Current jobs related to Financial Planning Specialist - Seattle, Washington - Jobot

  • Financial Planning Specialist

    4 weeks ago

    Seattle, Washington, United States Creative Financial Staffing Full time

    Financial AnalystWe are seeking a detail-oriented and analytical professional to join our team at Creative Financial Staffing. In this role, you will be responsible for analyzing financial data, preparing detailed reports, and assisting in budgeting and forecasting processes.Key Responsibilities:Financial Data Analysis: Analyze financial data and trends to...

  • Financial Planning Specialist

    2 weeks ago

    Seattle, Washington, United States Creative Financial Staffing Full time

    Financial AnalystWe are seeking a detail-oriented and analytical professional to join our team as a Financial Analyst. In this role, you will be responsible for analyzing financial data, preparing detailed reports, and assisting in budgeting and forecasting processes. Your expertise will drive strategic decision-making and help optimize our financial...

  • Financial Planning Support Specialist

    2 months ago

    Seattle, Washington, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...

  • Financial Planning Associate

    2 weeks ago

    Seattle, Washington, United States Ameriprise Financial Full time

    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...

  • Financial Planning Specialist

    2 weeks ago

    Seattle, Washington, United States Baird Full time

    Unlock Your Potential as a Financial PlannerBaird's Financial Advisors provide expert advice, strategies, and solutions to high-net worth individuals and families across the United States. As a Financial Planner, you will be part of a team that prioritizes clients' goals and creates tailored plans to ensure their success.Key Responsibilities:Support...

  • Financial Planning Manager

    1 month ago

    Seattle, Washington, United States Creative Financial Staffing Full time

    About the Position:Creative Financial Staffing is working with a well-established general contractor in the Pacific Northwest to find a skilled Controller to join their growing team.The Controller will be responsible for providing financial planning and forecasting, debt financing, and budget management functions, including metric reporting, cost structure...

  • Financial Planning Specialist

    7 days ago

    Seattle, Washington, United States Northwestern Mutual - Puget Sound Full time

    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...

  • Financial Planning Specialist

    1 month ago

    Seattle, Washington, United States S Piper Staffing LLC Full time

    Financial Advisor (CFP) Job DescriptionJob Summary:We are seeking a highly skilled Financial Advisor (CFP) to join our team at S Piper Staffing LLC. As a Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Financial Reporting Specialist

    6 days ago

    Seattle, Washington, United States Creative Financial Staffing Full time

    Controller/Consultant Role OverviewOur client, a Non-Profit dedicated to higher education, is seeking a highly skilled Financial Reporting Specialist to join their team on a consulting basis. This individual will be responsible for managing key accounting functions and delivering sophisticated financial insights. The ideal candidate will have a deep...

  • Financial Planning Manager

    4 weeks ago

    Seattle, Washington, United States Surgery Care Affiliates Full time

    About SCA HealthSCA Health is a dynamic organization that has grown to 11,000 teammates who care for 1 million patients each year. We support physician specialists holistically in many aspects of patient care, creating value in specialty care by aligning physicians, health plans, and health systems around a common goal: delivering high-quality outcomes and a...

  • Financial Planning Specialist

    2 weeks ago

    Seattle, Washington, United States Pikemann LLC Full time

    Financial Analyst RolePikemann LLC is seeking a skilled Financial Analyst to contribute to our team's success. As a Financial Analyst, you will play a crucial role in analyzing financial data to inform business decisions and drive financial performance.Key Responsibilities:Lead the site contract budget review and processPrepare clinical/R&D expense accruals...

  • Financial Planning Assistant

    1 month ago

    Seattle, Washington, United States Advisor Business Solutions Full time

    Financial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...

  • Financial Planning Assistant

    4 weeks ago

    Seattle, Washington, United States Advisor Business Solutions Full time

    Job Title: Financial Planning InternAbout the Role:As a Financial Planning Intern at Advisor Business Solutions, you will gain hands-on experience in the financial planning industry. You will assist in the preparation of financial plans, including data gathering, analysis, and plan creation. You will also support client management activities, including...

