Trabajos financial advisor en Seattle, Washington - Page 3Crear alertas

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for our next Advisor. In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough, • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas, • Prepares comprehensive client meeting deliverables, analyzes all client data and evaluates potential planning strategies, • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software, • Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward looking projections, • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances, • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Seeks out leadership roles in the team and firm projects/assignments, • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support, • Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed; ensures content is accurate, timely, and reviewed periodically, • Crafts client meeting agenda and determines deliverables to be presented; analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation, • Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members; these include the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows and Annual Plans, • Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation, • Following client approval, works with team to ensure that all tactical parts of the client implementation are executed timely and accurately, • Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM, • Partners with the Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion within specified time-frames.Your Experience:, • 4 + years of experience in financial planning, wealth management or a related industry preferred, • Undergraduate degree required, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job, • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively, • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.Skills & Attributes, • Excellent work habits, strong organizational skills, and the ability to prioritize tasks and manage workflows, • Exceptional communication skills, both written and verbal, with clients and co-workers, • Exceptional interpersonal skills and demonstrated teamwork mentality, • Must be able to project a capable and trustworthy image, • Must be a self-starter and proactively manage workload, communications, and ownership of tasks, • Commitment to excellence and high standards, • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm, • A high degree of personal integrity, maturity, and acute attention to detail, • Pay: $95,000 - $140,000 per year, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Quarterly team-building events, • Regular social events, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Job Description We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client manages over $11.05 billion in assets and services clients across the nation. Why become an Advisor? We provide specialized support so that our Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: • Marketing & Business Development– We generate the leads so that our Advisors don’t have to invest their time on marketing efforts. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals., • Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life., • Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc., • Operations and Client Services– We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor’s “to-do” list!, • The financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER® professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial planning experience., • Ability to assess a prospective client’s needs and their financial goals., • A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management., • Effective communication skills. Ability to deliver comprehensive financial plans to clients., • Salaried position + Benefits., • Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.

Job Description Salary: $190,000 - $200,000 / year Pay Grade: 19 Other Forms of Compensation: Company vehicle lease or monthly car allowance As the leader in business and industry dining, Eurest is the company to join if you want a rewarding career packed with limitless opportunities. We feed the employees of the nation's largest and most-prestigious companies -- in every state and across all industries. As a member of Eurest's leadership and professional support team, you will help our 16,000 chefs, and in-unit associates excel as they deliver world-class meals in corporate cafes and executive dining rooms with on-site catering through vending innovations and more. Our company is innovative, high performing and fast growing. Our teammates are enthusiastic, committed to quality and thrive on consistently delivering unparalleled results. And did we mention we work with exciting companies and at interesting locations? Come grow your career with Eurest. Job Summary: The Vice President Operations and Hospitality is a strategic leadership role responsible for overseeing end-to-end program performance, operational and hospitality excellence, and senior-level client relationships across a portfolio of high-profile Experience Centers, Innovation Hubs, and the global dining program. This role blends operational rigor with exceptional client stewardship to ensure the seamless delivery of innovative, efficient, and differentiated service experiences. This leader is accountable for programmatic consistency across geographies, change management, and financial outcomes across multiple locations. In parallel, they serve as a trusted advisor and point of escalation for executive clients — building confidence in delivery, translating business priorities into actionable plans, and elevating the overall partnership value. This role is based in Redmond, Washington. Key Responsibilities: Regional & Global Program Leadership • Oversee operational performance ensuring alignment with contract and service expectations, brand standards, and client goals, • Lead the development, implementation, and continuous improvement of regional programs, SOPs, and service delivery frameworks, • Provide strategic oversight for budgeting, financial performance, inventory management, and business reviews, • Guide the rhythm of business across sites, ensuring structured planning, milestone tracking, and performance monitoring, • Drive adoption of change initiatives, including new technologies, process updates, and operational innovations Senior Client Engagement • Serve as the senior point of contact for client executives and key stakeholders —building long-term trust and credibility, • Facilitate strategic business reviews, roadmap planning, and executive updates to maintain transparency and alignment, • Anticipate client needs and proactively recommend enhancements, innovations, or course corrections to improve service outcomes, • Lead issue resolution and escalation management with professionalism and accountability, • Translate client vision and business goals into actionable operational strategies across all locations Team Development & Leadership • Lead, coach, and mentor a team of regional managers and onsite leaders, fostering a high-performing, engaged culture, • Direct reports: Regional Planning Director – North America, Regional Hospitality Program Manager – Global, and Regional Director – Innovation Hubs North America, • Dotted line reports: Regional Planning Director – APAC, EMEA & LATAM, • Conduct regular talent assessments, performance reviews, and development planning to build future leadership capacity, • Create opportunities for cross-learning, collaboration, and knowledge-sharing across sites Cross-Functional Integration & Enablement • Partner with culinary, facilities, marketing, and operational leads to ensure cohesive service experiences that reflect both brand and client expectations, • Align field teams around enterprise-wide initiatives, KPIs, and client-centric culture, • Ensure appropriate training, documentation, and communication strategies are in place to support frontline excellence and leadership consistency, • Support new business, program expansions, and regional transitions with proactive planning and onsite leadership Qualifications: • Bachelor’s degree in Business Administration, Hospitality Management, or a related field required; Master’s preferred, • 10+ years in multi-site leadership roles with demonstrated success in client-facing service delivery environments; prior experience in contract services, or corporate hospitality management preferred, • Strong executive presence and ability to build senior client relationships with diplomacy, confidence, and strategic insight, • Excellent financial acumen with direct experience managing budgets, forecasting, and cost control at a regional level, • Proven ability to lead through ambiguity, drive change, and manage large-scale programs or initiatives across diverse teams, • Excellent written and verbal communication skills; adept at navigating complex stakeholder environments, • Experience with operational systems, reporting tools, and performance dashboards are strongly preferred Eurest is a member of Compass Group USA Click here to Learn More about the Compass Story Associates at Eurest are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Eurest maintains a drug-free workplace. Applications are accepted on an ongoing basis.

