Executive Wealth Advisor
3 days ago
We are seeking an experienced Senior Financial Advisor to join our team at Parcion Private Wealth. As a Senior Financial Advisor, you will be responsible for serving as a relationship manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning.
Key ResponsibilitiesYour primary responsibilities will include:
- Serving as the primary point of contact for clients and their other trusted advisors
- Leading the preparation of assigned prospect proposals and client review presentations
- Participating in all client review meetings and presenting/discussing cash flow models and advanced planning topics
The estimated salary for this position is in the range of $185,000-$250,000 per year, depending on experience and qualifications.
What We OfferIn addition to a competitive base salary, employees receive a comprehensive benefits package, including medical, dental, vision, life, disability, and 401(k) plans.
Requirements- Bachelor's degree
- Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA
- Series 65 or equivalent
- CERTIFIED FINANCIAL PLANNERTM, CFA, CIMA or other relevant designation
- Experience with advanced planning techniques including: donor advised funds, foundations, 529 accounts, purpose and non-purpose lending solutions, life insurance, property and casualty insurance, health insurance
- Knowledge of fundamental estate planning tools and techniques
- Experience delivering fundamental asset management tools and techniques
- Experience providing advice or guidance to privately held business owners/families
- Life and Disability Insurance license
- Experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software
-
Executive Wealth Strategist
4 days ago
Bellevue, Washington, United States Parcion Private Wealth Full timeOverviewParcion Private Wealth is a leading firm that empowers clients to achieve their goals and aspirations. As a dynamic leader, you will play a critical role in executing our mission to champion wealth creators, entrepreneurs, innovators, and their families.
-
Wealth Management Financial Advisor
4 weeks ago
Bellevue, Washington, United States Fidelity TalentSource LLC Full timeWealth Management Planning Consultant RoleFidelity TalentSource LLC is seeking a Financial Services Professional to provide exceptional client service and support the growth of our most sophisticated clientele.About the RoleThis dynamic role offers the opportunity to build strong relationships with clients, providing tailored financial solutions and guidance...
-
Senior Financial Professional
2 weeks ago
Bellevue, Washington, United States Parcion Private Wealth Full timeOverviewAt Parcion Private Wealth, we are dedicated to helping clients achieve their financial goals and aspirations. We are seeking a highly motivated and experienced Senior Financial Advisor to join our team.Salary and BenefitsThe estimated salary for this position is in the range of $185,000-$250,000 per year, depending on experience and qualifications....
-
Senior Investment Banking Executive
7 days ago
Bellevue, Washington, United States Coldstream Wealth Management Full timeOverviewColdstream Wealth Management is a leading boutique investment bank specializing in sell-side advisory services for middle-market companies across various industries. Our team's expertise and market knowledge enable us to provide exceptional results for our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising.
-
Senior Business Development Executive
2 weeks ago
Bellevue, Washington, United States Bank of America Full timeAbout the JobThis is a unique opportunity to work with a diverse group of clients and stakeholders, helping them save, borrow, and invest for their current and future needs. As a Senior Business Development Executive, you will be responsible for acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing...
-
Wealth Management Liaison
3 days ago
Bellevue, Washington, United States Coldstream Capital Management Full timeDuties and ResponsibilitiesKey Responsibilities: Exceptional Service: Go above and beyond to anticipate client needs, address concerns, and resolve issues quickly. Serving as a liaison between clients and custodians/investment managers, Managing client information Handling all cashiering and money movement requests Client Meetings: Schedule and organize...
-
Corporate Finance Director
6 days ago
Bellevue, Washington, United States Coldstream Wealth Management Full timeAbout the RoleWe are seeking a highly motivated and experienced Vice President to join our team in Bellevue, WA. This position requires a hybrid in-office training period, with remote work increasing as training is completed. The successful candidate will play a critical role in leading deal execution and managing client relationships within our sell-side...
