As an Investment Consultant at Charles Schwab, you will be empowered to make an impact on your career through innovative thought and creative problem solving. This role serves as the first step towards becoming a Financial Consultant, offering exposure and experience in building a book of business through proactive outbound calls to existing clients, needs-based analysis, and positioning appropriate products and solutions. You will learn from skilled Financial Consultants and have the opportunity to advance within the Branch Network.

Investment Consultant - Redmond, WA

Investment Consultant

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- Lynnwood, WA

As an Investment Consultant at Charles Schwab, you will learn and grow within our Branch Network, preparing for a path towards becoming a Financial Consultant. This role involves proactive outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis, and positioning appropriate products and solutions. You will observe and learn from skilled Financial Consultants, gaining valuable experience in the finance industry.

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

The Product Specialist - Alternative Investments at Principal Financial Group will work closely with the Senior Managing Director, Head of Global Wealth Alternatives, to establish and lead efforts related to market research, product development, vehicle launch, marketing, and distribution to drive growth in AUM from retail, High Net Worth, and affluent investor sectors through intermediaries. This role involves serving as a technical expert to distribution team members, establishing relationships with external service providers, and collaborating on strategic product and initiative creation.

PRODUCT SPECIALIST - ALTERNATIVE INVESTMENTS

Product Specialist - Alternative Investments

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 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)

As a Finance Specialist at Stryker, you will serve as the primary point of contact for Flex Financial, Stryker's equipment finance group, supporting a Regional Finance Manager towards their quota achievement in a specific region of the United States. This role involves managing finance deals, pricing proposals, facilitating contracts, and maintaining relationships with sales representatives across Stryker's business units.

Finance Specialist - Flex Financial(remote)

Finance Specialist

Investment Consultant - Tukwila, WA

The Funding Specialist at Kiavi is responsible for guiding loans through the funding and closing process after the loan closing documents have been prepared. This role involves working closely with the loan origination team, closing agents, borrowers, and internal team members to ensure a smooth and efficient closing experience. The specialist will also foster relationships with closing agents, brokers, and borrowers, and suggest improvements to the closing process.

Funding Specialist (6+ month contract with benefits)

Funding Specialist

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 Senior ETF Specialist at T. Rowe Price will be a senior member of the ETF Specialists Team, focusing on investor education and representing the ETF business in internal and external forums. This role involves partnering with sales associates across Global Distribution to promote T. Rowe's ETF capabilities, playing a key role in supporting investor inquiries and sales opportunities related to T. Rowe Price ETFs, and participating in various speaking opportunities. The position requires a deep understanding of the ETF ecosystem, exceptional communication skills, and the ability to travel extensively.

Senior ETF Specialist

The Grant and Financial Specialist at Brown University manages all matters pertaining to grants administration, both financial and administrative, and has financial oversight and administrative responsibility for sponsored projects. This role involves high-level comprehensive pre- and post-award management, subcontract administration, financial analysis, and serving as the administrative liaison between various stakeholders and principal investigators. The position is remote-eligible and requires flexibility to work outside normal business hours as needed.

Grant and Financial Specialist

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Investment Specialist Jobs in Lynnwood, WA Hiring Now

Investment Consultant - Redmond, WA

Investment Consultant- Lynnwood, WA

Investment Consultant - Redmond, WA

Investment Analyst

PRODUCT SPECIALIST - ALTERNATIVE INVESTMENTS

INVESTMENTS OPERATIONS CONSULTANT

Investment Consultant - Redmond, WA

Investment Analyst, (Remote)

Finance Specialist - Flex Financial(remote)

Investment Consultant - Tukwila, WA

Funding Specialist (6+ month contract with benefits)

Investment Consultant - Redmond, WA

Investment Consultant (Remote)

Senior ETF Specialist

Grant and Financial Specialist