Strategic Financial Planner
4 days ago
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 recommendations, and working directly with clients to compile financial profiles.
Qualifications include a Bachelor's degree in business administration, finance, or a related field, as well as basic knowledge of computer programs and financial planning software.
Exemplary math skills, communication skills, and relationship skills are also essential for success in this role.
We are looking for a team member who is coachable, organized, and interested in pursuing training development and educational opportunities.
- Develop and implement comprehensive financial plans for clients.
- Provide expert advice on investment options, risk management, and estate planning.
- Work closely with clients to understand their financial goals and objectives.
- Stay up-to-date on industry trends and best practices in financial planning.
-
Financial Planner
1 week ago
Seattle, Washington, United States Northwestern Mutual - Puget Sound Full timeJob 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...
-
Strategic Occupancy Planner
1 week ago
Seattle, Washington, United States Jones Lang LaSalle IP, Inc. Full timeJob SummaryWe are seeking a highly skilled Strategic Occupancy Planner to join our team at Jones Lang LaSalle IP, Inc. This role will be responsible for developing and implementing occupancy strategies across our client's regional portfolio, ensuring optimal space utilization and alignment with business objectives.Key ResponsibilitiesDevelop and implement...
-
Financial Planner
2 weeks ago
Seattle, Washington, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsProvide personalized investment advice and guidanceBuild and maintain strong...
-
Financial Planner
2 weeks ago
Seattle, Washington, United States Fidelity Investments Full timeJob Description:Are you looking for a career that allows you to make a meaningful impact on people's lives? Do you have a passion for helping others achieve their financial goals? We have an exciting opportunity for a Financial Planner to join our team at Fidelity Investments.As a Financial Planner, you will work closely with our clients to understand their...
-
Financial Planner
2 weeks ago
Seattle, Washington, United States Northwestern Mutual Full timeFinancial Advisor RoleWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their financial goals.The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication...
-
Seattle, Washington, United States Okta, Inc. Full timeJob Title: Head of Financial Planning and Analysis, Business OperationsAbout the Role:We're seeking a seasoned financial leader to join our team at Okta, Inc. as the Head of Financial Planning and Analysis. This is a key leadership position that will partner with senior leadership across the organization to drive financial planning and analysis...
-
Financial Planner
2 weeks ago
Seattle, Washington, United States Northwestern Mutual Full time{"title": "Financial Advisor", "description": "Financial AdvisorWe are seeking a strategic and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning...
-
Demand Planner III
3 weeks ago
Seattle, Washington, United States Trident Seafoods Full timeJob Title: Demand Planner IIITrident Seafoods is seeking a highly skilled Demand Planner III to drive the demand planning process for our strategic business units.Key Responsibilities:Develop and maintain volume forecasts within our current forecasting system by item, customer, branch plant, and country.Review historical sales trends, downstream sales, and...
-
Demand Planner III
2 weeks ago
Seattle, Washington, United States Trident Seafoods Full timeJob Title: Demand Planner IIITrident Seafoods is seeking a highly skilled Demand Planner III to join our team. As a key member of our strategic planning team, you will be responsible for driving the demand planning process for our assigned strategic business units.Key Responsibilities:Develop and maintain 18-36 month volume forecasts within our current...
-
Strategic Financial Planning Manager
5 days ago
Seattle, Washington, United States Xanitos Full timeStrategic Financial Analysis & Planning ManagerXanitos is seeking a highly skilled Strategic Financial Analysis & Planning Manager to join our team. This is a remote position, ideally located out of Dallas, Phoenix, Detroit, Seattle, Los Angeles, Philadelphia, or Nashville.This strategic role combines financial analysis and planning with strong business...
-
Strategic Financial Planning Manager
2 weeks ago
Seattle, Washington, United States Xanitos Full timeJob Title: Strategic Financial Analysis and Planning ManagerXanitos is seeking a highly skilled Strategic Financial Analysis and Planning Manager to join our team. As a key member of our organization, you will play a critical role in shaping the direction of our company by combining financial analysis and planning with strong business acumen.Key...
-
Financial Strategist
2 weeks ago
Seattle, Washington, United States Creative Financial Staffing Full timeStaff AccountantBeacon Hill - OnsiteSalary: $104,000-$130,000 DOEOur client is a Non-Profit dedicated to higher education, committed to building pathways to high-demand jobs. They seek a highly skilled Controller/Consultant to join their team on a consulting basis.Key Responsibilities:Manage key accounting functions, including monthly, quarterly, and annual...
-
Strategic Planning Manager
2 weeks ago
Seattle, Washington, United States King County Regional Homelessness Authority Full timeJob SummaryWe are seeking a highly skilled Strategic Planning Manager to join our team at the King County Regional Homelessness Authority. This is a critical role that will oversee the development and implementation of our agency's strategic plan, ensuring that we are effectively addressing homelessness in King County.The ideal candidate will have a strong...
-
Financial Reporting Strategist
4 days ago
Seattle, Washington, United States Creative Financial Staffing Full timeStaff Accountant OpportunityBeacon Hill - OnsiteSalary: $104,000 - $130,000 DOEOur client, a Non-Profit dedicated to higher education, is seeking a highly skilled Controller/Consultant to join their team on a consulting basis. This individual will be responsible for managing key accounting functions and delivering sophisticated financial insights.Key...
-
Associate Assortment Planner, Women's Shoes
3 weeks ago
Seattle, Washington, United States Nordstrom Full timeJob SummaryThe Associate Assortment Planner, Women's Shoes plays a crucial role in planning and managing the content and balance of the department's inventory. This position requires a detailed understanding of product and customer needs, as well as the ability to partner with the Associate Buyer to achieve financial objectives.Key ResponsibilitiesPartner...
-
Chief Financial Officer
1 week ago
Seattle, Washington, United States Housing Connector Full timeJob DescriptionAt Housing Connector, we're seeking a seasoned Chief Financial Officer to drive financial and operational strategy, ensuring the organization's growth and impact. As a key member of our senior leadership team, you'll collaborate with the CEO to set financial goals, oversee budgeting, and develop systems for scalability and efficiency.Key...
-
Financial Reporting Specialist
4 days ago
Seattle, Washington, United States Creative Financial Staffing Full timeController/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...
-
Chief Financial Officer
4 days ago
Seattle, Washington, United States Marten Law LLP Full timeJob Title: Chief Financial OfficerMarten Law LLP is seeking a highly skilled Chief Financial Officer to join our team. As a key member of our management team, you will be responsible for providing strategic financial leadership and guidance to support the firm's growth and success.Key Responsibilities:Develop and implement financial strategies to drive...
-
Finance Director
2 weeks ago
Seattle, Washington, United States Community Passageways Full timeJob DescriptionThe Finance Director is a pivotal role at Community Passageways, responsible for the organization's financial stewardship, policy development, and reporting. This position requires a strategic thinker who can manage finances, ensure compliance with laws and regulations, and facilitate communication with internal and external stakeholders.Key...
-
Financial Planner
4 weeks ago
Seattle, Washington, United States S Piper Staffing LLC Full timeFinancial 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 high-net-worth individual clients and their families.Key Responsibilities:Develop and...