Research jobs in Seattle, Washington - Page 12Create job alerts

Locations: Swedish First Hill 801 Broadway-Seattle (HR) (Remote).

Our integrated health system has nearly 1,500 hospital beds including Bailey-Boushay House, the first skilled-nursing and outpatient chronic care management program in the United States designed specifically to meet the needs of people with HIV/AIDS; Benaroya Research Institute, internationally reco

Medical, dental & vision / 401K / PTO - As an Accounting Coordinator at CorVel, you will: Research unresolved items prior to month-end closing and resolve; Develop and define monthly A/R Collection plan and supervisor procedures; Balance spreadsheets, prepare reports, and close month on schedule; Un

What's Involved in Working as a Behavior Technician / ABA Therapy Assistant with ORL:. In each child's ABA therapy program, our Behavior Technicians help children and teens improve their communication and language skills, teach them to socialize and play, help them gain greater levels of independenc

Our scientists' ability to have an impact at scale allows us to attract some of the brightest minds in machine learning, artificial intelligence and related fields. Amazon scientists employ the company's working backwards method to identify problems to solve on behalf of customers in research areas

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases. With a track record of global leadership in bone marrow transplantation, HIV/AIDS prevention, immunotherapy and COVID-19 vac

As a Toddler Teacher at Primrose School of West Bellevue, you'll create a fun, safe environment for little ones who are constantly on the move. Work with your co-teacher to implement the lesson plans from the research-informed Balanced Learning® curriculum.

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases.Based in Seattle, Fred Hutch is the only National Cancer Institute-designated cancer center in Washington.With a track record

The Clinical Research Program at Benaroya Research Institute (BRI) works together with clinicians at Virginia Mason Medical Center to bring clinical research opportunities to patients, giving them access to clinical trials for over 100 different conditions including cancer, digestive disease, cardio

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases. We are seeking a detail-oriented Pharmacist Informaticist to support our study teams orders build in Epic for cancer researc

Complete requisition forms, assemble kits for upcoming research visits, transport laboratory samples, and ensure samples are processed and shipped according to study specific guidelines, while tracking and maintaining research supplies. Minimum one year experience in a clinical research or cancer re

Operationalizing software in a large-scale environment with high availability requirements. Software development experience with Java, Scala, and Python. Software Engineer, Research Infrastructure (University Grad).

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases.Based in Seattle, Fred Hutch is the only National Cancer Institute-designated cancer center in Washington.With a track record

Regional Sales Representative: Environmental Monitoring, Compliance & Validation Services. Your role encompasses the entire sales lifecycle, including initial sales strategy, research and prospecting, deal closing, and client expansion. Quotes prices and credit terms and prepares sales contracts for

Competitive pay / M-F 8a-5p CST - As a Data Entry Specialist you'll: Key in important insurance information from one system to another under specific time frames; Verify the accuracy of new states and products between legacy and new policy system; Conduct investigation and research into system error

Collaborate closely with PitchBook's industry and technology analysts, as well as other private company analysts, to understand sector trends, market ecosystems, and the competitive landscape. Analyst, Private Company Coverage. Our Institutional Research Group is looking for an experienced analyst t

DocCafe has an immediate opening for the following position: Nurse Practitioner - Academic/Faculty/Research in Seattle, Washington.

We are seeking an exceptional, multi-disciplined Senior Materials Designer who will elevate our material organization through material trend research, operational excellence and advanced innovation. The Senior Materials Designer will lead the overall material design process and work as a creative &

This includes defining product strategy, conducting market research, developing product roadmaps, and collaborating with cross-functional teams to ensure successful product launches. As the Principal Product Manager, you will be at the helm of shaping a platform that powers AI-driven solutions for t

The Operations Support Manager oversees daily operations, maintenance, space planning, and shared services with a focus on the Jeffrey T. The Research Facilities Operations Manager plays a vital role in developing processes, protocols, and innovations that influence the broader campus community and

