- KeyBank (Seattle, WA)
- …+ FINRA Series 7 and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Equitable (Bellevue, WA)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... + **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- KeyBank (Covington, WA)
- …+ FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- NASCO (Olympia, WA)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... product innovation, distribution, and market access + Develops business cases and financial models to inform partnership decisions and measure ROI + Manages a… more
- NASCO (Olympia, WA)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... client landscape changes + Effective change management skills + Effective financial management skills **Preferred Knowledge, Skills, and Abilities:** + Experience… more
- Deloitte (Seattle, WA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Seattle, WA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- NASCO (Olympia, WA)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... such as go-live training **Budget & P&L:** Ensure the financial viability of the product by: + Manages scope...package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
- NASCO (Olympia, WA)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... internal stakeholders, such as finance and management, to align financial transactions to the General Ledger + Evaluates and...package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and… more
- NASCO (Olympia, WA)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... Our full benefit package is designed to support the physical, mental, and financial health of our associates. We offer: **Physical and Mental Health Benefits** +… more