FULL_TIME

FEED

UNKNOWN

You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.

HOUR

H&R Block

Block Advisors Tax Advisor

[AW]-iCims

YEAR

Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements). · Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.

Kestra Financial Independent Advisor

Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

Workable

Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Your Role: Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.

Brighton Jones

Lead Advisor - Seattle

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Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

Range Finance, Inc.

Financial Planner

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.

Senior Financial Planner

This role participates in the execution and continuous improvement of the firm's structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans—partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.

WaFd Bank

This role participates in the execution and continuous improvement of the firm''s structured planning process, as directed by leadership, helping to ensure consistency, quality, and a premium client experience across all planning engagements. Create comprehensive financial plans-partner with the Financial Planning team to build full financial plans, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations and other considerations.

WaFd Inc

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

Senior Wealth Advisor

HiringThing

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Develop and guide a culture of talent development to meet business objectives and strategy Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approach.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo Bank

Financial Advisory Senior Area Manager

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.

Ronald Blue & Co.

Executive Assistant /Paraplanner For Financial Adviser Office - Pacnorth

Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients. 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.

LPL Financial

Associate Wealth Advisor - Salal Credit Union

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor - Spokane, WA

TIAA

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.

Raymond James Financial Inc

Senior Associate Wealth Advisor

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.

Beacon Pointe Advisors

This employment opportunity at Boeing Employee Credit Union in Tacoma, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.

LPL Financial Services

Associate Advisor - Boeing Employee Credit Union

About the Wealth and Trust Advisor's Role: As a member of the DS Baker Advisors team, the primary role of the Wealth and Trust Advisor is the administration, retention, relationship management and development of selected trust, agency, estate and guardianship, cash management and retirement accounts. About DS Baker Advisors: This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey.

Baker Boyer Bank

Wealth & Trust Advisor

About the Senior Wealth and Trust Advisor's Role: As a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts. About DS Baker Advisors: This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey.

Financial Advisor Jobs in Washington

Block Advisors Tax Advisor H&R Block

Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth Kestra Financial Independent Advisor

Lead Advisor - Seattle Brighton Jones

Financial Planner Range Finance, Inc.

Senior Financial Planner Range Finance, Inc.

Financial Planner WaFd Bank

Financial Planner WaFd Inc

Senior Wealth Advisor Beacon Pointe Advisors LLC

Financial Advisory Senior Area Manager Wells Fargo Bank

Financial Planner Ronald Blue & Co.

Executive Assistant /Paraplanner For Financial Adviser Office - Pacnorth Kestra Financial Independent Advisor

Associate Wealth Advisor - Salal Credit Union LPL Financial

Wealth Management Advisor - Spokane, WA Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor - Spokane, WA TIAA

Senior Associate Wealth Advisor Raymond James Financial Inc

Senior Wealth Advisor Beacon Pointe Advisors

Associate Advisor - Boeing Employee Credit Union LPL Financial Services

Wealth & Trust Advisor Baker Boyer Bank

Senior Wealth & Trust Advisor Baker Boyer Bank

Financial Planner Blue Trust Inc

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