Job Description We are seeking a Senior Associate Financial Planner for our wealth management firm in our Tukwila, WA Office. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and want to be involved in all aspects of the business, are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our team and culture will desire to work in a collaborative environment, acting in a fiduciary capacity for advisory relationships, and embrace technology. Position Overview This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. Strong understanding of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions. Responsibilities: • Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy, • Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation., • Post-client meeting tasks, including performing financial situation analysis, and coordinating planning implementation with outside professionals if necessaryAssist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting)., • Deliver financial planning advice for high-net-worth clientele, • Develop and manage ongoing client relationships independently, • Portfolio maintenance and management in conjunction with the Lead Financial Planner, • Support role on the Investment Committee, • Adding accounts to models, trading, rebalancing and tax loss harvesting using proprietary software., • Conducting ongoing fund research under the guidance of the Chief Investment Officer for updates to models, fund swaps., • Coordinating Portfolio reviews under the guidance of the Investment Committee., • Required FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents), • B.A. or B.S. degree, • CFP ® or other industry designations/credentials, • Self-starter, Organized with strong attention to detail, • Strong financial and analytical skills, • Able to work independently and keep the Planner aware of progress and hurdles Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only. Company DescriptionMainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships. Amazing culture and great leadership team.Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.\r\n\r\nAmazing culture and great leadership team.

Job Description Company Overview: We are a successful and growing financial planning firm with a seasoned client base and strong reputation. We care for our clients deeply and primarily grow through referrals. We work with people encountering important and complex life transitions. These changing life circumstances often create anxiety and uncertainty–leaving many people feeling stuck, overwhelmed, and unsure about where to start. We offer caring and objective guidance while being aware of the unique feelings and emotions being experienced by the people who have engaged us. We are currently a team of 2 supporting nearly 200 households and $400M in AUM. We run lean through outsourcing so that our people are wholly focused on the client experience. As we continue to grow, we are looking for an Associate Advisor to expand our team. We take the word “team” to a whole new level and collaborate to the fullest; very little happens within our client set that we don’t all know about. Position Overview/Summary: The Associate Advisor provides support to the advisory team, clients and overall firm. This is a unique role that is a blend of responsibilities, intended to relieve the Founder and client-facing team of some responsibilities, continue the proactive services that deepen our client relationships, and provide support to business functions that keep our business running. You will thrive on talking to people, be an active listener and a person that loves to see results accomplished and clients taken care of. You will be involved in coordinating various aspects of our clients' financial matters, ranging from investments, taxes, insurance, and trusts, through their financial plan. Acting as an extension of our advisory team, you will be responsible for data gathering and analysis, input into our financial planning software, complex case research and resolution, and reporting. You will work with our current and prospective clients proactively, you will be managing our COI network, as well as strategize and implement process and system efficiencies. In addition to technical mastery, you are reliable, dependable, and highly loyal. Your resourcefulness and attention to detail are always accompanied by impeccable follow-through. You efficiently navigate and oversee tasks from initiation to completion, being a true project manager. You can work autonomously without the need for micro-management and hold yourself accountable for completing your responsibilities. You balance that with the ability to listen, be empathetic, and genuinely care for people. You bring a growth mindset and are consistently looking for ways to improve the mastery of your craft, including being coachable and mentored. Most importantly, you are energized by working within a team and have a passion for helping those around you. Duties and Responsibilities: Planning/Advisory Team Support • Engage and support clients through the data collection process, • Analyze and research information for plan development, • Organize, review and prepare the data for analysis, • Produce detailed client road maps, presentations and analyses for meetings with clients and prospects using a combination of systems, • Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner, • Assist the advisors in the preparation of upcoming client meetings; attend meetings for the purpose of notetaking and follow up, • Proactively manage client database, relationships, their life details and updates/changes, and checking in to see how they are doing and to see if there is anything more (or differently) we can be doing for them, • Proactively manage prospective client pipeline, • Proactively manage relationships with like-minded professionals (CPAs, attorneys, counselors, health insurance agents, 401k providers, aging providers, etc), • Existing relationships, • Communicating with our clients to keep them updated and to resolve any issues that may arise, • Once a prospect becomes a client, be the point person for the onboarding process, • Documenting their expectations (how often would they like to hear from us?), • Explaining the things we can offer (like online access, certain reports, invites to events, our newsletter), • Walking them through the setup of online accounts (Albridge, Morningstar, etc), • Support the coordination and promotion of client events, • Provide back up to advisory team and operations as needed and during vacations, • It is important for all staff to understand the fundamentals of what occurs within the office environment; even when not part of a primary role, • Communicate with broker dealer and product contacts, • Continue to build out systems that are repeatable, professional and clear, • Thought partner with advisory team exhibiting a desire to take on projects, from initial idea through execution Qualifications: • 3+ years of progressive experience in the wealth management industry, supporting one or more financial advisors required, • Bachelor’s degree required, preferably in finance, financial planning, or a related field, • SIE, Series 7 and either Series 63/65 or 66 highly preferred, • FPQP, CFP, or similar designations preferred, or desire to obtain, • Knowledge of broker-dealer/RIA platforms and trading systems, experience with Osaic systems is strongly preferred, • Familiarity and Knowledge with financial planning software is required, eMoney experience is highly preferred, • Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required, • The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player, • Excellent communication (written and verbal), relationship building, and organizational skills, • Demonstrated ability to multi-task, delegate, and manage a busy workload

