Financial Services Professional
3 weeks ago
{"h1": "Financial Advisor Role at RK Partners", "p": "As a Financial Advisor at RK Partners, you\u0027ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You\u0027ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor).", "ul": [{"li": "Prospecting for clients through referrals, personal observation, and networking"}, {"li": "Developing and maintaining long-term relationships with clients"}, {"li": "Fact gathering and needs analyses to arrive at client-centric financial solutions"}, {"li": "Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates"}], "h2": "Responsibilities", "p": "", "ul": [{"li": "Strong interpersonal skills and customer service focus"}, {"li": "Market development/networking abilities"}, {"li": "Presentation and organization skills"}, {"li": "Strong work ethic, self-motivated, and goal-oriented"}, {"li": "BA, BS, and/or graduate degree or equivalent work experience required"}], "h2": "Qualifications", "p": "Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life, and disability insurance, 100% company-funded pension plan, and 401K. In addition, the company\u0027s strong and growing network of financial professionals helps clients make good financial decisions for the long term.", "h2": "Benefits"}
-
Financial Services Professional
3 days ago
Seattle, Washington, United States LPL Financial Full timeFinancial Advisor Opportunity at Alliant Credit UnionAre you a motivated and experienced financial 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...
-
Financial Services Professional
4 weeks ago
Seattle, Washington, United States LPL Financial Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This opportunity at Boeing Employee Credit Union in Seattle, WA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.As a Financial Advisor, you will be part of...
-
Financial Services Professional
2 days ago
Seattle, Washington, United States LPL Financial Holdings, Inc. Full timeFinancial 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...
-
Financial Services Associate
1 month ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Financial Services 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 Services Associate
2 weeks ago
Seattle, Washington, United States Raymond James Financial Full timeJob SummaryWe are seeking a highly motivated and experienced Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will be responsible for delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesProvide exceptional...
-
Financial Services Associate
3 days ago
Seattle, Washington, United States Raymond James Financial Full timeJob SummaryWe are seeking a highly motivated and experienced Client Service Associate to join our team at Raymond James Financial. As a key member of our independent financial advisor network, you will be responsible for delivering exceptional personalized customer service and building strong client relationships.Key ResponsibilitiesProvide exceptional...
-
Financial Services Representative
4 weeks ago
Seattle, Washington, United States Symmetry Financial Group -Simple Solutions Financial Services LL Full timeAbout the RoleWe are seeking highly motivated and independent individuals to join our Mortgage Protection team at Simple Solutions Financial Services. As a key member of our team, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.Our team members enjoy a competitive edge in the industry...
-
Financial Services Professional
3 days ago
Seattle, Washington, United States Edward Jones Full timeUnlock Your Potential as a Financial AdvisorAt Edward Jones, we're committed to helping you achieve your long-term financial goals. As a financial advisor, you'll partner with clients to understand their unique needs and develop personalized strategies to help them succeed.Key Responsibilities:Build relationships with clients to identify their financial...
-
Financial Services Professional
3 days ago
Seattle, Washington, United States Northwestern Mutual Full timeFinancial Advisor OpportunityWe are seeking a skilled financial advisor to collaborate with our clients in developing and implementing tailored strategies to achieve their financial objectives.The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and...
-
Senior Financial Professional
4 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout the Company:Creative Financial Staffing is working with a well-established organization that is expanding and requires support with their accounting functions. Located in South Seattle, the office has easy access to public transportation and amenities.Overview of the Senior Accountant Role:Verify, allocate, post, and reconcile accounts payable and...
-
Senior Financial Professional
2 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout the Company:Creative Financial Staffing is working with a well-established organization that is expanding and requires support with their accounting functions. Located in South Seattle, the office has easy access to public transportation and amenities.Overview of the Senior Accountant Role:Verify, allocate, post, and reconcile accounts payable and...
-
Financial Services Professional
2 days ago
Seattle, Washington, United States Modern Woodmen Full timeFinancial Services AssociateWe 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...
-
Senior Financial Professional
3 days ago
Seattle, Washington, United States Creative Financial Staffing Full timeSenior Accountant Role OverviewThe Senior Accountant will play a crucial role in ensuring the accuracy and integrity of our financial operations. This individual will oversee and manage the general accounting functions, including accounts payable, accounts receivable, general ledger, and taxes.Key Responsibilities:Prepare and review financial statements and...
-
Senior Financial Professional
3 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is working with a reputable company located in Tukwila. Our client has a long history in the community and is conveniently situated near public transportation and amenities. This company prioritizes a positive, stable, and healthy work environment with an encouraging atmosphere and opportunities for...
-
Senior Financial Professional
4 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout Creative Financial Staffing and the Senior Accountant OpportunityCreative Financial Staffing is proud to partner with a growing and thriving company in Seattle that takes pride in their company culture of continuous improvement, personal growth, and team success.Company Culture and BenefitsA supportive team environment where everyone rolls up their...
-
Financial Services Professional
3 days ago
Seattle, Washington, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled Financial Services Representative to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding...
-
Financial Services Associate
3 weeks ago
Seattle, Washington, United States Raymond James Financial Full timeJob OverviewWe are seeking a highly motivated and experienced Financial Services Associate to join our team. As a key member of our team, you will be responsible for delivering exceptional personalized customer service, actively listening for situations in clients' lives that may indicate a need for additional services, and driving marketing activities such...
-
Financial Services Professional
2 days ago
Seattle, Washington, United States Banner Bank Full timeAbout the RoleAs a key member of our team, you will provide exceptional client experiences, acting as the face of Banner Bank and processing transactions accurately and efficiently. You will assist clients in achieving their financial goals by actively referring Bank products and services, and selling Bank products and services through in-person and...
-
Financial Planning Support Specialist
1 month ago
Seattle, Washington, United States Ameriprise Financial Full timeAbout 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 Analyst
3 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeAbout Our ClientCreative Financial Staffing is a community-based organization dedicated to providing educational, housing, and educational services to all members of the community.Job SummaryWe are seeking a skilled Staff Accountant to join our growing team. As a Staff Accountant, you will play a critical role in supporting our month-end close process,...