Financial Services Professional
1 month ago
Financial Services Associate
We are seeking a motivated and driven individual to partner with our team as a Financial Services Associate. This role offers an opportunity to work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with members while establishing the foundation for their own financial practice.
The Ideal Candidate
- Entrepreneurial Mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
- Community Oriented - has a passion for giving back to the local community and developing connections.
- Communication Skills - is able to develop connections and relationships through proactive conversations and prospecting.
- Experience in the Finance and Insurance industry - for candidates interested in a career change, we support obtaining industry licensing and additional training opportunities.
Responsibilities
- Work with current or new members to provide them information about the financial services their families could utilize.
- Networking with individuals throughout the community.
- Continuously prospecting in order to secure appointments.
- Participating in mentor-lead appointments.
- Asking customers for favorable introductions.
- Engaging in personal observation through the community.
- Participating in fraternal activities.
- Engage in continuous educational opportunities.
Benefits and Perks
- Medical, dental, and vision insurance paid for.
- 401(k) retirement planning with company match.
- Non-contributory pension plan.
- Group term life insurance benefits.
- Expense-paid trips, valuable prizes, and exciting incentives.
-
Financial Services Professional
4 weeks ago
Seattle, Washington, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial Services ProfessionalLPL Financial Holdings, Inc. partners with credit unions to offer a comprehensive menu of financial services to credit union clients. This employment opportunity at Harborstone Credit Union in Seattle, WA would allow you to join the Investment Program as a Financial Advisor associated with LPL...
-
Financial Services Professional
4 weeks ago
Seattle, Washington, United States Bankers Life Full timeFinancial Services Professional - Hybrid ExperienceBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this...
-
Financial Planning Associate
4 weeks ago
Seattle, Washington, United States Ameriprise Financial Full timeJob Summary We are seeking a highly skilled Financial Planning Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will provide dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client...
-
Financial Director
4 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeFinancial ManagerAbout the Company:Creative Financial Staffing prioritizes team collaboration, advancement, and a healthy environment.Overview of the Financial Manager:Manage all financial aspects, including budgeting and conducting annual reviews.Supervise and coordinate care teams for each client.Engage in daily face-to-face interactions with...
-
Financial Planning Associate
1 week ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the Role: As a Registered Client Service Associate at Ameriprise Financial, you will play a vital role in providing dedicated support to high-producing advisors. Your analytical skills and attention to detail will be essential in preparing portfolio materials for client meetings and building financial plans. You will also lead client interactions to...
-
Financial Strategist
1 month ago
Seattle, Washington, United States Creative Financial Staffing Full timeStaff AccountantBeacon Hill - OnsiteSalary: $104,000-$130,000 DOEOur client is a Non-Profit dedicated to higher education, committed to building pathways to high-demand jobs. They seek a highly skilled Controller/Consultant to join their team on a consulting basis.Key Responsibilities:Manage key accounting functions, including monthly, quarterly, and annual...
-
Financial Professional
4 weeks ago
Seattle, Washington, United States Recruiting Integrity, LLC Full timeJob OverviewWe are seeking a highly skilled Financial Professional to join our team as an Accountant. This is a unique opportunity to work in a stable and growing business with a wide range of responsibilities.The successful candidate will be responsible for managing the general ledger, bank and GL reconciliations, payroll for approximately 100 employees,...
-
Financial Operations Director
1 month ago
Seattle, Washington, United States Creative Financial Staffing Full timeOverviewCreative Financial Staffing is seeking a seasoned Controller to lead the financial management of our commercial, residential, and mixed-use properties in Seattle.Key Responsibilities:Develop and implement financial policies and procedures, ensuring compliance with regulatory requirements.Manage the company's financial analysis, budgeting, and...
-
Senior Financial Director
4 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeFinancial ManagerAbout the Role:Creative Financial Staffing is seeking a skilled Financial Manager to oversee all financial aspects of the company. This includes budgeting, conducting annual reviews, and ensuring the payment of fees and costs associated with services.Key Responsibilities:Manage financial operations, including budgeting and financial...