Job Description About the Company We are a dynamic international holding company operating across the United States, New Zealand, Europe, and Canada. Our portfolio spans multiple industries, with a core mission of advancing sustainability, regeneration, and business for the environment. As we continue to expand our global reach, we are seeking an Executive Assistant with sophistication, discretion, and the ability to thrive in a fast-paced, globally connected environment. Position Overview The Executive Assistant will serve as a trusted partner to the Managing Director, ensuring operational excellence, seamless communications, and strategic efficiency. This role requires a globally minded professional who is comfortable navigating multiple time zones, adept at international coordination, and willing to travel occasionally. The ideal candidate will combine organizational mastery with adaptability and cultural sensitivity. Key Responsibilities * Calendar & Prioritization: Proactively manage the MD’s schedule across global time zones, balancing strategic priorities and operational demands. * Travel Management: Coordinate complex domestic and international travel arrangements (flights, accommodations, itineraries) with attention to detail, efficiency, and sustainability. * Meeting Preparation: Draft agendas, compile briefing materials, track action items, and ensure follow-through post-meeting. * Global Communication: Serve as the first point of contact for internal teams and external partners, ensuring timely, polished, and professional communication. * Project Coordination: Support the MD on high-level projects, research, and confidential assignments. * Confidentiality: Manage sensitive and proprietary information with discretion. * Systems & Operations: Maintain digital organization of documents, workflows, and administrative processes. Qualifications * Experience: 5+ years supporting a senior executive or C-suite leader, ideally within a multinational or globally oriented organization. * Skills & Attributes: * Exceptional organizational and prioritization abilities. * Excellent written and verbal communication skills. * Proficiency with Microsoft Office Suite, Google Workspace, and project management tools. * Ability to work independently in a high-paced, remote environment. * Cultural fluency and comfort working across geographies. * Professional presence with diplomacy, discretion, and a proactive mindset. * Location: Preference for candidates based on Bainbridge Island, WA, with flexibility for Seattle-based applicants. * Flexibility: Availability for occasional travel and to adjust to varying time zones when necessary. Why Join Us? This is an opportunity to contribute to a purpose-driven, globally impactful organization where innovation and sustainability drive every decision. You’ll be working closely with leadership on initiatives that are shaping industries, communities, and the future of business. Application Process Interested candidates should submit a resume and cover letter describing their relevant experience and explaining why they are excited about this role and the company’s mission to . Include “Executive Assistant to the Managing Director" in the subject line. Disclosures * IO is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law. * IO participates in the E-Verify program in certain locations, as required by law. * This role requires a background check and a robust Non-Disclosure Agreement due to the sensitive nature of the information the successful candidate will be exposed to and the daily interactions that will occur. Company DescriptionInside Out LLC was founded by Suzy Amis Cameron, a noted environmental leader and business pioneer, committed to caring for our wild, living Earth. As the CEO and Founder of Inside Out LLC, Suzy Amis Cameron leads a global team of changemakers working at the intersection of food, fashion, media, and education to find new and better ways to bring game-changing solutions to market. Her ethos is built around a 'new way' of finding collective solutions that balance life with human beings, with the intention, always, of driving imagination and thoughtful impact. Inside Out LLC represents the culmination of Suzy’s passion, commitment and entrepreneurial drive to change the world, bringing together an exceptional team to execute on her vision.Inside Out LLC was founded by Suzy Amis Cameron, a noted environmental leader and business pioneer, committed to caring for our wild, living Earth. As the CEO and Founder of Inside Out LLC, Suzy Amis Cameron leads a global team of changemakers working at the intersection of food, fashion, media, and education to find new and better ways to bring game-changing solutions to market. Her ethos is built around a 'new way' of finding collective solutions that balance life with human beings, with the intention, always, of driving imagination and thoughtful impact. Inside Out LLC represents the culmination of Suzy’s passion, commitment and entrepreneurial drive to change the world, bringing together an exceptional team to execute on her vision.

