-focused,...

  • Senior Financial Services Professional

    3 days ago

    Bellevue, Washington, United States Rival Sourcing LLC Full time

    Job Summary:As a Senior Financial Services Professional at Rival Sourcing LLC, you will play a vital role in providing exceptional service to our clients with objective, unbiased advice. You will be responsible for preparing for client meetings with a thorough review of paperwork and prior meeting notes, deepening existing client relationships through a true...

Financial Services Professional

2 months ago

Bellevue Washington, United States Parcion Private Wealth Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our team at Parcion Private Wealth. As a Family Office Advisor, you will play a critical role in helping our clients achieve their financial goals and aspirations.

Key Responsibilities
  • Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection, and charitable giving.
  • Work closely with our Sr. Family Advisor and Service Team to ensure excellent levels of service.
  • Be the main point of contact for clients and their trusted advisors.
  • Internally lead the preparation of all prospect proposals and client review presentations.
  • Participate in all client review meetings and present/discuss advanced planning topics.
  • Take detailed notes and instructions for the team following meetings and calls; delegate tasks, when needed.
  • Prepare proprietary reports for clients on an individualized basis.
  • Assist the Financial Planning Department with cash flow modeling for clients.
  • Build strong relationships with assigned client families.
  • Comply with all industry rules and regulations along with Firm policies.
Requirements
  • Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA.
  • Series 63, 65, and/or 66.
  • Experience with various advanced planning tools and techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance.
  • Knowledge on fundamental estate planning tools and techniques.
  • Knowledge on fundamental asset management tools and techniques.
  • Excellent communication and presentation skills, and the ability to articulate complex ideas to a variety of audiences.
  • Excellent time management skills and follow-through.
  • The ability to work closely with our clients' team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
  • Acute attention to detail and accuracy, commitment to quality, and laser focus on client satisfaction.
  • Exceptionally high emotional intelligence, personal integrity, and accountability.
  • Enthusiasm and aptitude for learning.
  • A can-do, problem-solving attitude and a collaborative, warm and upbeat personality.
Preferred Qualifications
  • Experience providing advice or guidance to privately held business owners/families.
  • CERTIFIED FINANCIAL PLANNERTM, CFA, CIMA or other relevant designation strongly preferred.
  • Life and Disability Insurance license.
  • Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software.
Benefits
  • Full-time position / exempt status.
  • Competitive salary and incentive bonus structure.
  • Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k).
  • Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance.
  • 401(k): 100% company match up to 3% of your annual pay.
  • Paid Time Off: Starting at 21 days per year, with PTO accrual program.
  • Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs.
  • Parking available.
  • Wellness reimbursement.
  • Regular team off-sites, events, including an annual team retreat.
  • Access to Parcion Family Office Network vendors and preferred pricing discounts.