-
Senior Financial Administrator
1 month ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout the Role:As a key member of our team, you will be responsible for managing all financial aspects of our company, including budgeting and conducting annual reviews. You will also supervise and coordinate care teams for each client, engage in daily face-to-face interactions, and attend court sessions as needed. Additionally, you will gather and compile...
-
Senior Financial Services Representative
4 weeks ago
Seattle, Washington, United States Bank of America Full timeJob Title: Senior Financial Services RepresentativeAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Senior Financial Services Representative, you will play a critical role in providing exceptional client service and building strong relationships with our clients.Key Responsibilities: Provide personalized...
-
Senior Financial Professional
4 weeks ago
Seattle, Washington, United States International Search Consultants Full timeSenior Client AdvisorInternational Search Consultants is seeking a seasoned financial professional to join our team as a Senior Client Advisor. This role will play a pivotal part in expanding our client base and making a lasting impact within a collaborative and dynamic environment.Key Responsibilities:Manage Ultra-High Net Worth client relationships with...
-
Professional Insurance Sales Representative
4 weeks ago
Seattle, Washington, United States Lumina Financial Solutions Full timeJob OverviewLumina Financial Solutions is seeking a skilled and motivated Insurance Sales Professional to join our team.We offer a unique opportunity for individuals to build a successful career in the insurance industry with high earning potential and growth opportunities.Our comprehensive training program and lead system enable our agents to succeed...
-
Chief Financial Officer
1 month ago
Seattle, Washington, United States Genesys Cloud Services, Inc. Full timeJob SummaryGenesys Cloud Services, Inc. is seeking a highly skilled and experienced Chief Financial Officer to join our finance leadership team. The ideal candidate will have a strong background in finance and accounting, with a proven track record of leading global accounting operations and developing high-performing teams.The successful candidate will be...
-
IT Financial Operations Specialist
3 weeks ago
Seattle, Washington, United States iMatch Technical Services Full timeJob Title: IT Finance and Procurement AnalystJob SummaryWe are seeking an experienced IT Finance and Procurement Analyst to join our team at iMatch Technical Services. In this role, you will support the organization's IT financial planning, procurement, and analysis processes related to IT expenditures and investments.The ideal candidate will possess strong...
-
Financial Professional for Medical Field
4 weeks ago
Seattle, Washington, United States IEH Laboratories & Consulting Group Full timeWe are seeking a highly skilled Financial Professional to join our team at IEH Laboratories & Consulting Group. As an Accountant in the Medical Field, you will be responsible for managing financial transactions, preparing financial statements, and ensuring compliance with Generally Accepted Accounting Principles (GAAP).The ideal candidate will possess a...
-
Financial Services Director
4 weeks ago
Seattle, Washington, United States Swickard Auto Group Full timeFinancial Services DirectorAt Swickard Auto Group, we are seeking a highly skilled Financial Services Director to join our team. As a key member of our finance department, you will play a critical role in driving dealership profitability.Responsibilities:Meet with customers to discuss financing options and assess their creditworthiness.Negotiate loan terms...
-
Senior Internal Auditor
4 weeks ago
Seattle, Washington, United States Brilliant Financial Search - FL Full timeJob DescriptionBrilliant Financial Search - FL is seeking a Senior Internal Auditor to join their team. This role is a great opportunity for a financial expert to utilize their skills in risk management and internal audit.Responsibilities:Develop and implement audit plans to ensure effective risk management and internal control.Perform walkthroughs to...
-
Client Service Manager
4 weeks ago
Seattle, Washington, United States Principal Financial Group Full timeJob SummaryWe're seeking a skilled Client Service Manager to join our team at Principal Financial Group. As a key member of our National Market, you'll be responsible for delivering exceptional client service and support to our retirement plan clients.Key Responsibilities* Establish and maintain effective relationships with clients to ensure growth in...
-
Patient Financial Service Coordinator
3 weeks ago
Seattle, Washington, United States Fred Hutchinson Cancer Center (Fred Hutch) Full timeJob SummaryFred Hutchinson Cancer Center is seeking a highly skilled Patient Financial Service Coordinator to join our team. As a key member of our financial services department, you will play a critical role in ensuring that all authorizations and certifications requirements are completed in a timely manner, prior to services being...