Job Description The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and strive to exceed our clients’ expectations. The Simmons Group is seeking an Associate Wealth Planner to join our independent and seasoned financial advisory group. The ideal candidate will be an energetic professional who cares about the quality of their work, enjoys working in collaboration within a team, and offers strong listening and communication skills. To be successful in the Associate Wealth Planner role, candidates must be detail oriented, organized, and have an analytical mindset. This position will work on-site full-time in our Seattle office. At The Simmons Group, we believe that each of our associate’s interest in personal and professional development is critical to our ongoing and continued success. This opportunity provides excellent potential for career advancement within our team. Some of the Key Responsibilities of the Associate Wealth Planner: • Support the financial advisors and consultants through the financial planning process, • Collaborate with financial advisors and consultants to prepare and update comprehensive financial plans, including cash flow analysis, retirement projections, tax strategies, and estate planning, • Conduct research and analysis on investment opportunities, asset allocation strategies, and financial products, • Prepare client deliverables and meeting materials as needed, • Gather and organize client data and financial information to support the development of comprehensive financial plans, • Ensure compliance with firm policies and regulations, • Stay up to date with tax law changes, investment strategies, and financial planning trends, • Bachelor’s degree in Finance, Economics, Accounting, Business, or related field required, • 0–3 years of experience in wealth management, financial planning, or investment research, • Knowledge of core financial planning competencies, including cash flow and retirement planning, insurance and risk management, estate planning, and tax strategy, and their role in supporting a client’s long-term financial goals, • Series 7 (or willing to attain in the first 6 months of employment), • Series 65/66 (or willing to attain in the first 6 months off employment), • CERTIFIED FINANCIAL PLANNER®, • Proficiency in Microsoft Excel, • Ability to multi-task and manage competing demands; proven organizational and prioritizing abilities, • Self-motivated with the ability to work independently and in collaboration with the firm’s leadership, team, and peers, • Dependable, trustworthy, and dedicated, • Maintain a professional appearance, address clients in a friendly, sincere, and professional manner, • Medical, Dental and Vision plans, • Health Savings Account (HSA), • Short Term Disability plan (STD), • Long Term Disability plan (LTD), • Employee Assistance Program (EAP), • Flexible Spending Account (FSA), • 401k Retirement Plan, • Commuter Benefit, • Paid Time Off, • Paid Holidays To learn more, please visit: The Simmons Group has partnered with All Things HR, an external HR consulting company, to assist with their recruitment process. If you would like to be a part of this dynamic team, please apply today! Our company provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Responsible for providing Clinical Research support for all clinical trials. Responsible for procurement of budgets, contracts, regulatory documents, and other administrative documents as related to clinical research functions.