Job Description Chaloner has partnered with the Seattle Foundation on their search for a Chief Growth Officer. Position Overview: Seattle Foundation is at an exciting inflection point—primed to expand its partnership with philanthropists to advance key community priorities while pursuing sustained growth to ensure the foundation remains an effective and influential agent of change. The Chief Growth Officer (CGO) will lead and manage Seattle Foundation’s strategic approach to philanthropy, integrating community impact, customer engagement, and revenue generation. The CGO will play a key role in ensuring sustained growth through the creation of a business development strategy that produces pathways, products, and services to deepen current customer engagement, grow the customer base, and scale discretionary resources to drive systemic, transformative change across the region. Reporting to the President & CEO and serving on the Senior Leadership Team, the CGO is responsible for aligning fundraising and revenue generation with the Foundation’s vision and mission while ensuring high-value customer experiences that result in retention and growth. This person will lead a team to develop strategies that cultivate new customers of donor advised funds and/or advising services, steward current customers, and enhance the Foundation’s community-centered approach to giving. The ideal candidate is a proven growth leader with strong experience stewarding high-net-worth relationships and shaping and executing clear business development strategies that result in sustained revenue growth. They will be a powerful storyteller and relationship manager, bringing strategic vision, entrepreneurial acumen, and operational rigor to drive cross-departmental strategies to support the customer journey and revenue growth. Primary Responsibilities: Strategic Leadership & Vision • Execute a long-term vision for philanthropy, product development, and business growth that aligns with the organization’s overall mission and strategic goals., • Collaborate with the CEO and leadership team to set measurable business growth goals and strategies that drive systemic impact., • Leverage social entrepreneurship to implement business-like strategies to enhance sustainability, drive innovation, and scale impact., • Monitor trends, policies, and best practices to ensure the organization remains innovative and competitive within philanthropic advising., • Serves as a key liaison to relevant board committees. Revenue Generation & Business Development: • In partnership with Marketing & Communications, drive the creation of a go to market and growth strategy to reach new clients through revenue-generating philanthropic services and products, including donor advised, area of interest, nonprofit, and designated funds; bequests; mission-related and social impact investing opportunities; and philanthropic consulting services. Ensure these products and services remain innovative and competitive over time., • Regularly assess the foundation’s market position and competitive advantage to continuously refine and implement an advisory services approach that generates sustainable growth. Monitor shifts in donor behavior as well as trends in the wealth ecosystem to inform the foundation’s market positioning., • Expand the organization’s client base by identifying and cultivating new high-net-worth individuals, foundations, and corporate partners for collaborative investments and/or philanthropic services. Ensure strategies are in place and implemented to secure transformational, long-term investments from donors and partners., • Leverage and grow strategic partnerships with financial advisors, services firms, and others to create a steady pipeline of new clients to grow funds under management and revenue generated from philanthropic consulting services. Build credibility with wealth advisors through education, tools and collaboration that align investment opportunities with client values and fiduciary standards., • In partnership with Impact, co-design products that meet community and donor needs. Operational Excellence & Performance Measurement: • In partnership with Finance and Operations, ensure that data systems provide foundation staff, board, and executives with the most relevant information for revenue growth efforts. Ensure mechanisms are in place to develop key performance indicators (KPIs) and metrics to track revenue performance and customer engagement., • Ensure operational efficiency within the philanthropy division by optimizing workflows, technology, and CRM systems to enhance customer engagement., • In partnership with Finance, implement financial forecasting, pricing, and revenue projections to support organizational sustainability and growth. Co-create annual and quarterly revenue growth targets and systematically review performance against those targets. Customer Engagement & Stewardship: • Maintain and systematize the organization’s dedication to top-notch customer service for those who utilize the Foundation’s philanthropic products and services., • Identify, cultivate, and convert clients of traditional philanthropic products to join efforts with the Foundation to maximize impact towards key outcomes affecting the Seattle region., • In partnership with Marketing & Communications, organize high-impact donor convenings, learning sessions, and philanthropic experiences that deepen donor commitment. Cross-Functional Collaboration & Internal Alignment: • Ensure alignment across the foundation’s teams on revenue growth, fundraising, and customer experience priorities., • In partnership with finance and operational leadership, ensure effective infrastructure (e.g., human capital, technology tools, key performance indicators, work plans, etc.) is in place to drive towards business development goals. Team Leadership & Development: • Sharpen the team structure to ensure the right focus on philanthropic advising, fund growth, fundraising, and market expansion with philanthropic advising services to achieve sustained business growth, customer satisfaction, and donor alignment., • Identify and cultivate team skillsets and resources necessary to deliver against new business growth vision, long-term strategy and to drive new revenue sources., • Lead and manage a team, fostering an inclusive and high-performance work culture., • Provide mentorship, professional development, and strategic guidance to staff., • Align and execute an integrated team strategy that maximizes the organization’s ability to provide resources for and establish long-term partnerships that drive community impact. Community Engagement & Public Representation: • Act as a thought leader and spokesperson on philanthropy, representing the organization at key industry events, panels, and media opportunities., • Champion the role of philanthropy as a driver of equity and justice, advocating for policies and practices that create lasting change. Minimum Qualifications: • 10+ years of senior leadership experience in business development, sales, marketing, strategy or a related field, with a proven track record of leading clear, results-driven strategies to drive revenue growth and community impact. Experience with complex wealth advising is a plus., • Experience and knowledge of the philanthropic sector, including philanthropic advising, donor-advised funds, impact and mission-related investing, and the broader wealth and nonprofit ecosystems, with a demonstrated ability to translate sector insight into sustainable revenue growth and scalable philanthropic products., • Excellent communication, storytelling, and relationship-building skills. Inspiring and persuasive speaker and presenter. Consensus builder, community convener and advisor., • 7+ years demonstrated ability to hire, supervise, motivate, develop and lead diverse teams., • Fluency in data-driven decision-making, data analysis and CRM systems for customer management., • Understanding of liquid and illiquid investment vehicles, with the ability to navigate both financial-first and impact-first strategies to support partnerships, product positioning, and mission-aligned growth., • Demonstrated experience building strategic partnerships within the wealth management ecosystem, with an understanding of money transfer models, advisor motivations, and fiduciary responsibilities. Familiarity with investment structures (e.g., donor advised funds, environment, social, and governance (ESG) funds) and impact/financial return frameworks preferred., • Strong strategy planning and execution skills. Proven track record of moving effectively and efficiently from concept to results., • A collaborative and adaptive leader who exudes executive maturity, confidence and credibility to a diverse range of stakeholders including staff, high-capacity philanthropists, investors, corporate executives, fundholders, community organizations, and regional partners. Department: Philanthropy Reports to: President & CEO Classification: Full-time/Annual, Salary/Exempt Salary: $247,000-270,000 BENEFITS: • 100% Paid by employer: medical, dental, vision, life, AD&D, LTD., • 403(b)Retirement matched at 5%; increasing to 10% over time, 100% immediate vesting., • PTO: 15 days accrued vacation, 10 days accrued sick, 4 wellness days, 13 holidays., • $1,200 annual remote work benefit., • $750 annual wellness benefit., • $1,200 annual transit benefit., • Optional Flex plan and dependent coverage. WORK LOCATION: • Flexible; can be fully in-person, or hybrid (remote and in-person). This position is expected to be in-person for some required team and organization-wide meetings (e.g. monthly All-Hands meetings). Office located downtown Seattle. Must live in WA state. Interested candidates should apply by using the application form. Chaloner will review all applicants and, upon qualification, contact you to determine next steps.

