Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateBothell, WAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Branch Office Administrator Edward JonesBranch Office AdministratorBonney Lake, WAWe recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorSeattle, WAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Tax Senior - Strategic Partnership Solutions DeloitteTax Senior - Strategic Partnership SolutionsSeattle, WA$78,675–$160,750 / yearWork you'll do As a Senior, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: + Supporting large operating partnership clients with U.S. federal income tax matters connected to public offerings, Up-C structures, and special purpose acquisition companies (SPACs) + Assisting with transaction-related tax work involving Securities and Exchange Commission (SEC) filings, registration statements, proxy statements, and post-offering activities + Collaborating with client executives, external counsel, underwriters, and capital markets stakeholders throughout the transaction lifecycle + Contributing to tax modeling, computation, and process improvement efforts, including identifying technical tax issues and implementing strategic tax structures + Supporting the development of proprietary technology, data analytics, and user-focused tools built around partnership tax principles A successful candidate would possess these skills: + Ability to work independently and collaborate as part of a team + Effective written and verbal communication skills + Meticulous attention to detail and quality of work product + Ability to build and sustain professional relationships + Ability to lead projects or workstreams + Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment + Strong interpersonal skills and professional demeanor + Ability to meet deadlines + Ability to provide clear guidance to others The team National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that delivers specialized tax services designed to address complex technical, transactional, and emerging business issues. + One of the following active accreditations obtained, in process, or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree in Tax, Accounting, or Law, including Master of Science in Taxation (MST), Juris Doctor (JD), or Master of Laws (LLM) + Experience at a Big 4 firm or large certified public accountant (CPA) firm + Experience supporting mergers and acquisitions transactions + Experience with Alteryx The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions DeloitteTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsSeattle, WA$105,375–$215,375 / yearWork you'll do As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: + Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities + Collaborating with client executives, external counsel, underwriters, and capital markets stakeholders throughout Securities and Exchange Commission (SEC) filing and transaction processes + Leading complex tax modeling and computation projects, identifying technical tax issues, and helping implement tax structures and process improvements + Supporting the development and enhancement of proprietary technology and data-driven solutions grounded in U.S. federal income tax principles + Leading engagement teams, mentoring professionals, managing client relationships, identifying service opportunities, and contributing to recruiting and marketplace initiatives A successful candidate would possess these skills: + Ability to work independently and collaborate as part of a team + Effective written and verbal communication skills + Meticulous attention to detail and quality of work product + Ability to build and sustain professional relationships + Ability to lead projects or workstreams + Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment + Strong interpersonal skills and professional demeanor + Ability to meet deadlines + Ability to mentor and provide clear guidance to others The team National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that brings together specialized tax offerings designed to address complex technical, transactional, and emerging business issues. + One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree in Tax, Accounting, or Law, including Master of Science in Taxation (MST), Juris Doctor (JD), or Master of Laws (LLM) + Experience at a Big 4 firm or large certified public accountant (CPA) firm + Experience with public offering transactions, including Up-C structures, special purpose acquisition companies (SPACs), or tax receivable agreements + Experience with mergers and acquisitions transactions + Experience using Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft Visio, or Alteryx + Experience managing project budgets, workplans, and multiple concurrent engagements The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Director of Transitions D.A. DavidsonDirector of TransitionsSeattle, WA$125,000–$145,000 / yearThis role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients. High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
Director Of Transitions D.A. DavidsonDirector Of TransitionsSeattle, WA$125,000–$145,000 / yearThis role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients. High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthSeattle, WA$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsWA$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Tax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsWA$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Senior, Private Equity Deloitte Touche Tohmatsu LtdTax Senior, Private EquitySeattle, WA$74,925–$153,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
Tax Senior - Private Wealth Deloitte Touche Tohmatsu LtdTax Senior - Private WealthSeattle, WA$74,925–$153,000 / yearAs a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Manager, Japanese Service Group (JSG) Deloitte Touche Tohmatsu LtdTax Manager, Japanese Service Group (JSG)Seattle, WA$107,925–$205,000 / yearOur spectrum of business tax services are relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Tax Manager - Tax Exempt Deloitte Touche Tohmatsu LtdTax Manager - Tax ExemptSeattle, WA$107,925–$205,000 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstateSeattle, WA$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxWA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Real Estate Deloitte Touche Tohmatsu LtdTax Manager - Real EstateWA$100,350–$205,000 / yearSolid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, investment partnerships, private equity, Real Estate Investment Trusts, real estate private equity funds, and other real estate owners and operators.
Tax Manager - Private Equity Deloitte Touche Tohmatsu LtdTax Manager - Private EquitySeattle, WA$123,000–$205,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
Director of Transitions D.A. Davidson & Co.Director of TransitionsSeattle, WA$125,000–$145,000 / yearThis role is responsible for building a scalable, compliant, and client-focused transition program that supports experienced advisors joining the firm and ensures a high-quality experience for their clients. High degree of integrity, emotional intelligence, and professional maturity, especially when serving as an escalation point on matters impacting advisor practices, client relationships, or firm reputation.
NewSales Account Executive Advice ChaserSales Account ExecutiveSeattle, WashingtonRequired Skills: Sales TeamCold CallingResearchSales Team ManagementHigh Performance Sales TeamsManagementSales ManagementDecision-MakingMarket ResearchLead SalesSales PlanSales RepsTelesalesSales CallSalesCommunicationCritical ThinkingBusiness. Must-haves: Solid work ethic, compassion and respect for colleagues, partners, and consumers, and a strong commitment to using critical thinking and creativity to help us grow as a company and a team.
