Associate Financial Advisor

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...

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...

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...

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...

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...

Job OpportunityInternational Search Consultants is seeking a seasoned financial professional to join our team as a Senior Client Advisor.About the RoleThis is a unique opportunity to leverage your expertise in trust and estate planning, wealth advisory, and portfolio management to drive business growth and deliver exceptional client service.Key...

Financial 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...

About 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...

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...

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...

Job OverviewWe are seeking a skilled and driven Financial Advisor to join our team at Northwestern Mutual - Puget Sound. As a key member of our team, you will be responsible for helping clients achieve their financial goals through a variety of planning services.Key ResponsibilitiesDevelop and implement customized financial plans for clients based on their...

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 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...

Job SummaryWe are seeking a highly skilled Financial Planner to join our team at Northwestern Mutual - Puget Sound. As a Financial Planner, you will be responsible for designing and implementing financial strategies to help our clients achieve their goals.Key ResponsibilitiesDevelop and provide financial advice and strategies tailored to each client's risk...

We are seeking a highly motivated and strategic financial advisor to fill an entry-level position at Northwestern Mutual.Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.Key responsibilities include creating customized financial plans, providing strategic...

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...

Job Description:This role requires you to live in the Greater Seattle, WA area, as you will be working on local client campuses 4-5 days a week.The Workplace Financial Consultant (WFC) works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our...

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...

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...