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases. With a track record of global leadership in bone marrow transplantation, HIV/AIDS prevention, immunotherapy and COVID-19 vac

Bachelor's Degree from an accredited college or university and a minimum experience of 2 years as a Clinical Research Coordinator within the past five years OR current certification as a Certified Clinical Trial Investigator (CCTI), Certified Clinical Research Coordinator (CCRC), OR Certified Clinic

Minimum two years' experience in a clinical research or cancer registry environment with regulatory or human research protections. Certified Clinical Research Coordinator (CCRC) or certification as Clinical Research Professional (SOCRA). The CRC II reports to the Senior Manager/Manager of Clinical T

Certified Clinical Research Coordinator (ACRP), Certified Clinical Research Professional (SOCRA), or equivalent certification preferred. The role is a key member of the Clinical Readiness Team within the Fred Hutch Clinical Research Support Department, and actively collaborates with Clinical Trial N

Take ownership of the security research function to contribute to the security blog and speak at security conferences. Candidates that will excel in the role have technical backgrounds within security and are well-versed in manually identifying vulnerabilities as well as having a track record of wri

Proven experience as a Civil Construction Specification Writer or similar role in the construction industry; required. Research, write, and update detailed construction specifications for various civil engineering projects, such as roads, bridges, buildings, water infrastructure, and other construct

Good knowledge of, and skill in applying, applicable clinical research regulatory requirements. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. IQVIA is a leading global provider of clin

Offered Position: Program Manager II. Bachelor's degree or foreign equivalent degree in Business Administration, Management, Finance, Engineering, Operations Research, or a related field and three years of experience in the job offered or as a Program/Project Manager, or a related occupation. Bachel

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases. With a track record of global leadership in bone marrow transplantation, HIV/AIDS prevention, immunotherapy and COVID-19 vac

Complete requisition forms, assemble kits for upcoming research visits, transport laboratory samples, and ensure samples are processed and shipped according to study specific guidelines, while tracking and maintaining research supplies. Minimum one year experience in a clinical research or cancer re

Deep user empathy and sharp product instincts, with a bias toward rapid iteration and learning. For overall team productivity, we optimize meeting hours in the Pacific time zone. We are seeking a senior product manager to take ownership of Truveta's generative AI research intelligence tools.

Manage the complete product lifecycle, from customer research, through strategic planning and roadmaps, to launch, product adoption, and customer feedback. Partner with UX designers and software developers to deliver products based on roadmaps. Develop marketing campaigns to create awareness and inc

Position Summary: The Material Handler is responsible for providing material movement and logistics support to internal and external customers at our research laboratories in Seattle.As part of the Supply Chain group, the Material Handler will help facilitate the safe receipt, storage, retrieval, an

Summer Advisory Internship: Cross-Departmental Learning - Bellevue, WA. To deepen your understanding of the full client experience, this internship includes exposure to several key departments, such as Investment Research, Client Operations, and Professional Services, each playing a vital role in ho

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases. Based in Seattle, Fred Hutch is the only National Cancer Institute-designated cancer center in Washington. With a track reco

We are actively expanding our Clinical Research Support (CRS) team to support Principal Investigators (PIs) and research study teams who are focused on mission-critical clinical trial programs. Excellent computer skills including ability to use wide variety of software packages for research data man

Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases.Based in Seattle, Fred Hutch is the only National Cancer Institute-designated cancer center in Washington.With a track record

Certified Clinical Research Coordinator (CCRC) or certification as Clinical Research Professional (SOCRA). This individual will work under limited supervision of the Principal Investigator, Clinical Research Nurse or Clinical Research Manager and will be required to perform his/her responsibilities

The Subramanian Lab is seeking a highly motivated and capable Lab Manager I to oversee vivarium operations, manage general lab maintenance and procurement, and contribute directly to research efforts focused on immune-mediated diseases.This is a full-time research staff position ideal for individual

Work collaboratively with the research team (faculty, postdoctoral fellows, research coordinators, research manager, health care specialists) to ensure that projects are executed successfully and completed within the required time frames to meet research objectives and metrics. Prior experience in a

Functions as key stakeholder and super-user for new process improvement initiatives undertaken by EHRP, including but not limited to Cerner and Clinical Trial Management Software (CTMS) projects. Creates and plans regulatory submissions, study budgeting, and contracting for research projects across