-
Business Banking Financial Services Manager
3 days ago
Bellevue, Washington, United States Bank of America Full timeBank of America is a leading financial institution that offers a wide range of banking and investment products to individuals, businesses, and institutions. We are seeking a highly skilled Business Banking Sr Relationship Manager to join our team in Seattle/Bellevue, WA.The ideal candidate will have 5+ years of experience in commercial lending, business...
-
Fashion Product Advisor
3 days ago
Bellevue, Washington, United States Old Navy Full timeJob SummaryWe are seeking a highly motivated and enthusiastic individual to join our sales team as a Sales Associate at Old Navy. As a Sales Associate, you will be responsible for creating memorable shopping experiences for customers and driving sales by executing company processes and procedures.Responsibilities• Express your passion for apparel and...
-
AWS Trusted Advisor Engineer
1 week ago
Bellevue, Washington, United States Amazon Full timeAbout the JobYou will be part of the team that owns the execution of the plan, delivering applications incrementally for customers by obsessing over their needs. You will need to evaluate and evolve technology as the cloud around them evolves, and be ready to invent new ways of solving exciting new challenges every day.You will have opportunities to mentor...
-
Technology Acquisition Specialist
4 weeks ago
Bellevue, Washington, United States T-Mobile Full timeJob SummaryT-Mobile is seeking a highly skilled Technology Acquisition Specialist to join our team. As a key member of our strategic sourcing team, you will be responsible for building and maintaining software and AI technology based supplier relationships. This will involve establishing, negotiating, and maintaining commercial terms and contracts with our...
-
Chief AI Strategist, Data Solutions
4 weeks ago
Bellevue, Washington, United States Disability Solutions Full timeAbout T-Mobile's Disability SolutionsAt T-Mobile, we strive to create a workplace where everyone can thrive. Our mission is to drive innovation and excellence in the field of Artificial Intelligence (AI), while ensuring that our employees receive the same big love we give our customers.We're committed to providing a competitive base salary and compensation...
-
Business Intelligence Manager
4 weeks ago
Bellevue, Washington, United States T-Mobile Full timeAt T-Mobile, we prioritize investing in our employees. Our comprehensive Total Rewards Package ensures that team members receive a competitive base salary and a compensation package. This package includes wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches.Job...
-
Bellevue, Washington, United States T-Mobile Full timeAbout T-MobileWe invest in your growth and development. Our Total Rewards Package offers a competitive salary and compensation package, multiple wealth-building opportunities, and access to free money coaches.You will play a key role in gathering, analyzing, and documenting business requirements, use cases & user stories. You will manage end-to-end...
-
Strategic Finance Leader
3 weeks ago
Bellevue, Washington, United States Disability Solutions Full timeCompany OverviewAt Disability Solutions, we invest in our employees and provide a Total Rewards Package that ensures they receive the same big love we give our customers. Our competitive base salary and compensation package make up part of this benefits bundle, along with multiple wealth-building opportunities through our annual stock grant, employee stock...
-
Hardware Product Portfolio Strategist
4 weeks ago
Bellevue, Washington, United States T-Mobile Full time**Company Overview**T-Mobile is a leading telecommunications company that invests in its employees' growth and success. Our Total Rewards Package ensures that team members receive a competitive base salary and compensation package.**Job Description**We are seeking an experienced Senior Hardware Product Portfolio Strategist to join our Home Internet team. As...
-
Senior Business Growth Manager
4 weeks ago
Bellevue, Washington, United States Goodwin Recruiting Full timeJob OverviewEstablish a business development role within our leading global travel insurance company, leveraging your expertise in the travel industry to drive growth and success.Key Responsibilities:Lead business development activities, focusing on working with travel advisors and agencies.Cultivate extensive relationships with key stakeholders in the...
-
Automotive Service Technician
3 days ago
Bellevue, Washington, United States BMW Dealer Careers Full time**Job Summary:**We are seeking a skilled and passionate Automotive Technician to join our team at BMW of Bellevue. As a key member of our service department, you will be responsible for performing diagnoses, repairs, and maintenance work on customer and dealership vehicles.**Responsibilities:**Receiving and executing repair orders as dispatched.Performing...
-
Cybersecurity Specialist
4 weeks ago
Bellevue, Washington, United States T-Mobile Full timeJob Overview: We are seeking a highly skilled Cybersecurity Engineer, DLP to join our Cybersecurity Platform Engineering team at T-Mobile. In this critical role, you will be responsible for delivering, configuring, and operational support of our most critical security tools. Your expertise will ensure that our security tools, systems, and infrastructure are...
-
Wealth Management Client Associate
3 weeks ago
Bellevue, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Private Wealth Client Associate
3 weeks ago
Bellevue, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Registered Wealth Management Client Associate
3 weeks ago
Bellevue, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Registered Private Wealth Client Associate
1 week ago
Bellevue, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Business Development Account Executive
2 days ago
Bellevue, United States PCM Encore Full timeCompany DescriptionPCM Encore, based in Bellevue, WA, is an independent, fiduciary financial advisor focused on comprehensive and planning-based approaches to help clients meet their financial goals. PCM Encore originated from the family office of Michael Paulus, reflecting a sophisticated and individual client-focused investment counsel.Role DescriptionThis...
-
Senior Client Service Associate
4 months ago
Bellevue, United States Coldstream Capital Management Full timeJob Descriptions: Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients...
-
Vice President, Investment Banking
3 weeks ago
Bellevue, WA, United States Coldstream Wealth Management Full timeJob Description: The Rainier Group is a boutique investment bank specializing in sell-side advisory services for middle-market companies across a range of industries. With a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A),...
-
Executive Compensation Specialist
2 weeks ago
Bellevue, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
-
Business Development Executive
2 months ago
Bellevue, United States Goodwin Recruiting Full timeJob DescriptionJob DescriptionTo Apply for this Job Click HereOpportunity for a Business Development Manager to join one of the leading and fastest growing global Travel Insurance companies in the market today.Business Development Manager/Benefits:Fully RemoteCreate your own scheduleCutting-Edge technologyPeople first cultureBusiness Development...
-
Executive Sr Assistant, Cybersecurity
2 months ago
Bellevue, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
-
Paraplanner
1 day ago
Bellevue, United States Emerald Advisors, LLC Full timeEmerald Advisors is seeking an Paraplanner to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to learn from experienced professionals while growing one’s career and contributing to a thriving business from the ground up. This individual must possess high attention to...
-
Paraplanner
3 months ago
Bellevue, United States Emerald Advisors, LLC Full timeEmerald Advisors is seeking an Paraplanner to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to learn from experienced professionals while growing one’s career and contributing to a thriving business from the ground up. This individual must possess high attention to...
-
Client Service Associate
4 months ago
Bellevue, United States Coldstream Capital Management Full timeJob DescriptionAre you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services!As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...
-
Associate, Client Advisory
2 months ago
Bellevue, United States PathStone Full timePathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines...
-
Client Service Associate
4 months ago
Bellevue, United States Coldstream Capital Management Full timeJob Description Are you looking for a wealth management firm that values innovation, client satisfaction, and a vibrant work culture? Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Client Service Associate on one of our growing Bellevue teams you will play a crucial role in ensuring that our clients receive...
-
Communications Manager
3 weeks ago
Bellevue, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
-
Account Executive, Client Relationship Mgmt
3 weeks ago
Bellevue, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
-
Sr Human Resources Partner
1 month ago
Bellevue, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
-
Sr. Digital Business Analysis Manager
1 month ago
Bellevue, United States T-Mobile Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...
-
MTS Domain Architecture, Broadband
2 months ago
Bellevue, United States Disability Solutions Full timeAt T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...