Job Description This position is available fully remote in Washington state. Who we are Community Health Plan of Washington is an equal opportunity employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to any actual or perceived protected characteristic or other unlawful consideration. Our commitment is to: • Strive to apply an equity lens to all our work., • Reduce health disparities. The Level I Utilization Management Clinician performs utilization review for medical or behavioral health requests using utilization review criteria, technologies, and tools. Identifies, coordinates, and implements high quality, cost-effective alternatives when appropriate to the patient’s condition. Supports physician decision-making, working collaboratively with all members of the health care team, the patient, the patient’s family, co-workers, and internal and external customers to achieve optimal patient outcomes. Ensures members have timely access to care and supports during transitions between levels of care. Understands and effectively communicates requirements and follows Community Health Plan of Washington (CHPW) policies and procedures. To be successful in this role, you: • Have a bachelor’s degree in a relevant field or an equivalent combination of education and highly relevant experience., • Have a current, unrestricted license as an RN or LPN., • Have at least two years clinical experience in either a physical health or behavioral health setting., • Conduct review of hospital notification or prior authorization care requests against established clinical guidelines and health plan policies., • Collaborate with facilities to perform discharge planning., • Provide coordination support to members transitioning between care settings or returning home from a hospitalization. Identifies member needs and provides support to ensure necessary services are available during the transition period., • Collaborates with providers, office staff, and Care Coordination team to assure coordination of care in a timely manner according to contractual and regulatory timeframes., • Identifies, coordinates, and ensures high quality care and appropriate care by focusing on supporting access to care and services across the continuum of care in accordance with the patient’s medical needs., • Identify potentially unnecessary services and/or delivery settings and recommends appropriate alternatives., • Identifies and determines medical necessity of out of network (OON) requests for services., • Assures referrals are complete and enrollment/eligibility benefits verified, prior to authorizing care., • Delivers timely written notification to patient or family members and communicates with members of the health care team., • Prepare cases that do not meet medical necessity or criteria for medical director review., • Communicate effectively with medical director regarding identified variances within the case against criteria utilized for medical review., • Regularly communicates with the UM Manager, Medical Director, physician advisor/reviewer and primary care physician for support, problem resolution and notification of decertification and appeals., • Using established screening tools, identify candidates and recommend enrollment into care management and disease management programs., • Identify quality of care issues and report for investigation per CHPW's policy., • Participates as part of the care management team; works collaboratively with all department staff., • Reporting to work on time and for all scheduled shifts is essential to this position., • Ability to effectively manage and maintain quality standards for high volume of authorization., • Ability to work independently., • Effective written and verbal communication skills; able to communicate with and collaborate effectively with physicians and allied health care providers., • Knowledge in criteria set, including MCG, InterQual, ASAM, and LOCUS preferred., • Ability to multi-task and deal with complex assignments with competing priorities on a frequent basis., • Perform all functions of the job with accuracy, attention to detail and within established timeframes., • Effective analytical skills and the ability to interpret, evaluate and formulate action plans based upon data., • Experience in care management workflow systems., • Flexibility and willingness to work in a matrix-management environment., • Demonstrated organizational, time management, and project management skills., • Demonstrated proficiency and experience with Microsoft Office products., • Ability to present in a group setting., • Willingness to be part of a collaborative and dynamic clinical development team. As part of our hiring process, the following criteria must be met: • Has not been sanctioned or excluded from participation in federal or state healthcare programs by a federal or state law enforcement, regulatory, or licensing agency., • Vaccination requirement (CHPW offers a process for medical or religious exemptions) The position is FLSA Non-Exempt and is eligible for overtime and has a 10% annual incentive target based on company, department, and individual performance goals. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s job-related knowledge, skills, and experience among other factors. CHPW offers the following benefits for Full and Part-time employees and their dependents: • Medical, Prescription, Dental, and Vision, • Telehealth app, • Flexible Spending Accounts, Health Savings Accounts, • Basic Life AD&D, Short and Long-Term Disability, • Voluntary Life, Critical Care, and Long-Term Care Insurance, • 401(k) Retirement and generous employer match, • Employee Assistance Program and Mental Fitness app, • Financial Coaching, Identity Theft Protection, • Time off including PTO accrual starting at 17 days per year., • 40 hours Community Service volunteer time, • 10 standard holidays, 2 floating holidays Sensory*: • Extended periods of sitting, computer use, talking and possibly standing, • Simple grasp, firm grasp, fine manipulation, pinch, finger dexterity, supination/pronation, wrist flexion, • Frequent torso/back static position; occasional stooping, bending, and twisting. Office environment Employees who frequently work in front of computer monitors are at risk for environmental exposure to low-grade radiation.