Job DescriptionDescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry. Key Responsibilities • Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs., • Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals., • Build and maintain strong client relationships, fostering trust and long-term partnerships., • Acquire and manage a book of business, expanding the firm's client base., • Conduct thorough financial analyses and market research to identify investment opportunities., • Ensure compliance with all regulatory requirements and ethical standards., • Participate in business development activities, including networking and client acquisition., • Stay up-to-date on industry trends, regulations, and product offerings. Skills, Knowledge and Expertise • Experience as a Financial Advisor., • Active Series 65 or 66 license required., • Active Health and Life Insurance licenses required., • Established book of business required., • Strong understanding of financial planning principles, investment strategies, and insurance products., • Excellent communication, interpersonal, and presentation skills., • Proven ability to build and maintain client relationships., • Self-motivated, results-oriented, and able to work independently., • Bachelor's degree in finance, economics, or a related field preferred., • Proficient with financial planning software and CRM systems. BenefitsHealth Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.

Job DescriptionAssociate Wealth Planner The Simmons Group - Seattle, WA The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and strive to exceed our clients’ expectations. The Simmons Group is seeking an Associate Wealth Planner to join our independent and seasoned financial advisory group. The ideal candidate will be an energetic professional who cares about the quality of their work, enjoys working in collaboration within a team, and offers strong listening and communication skills. To be successful in the Associate Wealth Planner role, candidates must be detail oriented, organized, and have an analytical mindset. This position will work on-site full-time in our Seattle office. At The Simmons Group, we believe that each of our associate’s interest in personal and professional development is critical to our ongoing and continued success. This opportunity provides excellent potential for career advancement within our team. Some of the Key Responsibilities of the Associate Wealth Planner: • Support the financial advisors and consultants through the financial planning process, • Collaborate with financial advisors and consultants to prepare and update comprehensive financial plans, including cash flow analysis, retirement projections, tax strategies, and estate planning, • Conduct research and analysis on investment opportunities, asset allocation strategies, and financial products, • Prepare client deliverables and meeting materials as needed, • Gather and organize client data and financial information to support the development of comprehensive financial plans, • Ensure compliance with firm policies and regulations, • Stay up to date with tax law changes, investment strategies, and financial planning trends, • Develop and maintain a foundational understanding of financial planning, investments, insurance, and financial markets to support client solutions and planning strategiesWhat the successful Associate Wealth Planner will have:, • Bachelor’s degree in Finance, Economics, Accounting, Business, or related field required, • 0–3 years of experience in wealth management, financial planning, or investment research, • Knowledge of core financial planning competencies, including cash flow and retirement planning, insurance and risk management, estate planning, and tax strategy, and their role in supporting a client’s long-term financial goals, • Series 7 (or willing to attain in the first 6 months of employment), • Series 65/66 (or willing to attain in the first 6 months off employment), • CERTIFIED FINANCIAL PLANNER®, • Proficiency in Microsoft Excel, • Ability to multi-task and manage competing demands; proven organizational and prioritizing abilities, • Self-motivated with the ability to work independently and in collaboration with the firm’s leadership, team, and peers, • Dependable, trustworthy, and dedicated, • Maintain a professional appearance, address clients in a friendly, sincere, and professional manner, • Detail oriented and demonstrates a commitment to accuracy, confidentiality, and delivers high quality work consistentlyCompensation Range:, • $80,000 to $120,000 annually, DOEBenefits:, • Medical, Dental and Vision plans, • Health Savings Account (HSA), • Short Term Disability plan (STD), • Long Term Disability plan (LTD), • Employee Assistance Program (EAP), • Flexible Spending Account (FSA), • 401k Retirement Plan, • Commuter Benefit, • Paid Time Off, • Paid Holidays To learn more, please visit: The Simmons Group has partnered with All Things HR, an external HR consulting company, to assist with their recruitment process. If you would like to be a part of this dynamic team, please apply today! Our company provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Powered by JazzHR OP6XSJD5N2