Managed Assets Research Associate D.A. DavidsonManaged Assets Research AssociateSeattle, WA$90,000–$110,000 / yearCommunications with our financial advisors are primarily provided through quarterly presentations, model portfolio reports, client portfolio reviews, conference calls, and availability by direct phone or email for engagement with our advisors. We are looking for an associate with an organic interest in the financial markets and investments, who is motivated by the prospect of playing a vital role in delivering high level of service and quality investment solutions to our advisors and their clients.
Regional Sales Director - Northwest Envestnet IncRegional Sales Director - NorthwestWA$98,000–$140,000 / yearThis team operates at the intersection of sales, investment solutions, and practice management, partnering closely with Senior Account Executives, asset management distribution teams, and cross-functional partners across marketing, training, and product. As a generalist with deep technical and product expertise, the Regional Sales Director works directly in the field, collaborating closely with Senior Account Executives to execute territory strategy, advanced strategic priorities, and deliver measurable growth.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Private Wealth PlannerBellevue, WAYou will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. You should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Tax Planner RangeTax PlannerBellevue, WashingtonKnowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.
Tax Senior - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Senior - Credits & IncentivesWA$78,675–$160,750 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
Client Service Associate - Gig Harbor,Wa LPL Financial ServicesClient Service Associate - Gig Harbor,WaGig Harbor, WA$23.52–$39.17 / hourThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Wealth Management Client Associate U.S. BankWealth Management Client AssociateWoodinville, WA$24.23–$32.31 / hourPerforms administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateSeattle, WAWealth Management Client Associate Seattle, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Wealth-Management-Client-Associate\_26018939) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Wealth-Management-Client-Associate\_26018939) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Trust Strategist and Legal Assistant Robert W Baird & Co IncTrust Strategist and Legal AssistantSeattle, WA$56,100–$72,000 / yearThe Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
Trust Strategist And Legal Assistant Robert W. Baird & Co. IncorporatedTrust Strategist And Legal AssistantSeattle, WA$56,100–$72,000 / yearThe Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
Registered Client Service Associate Wedbush SecuritiesRegistered Client Service AssociateSeattle, WA$30–$33.65 / hourWedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.
Registered Client Service Associate (Seattle or Bellevue) Oppenheimer & Co. Inc.Registered Client Service Associate (Seattle or Bellevue)Seattle, WA$60,000–$70,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate WEDBUSH, Inc.Registered Client Service AssociateSeattle, WA$30–$33.65 / hourWedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.
NewExecutive Director & External Wholesaler, Wirehouse Channel - PacNW Morgan StanleyExecutive Director & External Wholesaler, Wirehouse Channel - PacNWSeattle, WAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products, including Mutual Funds, ETFs, SMAs, and Alternative Investments within the Wirehouse channel across the Pacific Northwest.
NewExecutive Director & External Wholesaler, Wirehouse Channel - Pacnw Morgan StanleyExecutive Director & External Wholesaler, Wirehouse Channel - PacnwSeattle, WAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products, including Mutual Funds, ETFs, SMAs, and Alternative Investments within the Wirehouse channel across the Pacific Northwest.
NewClient Relationship Manager, Client Services - Retirement Ascensus LLCClient Relationship Manager, Client Services - RetirementWAAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
NewClient Services Specialist First Technology Federal Credit UnionClient Services SpecialistBellevue, WA$96,000–$102,000 / yearFull timeAddison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business. This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected investment program.
NewSales Development Scheduler Advice ChaserSales Development SchedulerSeattle, WashingtonEvery day we help the best financial advisory practices to serve their clients and grow their practice while providing regular folks access to the best financial guidance and education. Required Skills: BonusCRMDecision-MakingCompensationCritical ThinkingSalaryTime ManagementSchedulingEducationSoftwareCommunicationManagement.
Regional Vice President - Bellevue, WA Advisor Talent SolutionsRegional Vice President - Bellevue, WABellevue, WashingtonPresented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We’re seeking a Regional Vice President (RVP) to lead financial advisor teams, drive revenue growth, and deliver an exceptional client experience across a designated region.
Private Wealth Management Analyst Morgan StanleyPrivate Wealth Management AnalystSeattle, WA$68,000–$120,000 / yearBusiness Development Support: • Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems • At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management. DUTIES and RESPONSIBILITIES: • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms.
Market Leader Invesco LtdMarket LeaderSeattle, WA$70,000–$75,000 / yearApproach all interactions as a consultant, starting with client needs and optimally using internal resources needed to meet those needs, including delivering insight-based education, mentoring, and portfolio construction consultations. Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
Insurance Agent - Poulsbo, WA Country FinancialInsurance Agent - Poulsbo, WAPoulsbo, WACOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. 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.
Insurance Agent - Bothell, WA Country FinancialInsurance Agent - Bothell, WABothell, WACOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. 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.
Insurance Agent - Tacoma, WA Country FinancialInsurance Agent - Tacoma, WATacoma, WACOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. 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.
Insurance Agent - Auburn, WA Country FinancialInsurance Agent - Auburn, WAAuburn, WACOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. 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.
Market Leader InvescoMarket LeaderSeattle, WashingtonApproach all interactions as a consultant, starting with client needs and optimally using internal resources needed to meet those needs, including delivering insight-based education, mentoring, and portfolio construction consultations. Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
Registered Client Service Associate Wedbush Morgan SecuritiesRegistered Client Service AssociateSeattle, WAJob DescriptionWedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesSeattle, WA$55,000–$115,000 / yearAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
Key Private Bank Senior Relationship Manager KeyCorpKey Private Bank Senior Relationship ManagerSeattle, WA$116,000–$216,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Business Banking Relationship Manager KeyCorpBusiness Banking Relationship ManagerSeattle, WA$80,000–$150,000 / yearLeads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio. The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations.