As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans for clients using a wide range of products and services. You will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor. The role involves utilizing Fidelity's guidance tools, leveraging technology for efficient appointments, and growing relationships through proactive outreach.

Investment Consultant - Tukwila, WA

Investment Consultant

As an Investments Operations Consultant 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.

INVESTMENTS OPERATIONS CONSULTANT

Investments Operations Consultant

The Investment Consultant at CareFirst is responsible for the financial administration of CareFirst's pension and 401(k) plans, including oversight of plan assets, financial requirements, compliance, and third-party advisors and consultants. This role involves a deep understanding of retirement plans' financial requirements, internal and external processes, and regulatory compliance. The consultant will work closely with various departments and external partners to ensure optimal plan asset allocation, regulatory compliance, and financial fiduciary duties.

Investment Consultant (Remote)

The Associate Financial Advisor at Edward Jones is a key member of the client team, working under the leadership of a Financial Advisor to provide personalized investment and financial solutions. This role involves building meaningful relationships with clients, understanding their needs, and creating comprehensive strategies to achieve their goals. The position offers a supportive environment with paid training, a comprehensive compensation package, and opportunities for professional development.

Associate Financial Advisor

Join a distinguished $8.5B AUM alternative asset management firm with over 30 years of industry expertise. This role involves analyzing broad investment portfolios across diverse strategies, supporting the absolute return strategy by evaluating and managing co-investments, engaging with large institutional clients, and collaborating with the investment team to provide insights and drive strategic decisions. The position is based in Seattle, WA, offering the benefit of no state income tax.

Investment Analyst

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 - Seattle, WA - Market 21, Region 068

Financial Advisor

As a Financial Consultant 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 Consultant - Seattle, WA

Financial Consultant

FINANCIAL PLANNER

As a Financial Consultant at Empower, you will be part of the Empower Personal Wealth sales team, providing guidance on retirement savings goals such as 401K and IRA products. This role involves over the phone guidance at key life moments for customers, discussing account options to align with their retirement savings goals, and educating them on retirement plan information. The position offers a base salary plus incentive compensation, with the opportunity to promote to a Senior Financial Consultant for increased income potential.

Financial Consultant - Tukwila, WA

As a Monetary Strategy and Planning Consultant 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 and creating complex financial plans for an existing client base, supported by 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.

MONETARY STRATEGY AND PLANNING CONSULTANT

Monetary Strategy and Planning Consultant

The Investment Analyst at CareFirst is responsible for providing analytical support on various investment strategies and products for the reserve and pension portfolios. This role involves continuous data collection and interpretation, investment fee budgeting, and maintaining investment reporting for compliance and accuracy. The analyst will also support the Company-wide Investment Risk, Portfolio, and Accounting functions, coordinating trading activities and maintaining investment guidelines.

Investment Analyst, (Remote)

Our client is seeking a Financial Advisor responsible for managing the day-to-day responsibilities, priorities, and workload of client service teams. This role involves providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. The Advisor acts as the first point of contact for client communications, strategizes with the Lead Advisor, reviews client portfolios, and proactively considers investment and planning opportunities.

The Solutions Consultant at Palo Alto Networks is a key role focused on providing technical leadership and expertise in customers' security transformation journeys. This role involves defining technical solutions, ensuring value realization of investments, and evangelizing Palo Alto Networks' industry leadership in cybersecurity. The position requires a blend of technical and sales skills, including the ability to understand customer needs, create high-level designs, conduct technical validation efforts, and work closely with various teams to ensure customer implementation and adoption.

SOLUTIONS CONSULTANT, STRATEGIC ACCOUNTS

Solutions Consultant, Strategic Accounts

As a Principal Financial Functional Consultant at Workday, you will be part of the Workday Success Plans team, focusing on the post-Go-Live journey of customers. This role involves delivering a variety of programs and services to customers, including feature demonstrations, full feature deployments, and consulting engagements to solve business needs using Workday applications. You will act as a trusted Workday advisor, sharing your expertise in Workday Financials applications, particularly in Workday Strategic Sourcing, Intake Forms, Pipeline, Sourcing, Contracts Management, Supplier Relationship Management, Procurement, Requisitions/Purchase Orders, RFX, Receipts/Receipt Accruals, Supplier Portal, Procurement Cards, EDI Transactions, Supplier Accounts, Supplier Invoices, Matching, 1099 Processing, Inventory, Stock Requests/Fulfillment Processing, Par Management, Cycle Counts, Replenishment, Expenses, Spend Authorizations, Expense Report Processing and Repayments, Credit Card Processing, Travel Booking Records, and Major Responsibilities Include: Conducting research to ensure understanding of customer questions and related Workday concepts. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks. Troubleshooting product configuration to resolve or provide optimal product configuration to meet customer business requirements. Clearly and effectively communicating responses and value to customers. Creating and delivering customer presentations on how to use Workday features to achieve business goals (Accelerator Webinars). Providing one-on-one consulting guidance to accelerate customer feature adoption (Feature Accelerator). Reviewing customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews). Completing and maintaining product expertise and Workday Certification(s) along with familiarity with Workday roadmap. Keeping up to date with industry practices and the ability to engage with customers on those topics. Helping drive the creation of new programs to drive customer feature adoption.

PRINCIPAL FINANCIAL FUNCTIONAL CONSULTANT - WORKDAY SUCCESS PLANS - SPEND MANAGEMENT

Principal Financial Functional Consultant

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