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills. *Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor. Take our Values in Action Self-Assessment to see how our values align! Your Role - Administrative Responsibilities: • Provide administrative oversight and support the Lead Advisors on strategic needs., • Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance, • Act as a primary point of contact for custodians around all operational and tactical service matters, • Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current, • Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items, • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers, • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion, • Assist with calendaring functions and internal meeting preparationYour Role - Client Experience Responsibilities:, • Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team, • Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts, • Oversee quality control to mitigate errors on any client-related paperwork Your Experience:, • 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred., • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred, • Self-motivated and takes pride in providing exceptional support to clients and the team, • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus, • Expected to learn other position-related systems on the job, • This role is an in-office, full-time, and non-exempt position. We are a work from office culture with a lot of flexibility. Compensation:, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Quarterly team-building events, • Regular social events, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Job Description Formations is a Seattle-based startup reimagining financial management for self-employed professionals. If you’ve ever run your own business or know someone who has, then you know it’s challenging enough without the added pressure of having to become an expert in taxes, accounting, and financial planning. Instead of being rewarded for taking the entrepreneurial risk of striking out on their own, the independent workforce in the U.S. forgoes almost all the benefits afforded to full-time corporate employees and gets hit with a self-employment tax to boot. That’s where we come in. Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. With our technology and team of financial experts by their side, self-employed professionals will have the playbook and tools needed to focus on growing their business while saving thousands on annual taxes, achieving financial well-being, and securing their futures through better financial decision making. Our customers are our most valued asset, and developing a strong relationship is paramount to our success. The Customer Success Manager (CSM) will act as a trusted advisor to their portfolio of clients as they manage the full customer lifecycle management and be actively involved in all phases of the customer’s journey with Formations, including customer onboarding, adoption, quarterly business reviews, customer renewals, and customer health initiatives. The CSM will be relentlessly customer-centric while managing the needs of the business and possess excellent written and verbal communication, project management, and customer success skills. You are committed to providing an excellent, value-focused customer experience. Basic accounting knowledge is a plus. Skills and Traits: • You are comfortable framing discussions around achieving goals and objectives., • You are comfortable working with customers to effectively leverage services and technology solutions and helping them find value in the service we provide., • You are a lifelong learner., • You take a consultative approach and have collaborative nature when solving problems; you enjoy building relationships., • You have the training, onboarding, and/or implementation experience, • You are naturally curious and a self-starter, • Willingness to act as customer voice and champion to internal stakeholders, • An overall team player willing to jump and support wherever possible across all functional areas of the business., • You are comfortable in a rapidly changing, often ambiguous environment., • General ledger accounting, including monthly reconciliations of all customer accounts, preparation of regular state excise filings, management of payroll, and annual closure of the books for tax preparation., • Manage all aspects of customer adoption and lifecycle milestones, including ensuring renewals, identifying opportunities for expansion, and upsell for our customers, • Support efforts to mine and develop an understanding of customer feedback and drive the closed-loop process., • Help maintain above-industry-average retention rates., • Utilize Hubspot (CRM) for managing customer information, customer tasks, and preparing value-based content, • Ensure financial health of client while ensuring compliance in all areas, • Set expectations, develop and communicate the implementation project timeline, and defines the onboarding process., • 2+ years in customer success, customer experience, project management, account management, or equivalent history in a customer service role., • Excellent customer management and project management abilities, • Impeccable written and verbal communication skills., • Detail-oriented and analytical., • Strong team player; thrives in a multi-tasking environment and can adjust priorities on the fly., • Experience with Microsoft Office Products, • Comfortable using and learning new technologies About Formations Corp Founded in 2019, Formations Corp is a FinTech startup based in Kirkland, WA. We're on a mission to help self-employed individuals maximize their financial and personal well-being. Self-employed owners start their businesses to focus on their clients and their impact, not to spend half their days pouring over their books and stressing about taxes. Formations wants to give our customers the time and peace of mind to do what they do best – and to help them earn the most for it. This means we do all the back-of-the-house financial work to maximize our customers’ business health and compliance, tax savings, retirement benefits, and peace of mind. This full-time position offers a competitive base salary and and full benefits package: • We go above and beyond in our commitment to our staff's health, well-being, and happiness by also offering flexible paid time away from work, • Full Medical, dental vision, • Generous parental leave, • Life insurance, • 401K plan including employer matching. Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions., • Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years, • Formations encourages employees to give back with paid volunteer time of up to 16 hours a year., • Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms, • Positive and collaborative culture Powered by JazzHR fwbOLAOTEu

