Financial Services Professional

3 weeks ago


Bellevue, Washington, United States Edelman Financial Engines Full time
Overview
At Edelman Financial Engines, we believe that everyone deserves access to comprehensive financial planning and investment advice. As a leader in the industry, we have been committed to always acting in the best interests of our clients since 1986.

With over 143+ offices across the country, we are trusted by 1.3 million clients to manage more than $300 billion in assets. Our unique approach combines advanced methodology and proprietary technology with the attention of a dedicated personal financial planner, ensuring every client receives personalized service and guidance tailored to their unique situation and goals.

As a member of our Client Services team, you will play a pivotal role in partnering with our Financial Planners to deliver outstanding service to our clients.

  • Bellevue, Washington, United States Symmetry Financial Group - Gary Uyemura Full time

    About Us:Symmetry Financial Group - Gary Uyemura is a reputable insurance company that has been recognized as one of the fastest-growing companies by Inc. Magazine. We provide life insurance, mortgage protection, and wealth accumulation solutions to protect American families and help them achieve their financial goals.Salary Range:The salary range for this...

  • Financial Analyst

    1 month ago


    Bellevue, Washington, United States Creative Financial Staffing Full time

    Job DescriptionWe are seeking a skilled Financial Analyst to join our team in the real estate industry. As a key member of our financial team, you will be responsible for managing revenue, collections, and operating budgets for assigned properties.Responsibilities:Compile monthly P&L and accounts receivable reports for property managers.Analyze financial...


  • Bellevue, Washington, United States Coldstream Capital Management Full time

    Join Our Team as a Financial Services CoordinatorColdstream Capital Management is seeking a Financial Services Coordinator to join our team. As a Financial Services Coordinator, you will be responsible for coordinating financial services and supporting our clients.We offer a comprehensive, holistic approach to planning and focus on providing unparalleled...


  • Bellevue, Washington, United States CBIZ Full time

    Company Overview">CBIZ is a leading provider of financial and employee business services to organizations of all sizes.The company delivers national-caliber expertise combined with highly personalized service, leveraging its extensive network of over 120 offices and nearly 7,000 associates throughout the U.S.CBIZ has received numerous national recognitions,...


  • Bellevue, Washington, United States Rustman Agency Full time

    We are currently seeking talented individuals to join our team as Financial Services Consultants. As a key member of our team, you will have the opportunity to provide expert advice and guidance to clients, helping them to achieve their financial goals.The estimated salary range for this position is $3,000-$7,000 per month, making it an attractive option for...


  • Bellevue, Washington, United States First Citizens Bank Full time

    About the RoleWe are seeking a skilled Financial Sales Manager II-Business Development to join our team at First Citizens Bank. In this role, you will be responsible for leading sales efforts, managing a team, and driving business growth. If you have a passion for sales, leadership, and customer service, we encourage you to apply.Duties and Responsibilities*...


  • Bellevue, Washington, United States CBIZ Valuation Group Full time

    Company Overview">CBIZ Valuation Group is a leading provider of financial and valuation services. Our team of experts works with clients across various industries, including Real Estate, Construction, Nonprofit, and Manufacturing.">Salary">The estimated hourly rate for this position is $29.25, with compensation determined by education, experience, and skill...


  • Bellevue, Washington, United States Coldstream Wealth Management Full time

    OverviewColdstream Wealth Management is a leading provider of financial services, dedicated to delivering exceptional client experiences and innovative solutions. Our team is passionate about building long-term relationships and helping our clients achieve their financial goals.


  • Bellevue, Washington, United States Coldstream Capital Management Full time

    About Coldstream Capital ManagementColdstream Capital Management is a wealth management firm that values innovation, client satisfaction, and a vibrant work culture. Our team is dedicated to providing unparalleled advice and exceptional service to our clients.We are seeking a Client Service Associate to join our growing Bellevue team. As a key member of our...


  • Bellevue, Washington, United States Parcion Private Wealth Full time

    OverviewAt 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....


  • Bellevue, Washington, United States CBIZ Full time

    About CBIZ:CBIZ is a leading provider of financial and employee business services. As a forward-thinking organization, we seek professionals who can support our mission to deliver exceptional service to our clients.Job Summary:We are looking for a detail-oriented and analytical Financial Auditor to join our team. This role involves planning multiple audit...


  • Bellevue, Washington, United States Henrie Agency Full time

    **Company Overview:**The Henrie Agency is a leading provider of mortgage protection life insurance solutions, partnered with Symmetry Financial Group. We are dedicated to helping American families protect their homes and financial future.Our team is comprised of highly motivated and independent individuals who are passionate about delivering exceptional...


  • Bellevue, Washington, United States Bank of America Full time

    About the OpportunityWe are looking for a highly skilled Financial Services Client Advisor to join our team in Seattle/Bellevue, WA. In this role, you will be responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects.As a Financial Services Client Advisor, you will work closely with clients to...


  • Bellevue, Washington, United States Pacific Premier Bank Full time

    Pacific Premier Bank is a top-performing financial institution dedicated to taking care of our customers and employees. As a Customer Service Financial Advisor, you will play a vital role in the success of the branch by delivering exceptional customer experiences.You will listen actively to clients' concerns and inquiries, responding quickly in a helpful and...


  • Bellevue, Washington, United States Disability Solutions Full time

    About the Job:\We are seeking a highly skilled Financial Services Security Specialist to join our team at Disability Solutions. As a Senior Product Security Engineer, you will play a critical role in helping us secure our future by developing and implementing security solutions, architectures, and tools to ensure regulatory compliance.\Your Key...

  • Cloud Architect

    2 weeks ago


    Bellevue, Washington, United States FIS Full time

    FIS is looking for a talented Cloud Architect to help build a brand-new financial technology platform for the future. As a key member of our Embedded Finance team, you will be responsible for designing and implementing cloud-based architectures that meet the evolving needs of our customers.The estimated annual salary for this position is around $231,610,...


  • Bellevue, Washington, United States Bank of America Full time

    Bank 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...


  • Bellevue, Washington, United States College Success Foundation Full time

    About the PositionWe are seeking a highly skilled Controller - Financial Management to lead our financial management department. The successful candidate will have a strong background in financial management, including experience with GAAP, budgeting, and forecasting.Key Duties and ResponsibilitiesManage the fiscal functions of the Foundation, including...


  • Bellevue, Washington, United States Addison Group Full time

    Job OverviewWe are seeking a highly skilled Senior Manager of Accounting to join our Finance & Accounting team.Responsibilities:Financial Planning: Develop and execute financial plans to drive business growth and profitability.Accounting Function: Oversee the month-end close process, ensuring accuracy and timeliness in financial reporting.Reporting and...


  • Bellevue, Washington, United States Coldstream Capital Management Full time

    About Coldstream Capital ManagementAt Coldstream Capital Management, we value open communication and trust in building long-lasting relationships with our clients. Our comprehensive, holistic approach to planning focuses on providing unparalleled advice and exceptional service.We offer a competitive salary of $60,000 - $80,000 per year, depending on...