As a Vice President, Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to clients, with a focus on client asset consolidation, networking, and earning referrals. This role involves forming lasting relationships with clients based on trust, respect, and a common goal, all while having the support of Schwab's nurturing culture and diverse career opportunities.

VP, Financial Consultant - Seattle, WA

Vice President, Financial Consultant

The Director, Applications Financial Systems is responsible for the design, implementation, planning, mentoring, and directing the financial systems and applications team. This role involves developing and implementing process-driven technical knowledge, systems, data, and analytical skills, working in a cross-functional team environment, and collaborating effectively to implement and maintain solutions. The position is remote and based in Las Vegas, NV.

DIRECTOR, APPLICATIONS FINANCIAL SYSTEMS (REMOTE)

Director, Applications Financial Systems

As a Technical Director, Product - Financial Services at Nationwide, you will lead the development and maintenance of data sharing and data governance strategies across Retirement Solutions. This role involves aligning business initiatives focused on data distribution, partnering with IT and legal to ensure proper data storage and usage, and being the product development representative for Generative AI initiatives. The position requires collaboration with various teams to understand and meet data needs, and involves strategic planning, product development, and leadership in product strategy and profitability objectives.

TECHNICAL DIRECTOR, PRODUCT - FINANCIAL SERVICES (DATA DIRECTOR)

Technical Director, Product - Financial Services

As a Financial Services Representative at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

FINANCIAL SERVICES REPRESENTATIVE

Financial Services Representative

KPMG is seeking a Director in Financial Due Diligence for our Deal Advisory practice. This role involves leading buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors. The position requires managing and coordinating with clients, KPMG's engagement teams, and third-party diligence providers throughout the transaction process, as well as leading and participating in people development and business development efforts.

DIRECTOR, FINANCIAL DUE DILIGENCE

Director, Financial Due Diligence

As a Financial Services Representative at Fidelity, you will be part of a team dedicated to providing exceptional customer service and support. This role involves a combination of in-person and remote work, with a focus on growth and career development. You will support customers over the phone, preparing for a future role as the official face of Fidelity in Investor Centers. The role includes paid training to obtain Series 7 & 66 licenses, personalized support, and a clear career path.

Financial Services Representative - Seattle Locations

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Financial Services Representative (Sales and Related)

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. This role involves developing and growing your own practice, supported by a branch team, a home-office team, and other regional financial advisors. You will benefit from the firm's experience, with over 100 years of history and more offices in the U.S. and Canada than any other investment firm. This position is ideal for professionals seeking a career change, offering a supportive environment, comprehensive training, and the flexibility to balance personal and professional lives.

Financial Advisor - Paid Training Provided

Financial Advisor

Financial Advisor - Seattle, WA - Market 21, Region 068

We are seeking a Director of Finance to join our team in Bellevue, Washington. This role involves managing the financial aspects of the organization, including loan compliance, insurance oversight, tax compliance, and internal/external modeling projects. The Director of Finance will also support the IT department's spending and collaborate closely with the CFO on financing needs.

Director of Finance

The Senior Director Commercial Finance at Del Monte Foods, Inc. is a senior-level position responsible for financial planning and analysis, financial reporting, and strategic business support. This role involves cross-functional work, requiring a deep understanding of business drivers, metrics, and insights to deliver business results. The position offers a remote work setting and requires interaction with executive leadership and commercial business teams.

SENIOR DIRECTOR COMMERCIAL FINANCE

Senior Director Commercial Finance

As a Financial Representative at Fidelity Investments, you will play a crucial role in shaping the branch atmosphere through integrity, honesty, and client engagement. This position involves customer service, phone, or financial services experience, with a focus on developing long-lasting positive relationships with clients. The role includes identifying opportunities to deepen relationships, supporting the team through compliance and front lobby transactions, and acting as a technology champion.

Financial Representative - Tukwila, WA

Financial Representative

The Finance Administrator at Beacon Hill will support the finance and accounting teams with various project support, ensuring information to clients is timely, accurate, and organized. This remote position is estimated to be approximately 6 months due to a medical leave, with the potential to become permanent for the right individual. The role involves project management support, scheduling, planning, running meetings, presenting information, and providing updates on client information and deadlines.

Financial Accountant

Finance Administrator

The Account Director, Fund Administration at Carta is responsible for maintaining and improving customer health, including retention, engagement, and adoption of Carta’s products. This role involves leveraging technology to proactively engage with customers, managing customers through the renewal process, negotiating renewal outcomes, and building deep relationships with decision makers within customer accounts. The position requires a strong understanding of customer needs, the ability to maximize value from the Carta platform, and a focus on customer loyalty.

ACCOUNT DIRECTOR, FUND ADMINISTRATION

Account Director, Fund Administration

The Finance Director at the City of Edmonds is responsible for planning, organizing, directing, and managing all activities of the Finance Department in accordance with state and federal laws, as well as the City of Edmonds Municipal Code. This role involves developing, implementing, and operating processes and systems to facilitate the effective operation of various financial functions, coordinating strategic processes, and ensuring effective management and development of staff within the Finance department.

Finance Director

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Director of Financial Services Jobs in Seattle, WA Hiring Now