Job DescriptionSalary: Up to $400,000 per year (Full Commission) Best kept secret in sales: Home Service In Home Sales! About Us Greenwood Heating and Home Services; We have been in business since 1918 and have a stable and loyal customer base. Our team is over 170 strong individuals who collectively make us the most premier HVAC/Plumbing/Electrical team in Western Washington. We strive to be the most respected and professional team and provide the best customer service possible for our clients. We hire team members based on our Core Values of Pride, Professionalism, Communication, Safety, and Integrity, and once you are on board, we have a successful track record of providing quality on the job training that will get you all the knowledge and skills you need to be successful in this trade, regardless of position. We are a growing team, and are always looking for opportunities for our team to grow as individuals in their career and their personal and financial lives. Join our team and meet many knowledgeable, friendly, and supportive people who see your success as a success of their own. In Home Sales "Comfort Advisor" As an equal opportunity employer, candidates will receive consideration without discrimination against race, creed, color, sex, national origin, handicap status, or veteran status. Job Summary: Are you a sales consultant looking for a new challenge? Are you looking for a family owned company, whose customer base is expansive and loyal, and who can offer the best pay and benefits in the industry? Are you looking to make more money than you've ever made in your life? If so, Greenwood Heating would love to hear from you! To apply, please send a copy of a current resume and a brief cover letter describing why you applied and your skills that will make you a great addition to our team! Wage / Hours: This position is a full-time, commission, exempt position. Our business hours are 7am-6pm. Comfort Advisor schedules are flexible and will include working weekend on calls occasionally. Compensation is 100% commission and bonus after an introductory/training period. Location: This position is performed on the road in the greater Seattle area. Our service range is: North: Everett Area, South: Federal Way Area, East: North Bend. We have two shops in Everett and Tukwila. Job Duties / Responsibilities: Gather information and data about from customer about their home and what their needs are. Spend time with them in their home to ensure that the customer is getting exactly what they are looking for. Work with office staff to schedule the installation of the equipment. Engage in client discussions professionally and politely to uncover their needs and works with their team leaders to address issues if beyond knowledge base. Follow up with customer as needed to ensure that work being performed is up the standard as promised. Job Requirements / Skills: Understanding and follow through in Greenwoods Core Values and Mission Statement. Confident and professional communication skills via phone and face to face interaction with homeowners and team members. Experience with and able to navigate mobile devices (Apple products) with the ability to learn new software. Attention to detail when debriefing office or homeowner about your findings in the field. Service oriented and ability to interact with all customer service scenarios (positive and negative). Ability to empathize and work through challenging problem-solving situations. Education and Experience: High school diploma or equivalent preferred. Sales experience required. Additional training on HVAC sales provided. Physical Requirements: Must be able to be on your feet / knees for extended periods of time. Must be able to work on ladders and in crawl spaces and attics for periods of time.

Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a growing team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. This position is located on the edge of downtown Bellevue. We have a hybrid work environment, 7:00am - 4:00pm, in office Tuesdays, Wednesdays and Thursdays with the ability to work from home Mondays and Fridays. Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit . Specific responsibilities include: • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests, • Scheduling and organizing client meetings and proactively preparing meeting materials in advance, • Coordinating the new client onboarding process:, • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access, • Updating cost basis, tracking required minimum distributions, reconciling account information, • Sending and receiving documents to clients, their advisors, and investment custodians, • Entering and maintaining client data and activity notes in our CRM system, • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus), • Interest in building a career in the wealth management industry, • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus, • Excellent communication skills, including proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage multiple tasks independently, • Excellent reliability, • A Bachelor's degree is preferred due to future career path requirements Benefits: In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $60k - $70k plus an annual bonus and a generous benefits package. As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: Competitive base pay plus annual bonus, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays, and an extra paid day off each year to do volunteer work, • Paid Parental leave: 12 weeks paid for all new parents, • Career development: 100% training/certification/licensing/dues reimbursement and mentoring program, • Parking: heavily subsidized parking or transit pass, • Wellness reimbursement, • Paid sabbaticals and anniversary bonuses Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

As an Existing Client Financial Advisor, you will:. Prior experience in financial advisory or client-facing planning. The environment is collaborative, utilizing consistent processes and workflows rather than siloed advisor models.

