10 jobs matching your criteria
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Wealth Manager
access_time Posted 1 month ago
account_balance Garde Capital, Inc.
location_on Seattle
Working knowledge of financial markets and/or securities related experience. * CPA, JD, CFP, CFA or other advanced planning certification. * Experience helping clients in optimizing tax and estate ...
Associate Attorney
access_time Posted 1 month ago
account_balance Crane & Merriman, PC
location_on Seattle
Although he no longer prepares tax returns and maintains his CFP and securities licenses, he can help you pursue a practice in those areas as well. Pat J. Merriman is from Missouri, born and bred
Regional Insurance Strategist - Remote
access_time Posted 23 days ago
account_balance Crump Life Insurance Services
location_on Seattle
... CFP, etc) 9. Life Insurance licensed and FNRA registered
Financial Advisor
access_time Posted 8 days ago
account_balance Northwestern Mutual - Puget Sound
location_on Seattle
Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required * Up-to-date knowledge of the ...
Client Advisor
access_time Posted 29 days ago
account_balance Freestone Capital Management
location_on Seattle
CFP or other industry designation preferred * Minimum 4-6 years in an investment management and/or financial advisory services role with demonstrated ability secure and manage client relationships
Senior Wealth Advisor
access_time Posted 1 month ago
account_balance Atlas
location_on Seattle
Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC certification * Currently advising a $25m+ book of business as the primary advisor * Significant experience as an advisor or in client ...
Client Manager
access_time Posted 1 month ago
account_balance Freestone Capital Management
location_on Seattle
CFP designation preferred, or willingness to obtain within the first two years * Knowledge of investment solutions and financial planning required * Excellent skills in Microsoft Office Suite (Word ...
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID...
access_time Posted 1 month ago
account_balance Avantax Planning Partners
location_on Seattle
CFP certification. * Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. * Completion of ongoing Continuing Education credits is required. * A valid Driver ...
Wealth Management Associate
access_time Posted 2 months ago
account_balance Equitable Advisors
location_on Bellevue
These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314 ...
Financial Advisor
access_time Posted 2 months ago
account_balance Atria Wealth Solutions
location_on Shelton
Certified Financial Planner (CFP) designation * Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
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