Financial Services Client Advisor

Wealth Management Planning Consultant RoleFidelity TalentSource LLC is seeking a Financial Services Professional to provide exceptional client service and support the growth of our most sophisticated clientele.About the RoleThis dynamic role offers the opportunity to build strong relationships with clients, providing tailored financial solutions and guidance...

OverviewAt 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...

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....

About the RoleWe are seeking an experienced professional to join our team as a Client Service Associate. This is an exciting opportunity to work with a leading firm in the financial services industry and contribute to the delivery of exceptional client experiences. Your primary responsibilities will include coordinating client meetings, supervising account...

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...

Overview of the Senior Financial Accountant RoleWe are seeking a highly skilled Senior Financial Accountant to join our team in Bellevue. As a key member of our finance department, you will play a crucial role in managing our client's lease accounting functions and ensuring smooth month-end close processes.Key ResponsibilitiesLead the monthly close process...

About the RoleWe are seeking an experienced Tax Manager to join our public accounting team at Jobot. In this role, you will be responsible for managing all tax-related activities, including compliance, reporting, planning, and advising.Responsibilities: Manage all tax-related activities, including compliance, reporting, planning, and advising Develop and...

Coldstream Wealth Management is a dynamic wealth management firm that values innovation, client satisfaction, and a vibrant work culture. We are seeking a talented Client Service Associate to join our growing Bellevue team.This role offers an exciting opportunity for career growth and development in the financial services industry. As a Client Service...

Our client, a globally recognized leader in the manufacturing and engineering industry, is seeking an experienced Senior Financial Accountant to join their team. This opportunity presents a chance to work with a high-growth company that consistently receives awards for excellence.The ideal candidate will have 2+ years of accounting experience, be familiar...

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*...

Pacific Premier Bank is looking for a talented Financial Growth Manager to join our team. As a key member of our Commercial Banking department, you will be responsible for driving financial growth through developing and maintaining strong relationships with existing clients, while also identifying new business opportunities.About the PositionThis role...

About This OpportunityColdstream Capital Management is committed to inclusion and diversity, welcoming team members from diverse backgrounds and perspectives. As a Client Service Associate, you will contribute to a collaborative and supportive culture, helping to grow and develop the firm.Your ResponsibilitiesClient Service: Provide exceptional service and...

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,...

About IMA Financial Group, INCWe are a leading financial services company that puts our associates first. We believe in fostering lasting relationships, earning competitive benefits, and empowering our team members to thrive in their careers.Company Overview:We are recognized nationally as a leader in our industry with numerous awards and accolades.We have a...

Senior Counsel, Payments & Web3We are seeking a highly skilled lawyer to serve as Senior Counsel, Payments & Web3. The successful candidate will provide strategic legal and regulatory advice on payments, financial services, and Web3 matters at eBay.About the Role:The ideal candidate will have expertise in advising regulated non-bank financial institutions,...

OverviewMutual of Omaha offers a comprehensive Financial Representative Trainee program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.

About the RoleThis is an onsite position at First National Bank of Bellevue, requiring a strong background in accounting and familiarity with loan documents.Job DescriptionWe are seeking a Lead Financial Risk Analyst to evaluate client credit data and financial statements, determining the degree of risk involved in lending them money.Responsibilities:Analyze...

OverviewAs an Enterprise Benefits Strategist with IMA Financial Group, you will play a crucial role in developing and implementing strategic benefits plans that drive business growth and employee satisfaction. Our company is recognized nationally as a leader in our industry, and we're looking for talented professionals to join our team.Salary and BenefitsThe...

We are seeking a skilled Strategic Business Development Manager to join our team at the IMA Financial Group. In this role, you will be responsible for driving business growth and development through strategic partnerships, market analysis, and sales initiatives.Key Responsibilities:Develop and implement business development strategies to drive revenue...

Financial Planning and Analysis ManagerExperis is seeking a highly skilled Financial Planning and Analysis Manager to join their team in Bellevue, WA.Key Responsibilities:Construct complex financial models and dashboardsPrepare capital and operating forecasts and budgetsConduct monthly and quarterly financial reviews with business and finance leadersDevelop...