- Atria Wealth Solutions (Vancouver, WA)
- …Credit Union, in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for ... Financial Services, LP, (Member FINRA/SIPC). CFS is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment … more
- CBRE (Seattle, WA)
- …client management skills, deep experience in sustainability within real estate investment management, and a passion for driving ESG performance and decarbonization ... and reporting. - Manage client relationships and serve as a trusted advisor on sustainability topics. - Oversee GRESB reporting processes and ensure timely,… more
- Stantec (Seattle, WA)
- …in the region. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. -… more
- Paychex (Seattle, WA)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative . + May be required to travel outside of geographical territory for… more
- CBRE (Olympia, WA)
- …Americas Consulting team. This role is ideal for a strategic advisor with deep expertise in organizational design, process mapping/governance, and enterprise ... distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design workshops,… more
- KeyBank (Seattle, WA)
- …Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the ... lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate (required) +… more
- Port of Seattle (Seattle, WA)
- …to address community concerns. + You will serve as a strategic advisor to OEDI and other executive leaders on environmental justice-related policies, practices, ... implement, and manage a Port-wide environmental justice framework - defining investment priorities, criteria, and cross-functional team structures to address key… more
- CBRE (Seattle, WA)
- …join CBRE's Global Business Information Security team and serve as a trusted advisor between cybersecurity and business operations. You will serve as a catalyst for ... each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations… more
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