  • Financial Planning Manager

    6 days ago

    Seattle, Washington, United States Northwest Center Full time

    Financial Planning and Analysis ManagerNorthwest Center is seeking a highly skilled Financial Planning and Analysis Manager to join our team. As a key member of our finance department, you will be responsible for providing financial leadership and guidance to our organization.Key Responsibilities:Develop and manage financial plans and budgets to ensure...

  • Financial Planning Manager

    2 weeks ago

    Seattle, Washington, United States Bill and Melinda Gates Foundation Full time

    Job SummaryThe Bill and Melinda Gates Foundation is seeking a highly skilled Finance Manager to join our Central Finance Planning and Analysis (CFP&A) Team. As a key member of our team, you will be responsible for providing business and financial analysis support to assigned Divisions, Operations teams, and the Central Finance function.Key...

  • Financial Planning Manager

    2 weeks ago

    Seattle, Washington, United States Bill and Melinda Gates Foundation Full time

    Job SummaryThe Bill and Melinda Gates Foundation is seeking a highly skilled Finance Manager to join our Central Finance Planning and Analysis (CFP&A) Team. As a key member of our team, you will provide business and financial analysis support to assigned Divisions, Operations teams, and the Central Finance function.Key ResponsibilitiesLead annual budgeting...

  • Financial Operations Specialist

    2 weeks ago

    Seattle, Washington, United States Creative Financial Staffing Full time

    Controller ConsultantCreative Financial Staffing is partnering with a dedicated nonprofit organization in Seattle to enhance their financial operations. We are seeking a skilled Controller Consultant to join our team and play a vital role in supporting their mission-driven initiatives.Role Overview:As a Controller Consultant, you will oversee financial...

  • Financial Specialist

    2 weeks ago

    Seattle, Washington, United States County of King Washington Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Fiscal Specialist to join our team at the County of King Washington. As a Fiscal Specialist, you will play a critical role in providing financial support to our court operations.Key ResponsibilitiesProvide technical financial support to court operations, including accounting, accounts payable,...

  • Financial Planning Manager

    1 month ago

    Seattle, Washington, United States Surgery Care Affiliates Full time

    OverviewSurgery Care Affiliates (SCA) Health is a dynamic organization that has grown to 11,000 teammates who care for 1 million patients each year. Our goal is to deliver high-quality outcomes and a better experience for patients and providers, all at a lower total cost of care.We participate in an integrated care delivery system that enables us to support...

  • Senior Financial Planning and Analysis Specialist

    5 days ago

    Seattle, Washington, United States Jobot Full time

    Financial Analyst Job DescriptionJobot is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a crucial role in providing strategic financial insights, budgeting, and forecasting to support decision-making processes.Key Responsibilities:Conduct detailed financial analyses to identify trends and areas for...

Financial Planning Specialist

2 months ago

Seattle, Washington, United States Jobot Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Jobot. As a key member of our financial services team, you will be responsible for providing exceptional financial planning and wealth management services to our clients.

Key Responsibilities
  • Develop and Implement Financial Plans: Collaborate with our lead advisors to create and execute comprehensive financial plans that align with our clients' goals and objectives.
  • Provide Investment and Risk Management Services: Utilize internal and external resources to meet client needs in areas such as investment management, risk management, and estate planning.
  • Articulate Our Value Proposition: Effectively communicate our unique value proposition to potential clients and position our firm as their trusted financial advisor.
Requirements
  • Certified Financial Planner (CFP) Certification: Must be a certified financial planner with a minimum of a Bachelor's degree.
  • Experience in Financial Planning: A minimum of 4 years of experience in financial and/or estate planning.
What We Offer

As a member of our team, you will have the opportunity to work with a dynamic and growing company that values teamwork and client satisfaction. We offer a competitive compensation package, including lucrative payouts, profit sharing, and fully-paid health benefits.