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an advisor to provide

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every d Solutions Advisor, Financial, Registration, Solutions, Advisor, Solution. At Bank of America, we are guided by a common purpose to help make financial lives better through the po

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Financial Solutions Advisor Stage I - Registration Candidate. At Bank of America, we are guided by a comm

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Advise on financial planning, retirement, tax-efficient strategies, and long-term wealth planning.

Assurance Advisor - Financial Services Office - Manager. Apply knowledge of SEC rules and regulations over financial reporting. Supervising the planning, execution, reporting on audits of financial statements prepared in accordance with U.

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. Possess knowledge and demonstrate abil

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

This exciting opportunity at Gesa Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an advisor to provide

We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net worth business owners, and multigenerational families. The Family Advisor will play a key role in relationship management, business development, financial planning, and investment implementati

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. As a Thrivent Financial advis

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. COUNTRY Financial is the trade name for a collective of affiliated insurance and fi

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

Developing skills and best practices to be a successful financial advisor. After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. We are growing and adding a team-based financial advis

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

Act as primary point of contact, lead advisor for clients, their families, and their other trusted advisors. The Senior Family Advisor will play a key role in relationship management, business development, financial planning, and investment implementation, contributing to the firm's national growth

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Voya Financial Advisors Financial Professional. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial

Under this model Financial Advisors are not employees of LPL Financial. As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. LPL Financial partners with credit unions to offer a complete menu of financial services to c

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Tailored financial planning: Offer personalized financial planning and investment advice, including IRAs and 529 plans, while ensuring that the recommended solutions align with the unique needs and risk tolerance of each member. Knowledge sharing and training: Collaborate with Financial Advisor(s) o

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Bank Of America Financial Advisor. Work

Knowledge of financial industry, financial products, and financial planning concepts. Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized we