Senior Financial Advisor

Farther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We're backed by...

Judson Group has partnered with a leading RIA to find a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a great opportunity for a driven advisor with a strong business...

About Trajan Wealth LLCTrajan Wealth LLC is a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA). We are expanding our footprint into the Seattle area and seeking a seasoned Financial Advisor to join our team.Job PurposeAs a Financial Advisor at Trajan Wealth LLC, you...

Job 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...

About 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...

About the RoleBECU is seeking a highly skilled Associate Financial Advisor to join our team. As a key member of our Investment Services team, you will play a pivotal role in providing personalized investment services and recommendations to our member clients.Key ResponsibilitiesPartner with Financial Advisors to develop and execute investment strategies for...

Judson Group has partnered with a leading RIA to find a Senior Wealth Advisor with a strong business development track record. The ideal candidate will be responsible for attracting and closing high-net-worth and ultra-high-net-worth clients, working alongside a service advisor to manage client relationships.This is a unique opportunity for a driven advisor...

Job SummaryWe are seeking a highly skilled Senior Financial Director to lead our North America region's financial direction and overall rhythm of the business.This role will focus on advancing the region's business priorities, including facilitating business planning and financial management reporting, overseeing key programs, and strengthening and growing...

Senior 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...

Financial Advisor Opportunity at Alliant Credit UnionAre you a motivated and experienced financial services professional looking to grow your career and business? We have an exciting opportunity for a Financial Advisor to join our team at Alliant Credit Union in Seattle, WA.About the RoleAs a Financial Advisor associated with LPL Financial, you will have the...

Job SummaryWhittier Trust is seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Advisor. As a key member of our client services team, you will be responsible for managing high net worth clients and providing exceptional service to ensure their financial goals are met.Key ResponsibilitiesManage a portfolio of...

Unlock 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...

Job SummaryHighline College, WA is seeking a highly skilled and experienced Financial Aid Advisor to join our team. As a key member of our Student Services department, you will be responsible for providing exceptional support to students, staff, and external agencies in navigating the complexities of financial aid.Key ResponsibilitiesProvide expert guidance...

About the RoleWe are seeking a highly skilled Senior Financial Consultant to join our team at NexTec Group. As a Senior Financial Consultant, you will play a key role in delivering successful financial implementations and providing exceptional customer service.Key ResponsibilitiesParticipate in requirements gathering and design activities for the financial...

Overview:Alexandra Lozano Immigration Law PLLC is seeking a highly skilled Senior Accountant to oversee and manage the day-to-day financial operations of the organization. This role involves leading the accounting team, ensuring accurate and timely financial reporting, implementing and maintaining internal controls, and collaborating with other departments...

Overview:Alexandra Lozano Immigration Law PLLC is seeking a highly skilled Senior Accountant to join our team. As a key member of our finance department, you will be responsible for overseeing and managing the day-to-day financial operations of the organization.Responsibilities:Prepare and analyze monthly, quarterly, and annual financial statements.Ensure...

Job Title: Merrill Financial Solutions AdvisorAbout the Role:As a Merrill Financial Solutions Advisor at Bank of America, you will be responsible for working with high-net worth clients to identify their financial needs and develop tailored solutions to meet those needs.**Key Responsibilities:**Develop and maintain strong relationships with clients to...

Financial 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...

Job 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...

Job OverviewAt Edward Jones, we're committed to making a positive impact in the lives of our clients and colleagues. As an Associate Financial Advisor, you'll play a vital role in helping us achieve this goal.Key ResponsibilitiesGather information and collect suitability to deeply understand clients' and prospective clients' needs, priorities, and...