Top 7135 Senior partner Jobs in Bothell Wa

Financial Advisor
TPM Placement —Bellevue, WA
- $200,000 - $250,000 a year
- Full-time
- Background check
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
4d
Interior Designer (4+ Years)
Sechrist Design Associates (under new Ownership)! —Tukwila, WA
- From $65,000 a year
- Full-time
- AutoCAD
- Construction site
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sr. Industrial Designer- Housewares Industry
Progressive International/Division of Evriholder Products —Tukwila, WA
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- AutoCAD
- 5 years
- Health savings account
- Disability insurance
Quick Apply
Senior Director, Life Science and Healthcare Services
KG Investment Properties, LLC —Bellevue, WA
- $150,000 - $200,000 a year
- Full-time
- Google Workspace
- Engineering
- 11+ years
- Mileage reimbursement
- Health savings account
Quick Apply
7d
Sr. Electrical Safety Engineer, Global Process Safety Engineering, Workplace Health & Safety
Amazon.com Services LLC —Bellevue, WA
- $135,700 - $185,700 a year
- Full-time
- 6 years
- Children
- Senior level
- AD&D insurance
- Health insurance
3d
Sr Electrical Engineer, Last Mile Delivery & Technology, Last Mile Delivery & Technology
Amazon.com Services LLC —Bellevue, WA
- $137,300 - $185,700 a year
- Full-time
- 7 years
- Experience equivalent to degree accepted
- Senior level
- AD&D insurance
- Health insurance
Vice President of Sales
AFB Floors —Kent, WA
- From $215,000 a year
- Full-time
- Hybrid work
- Senior level
- Commercial
- Health savings account
- Health insurance
Quick Apply
Senior SBA Loan Coordinator
WaFd Bank —Seattle, WA
- $35.36 - $47.15 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid parental leave
- AD&D insurance
13d
Copy of Associate Veterinarian - Thriving Practice, Perfect Location - Woodinville Animal Hospital, Woodinville, WA
Woodinville Animal Hospital (Woodinville, WA) —Woodinville, WA
- From $126,000 a year
- Monday to Friday
- Mid-level
- Communication skills
- Paid holidays
- Relocation assistance
1d
Senior Amazon Content & SEO Specialist
Bayland Health —Bellevue, WA
- $85,000 - $95,000 a year
- Full-time
- Writing skills
- English
- Office
- Free parking
- Paid holidays
Quick Apply
Sr. Sales Manager, Associations & Corporate Conventions
Lynnwood Public Facilities District —Lynnwood, WA
- $90,000 - $105,000 a year
- Full-time
- Business development
- Contracts
- In-person
- Health savings account
- Paid holidays
Quick Apply
Senior Manager- Enterprise Applications
Charlie's Produce —Seattle, WA
- $150,000 - $165,000 a year
- Full-time
- Microsoft Excel
- Oracle
- Computer Science
- Free parking
- Profit sharing
Quick Apply
FOOD TECHNOLOGIST MOTLEY PLANT
Trident Seafoods Corporation —Seattle, WA
- $75,000 - $110,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
9d
Tutor (Per Diem/Various Disciplines)
SEIU 1199NW Training Fund —Renton, WA
- $25.20 - $34.28 an hour
- Part-time
- Hybrid work
- Background check
- School experience
- Classroom
Quick Apply
Senior Cook
Sodexo —Redmond, WA
- $21 an hour
- Online Application
- Customer service
- Mid-level
- Team management
- Paid holidays
- Health insurance
Senior Corporate Counsel, AWS Legal
Amazon.com Services LLC —Seattle, WA
- $183,100 - $247,700 a year
- Full-time
- Travel
- Senior level
- Communication skills
- AD&D insurance
- Health insurance
3d
Sales Manager, Social & Public Events
Lynnwood Public Facilities District —Lynnwood, WA
- $35 - $40 an hour
- Weekends as needed
- Mid-level
- Organizational skills
- Contracts
- Health savings account
- Paid holidays
Quick Apply
Director of People and Culture (HR)
Middleby Coffee Solutions Group —Renton, WA
- $125,000 - $135,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Sr. Customs Entry Writer
Carson Customs Brokers USA —Washington State
- From $25 an hour
- Full-time
- Remote
- Background check
- Sales
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Transportation Program Manager
Northshore Senior Center —Bothell, WA
- $29 - $32 an hour
- Full-time
- Background check
- CPR Certification
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for senior partner in bothell wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Advisor

TPM Placement
Bellevue, WA

Quick Apply

Job Details

Full-time
$200,000 - $250,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Retirement plan

Qualifications

Wealth management
Customer relationship building
CFP
Customer inquiry handling
Bachelor's degree
Client retention
Investment client management
Financial services
Series 65

Full Job Description

Financial Advisor

Location: Bellevue, Washington

Salary: $200,000 - $250,000 base salary

Status: Full-time; Hybrid (3 days in office per week)

We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. We want to use our time, resources and hearts to make the world a better place, for generations to come. Our community of clients share the same passion and commitment to ESG, sustainability, social justice, LGBTQ+ rights, solving food insecurity and human rights. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

We are excited to hire a Financial Advisor to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. You will serve as the relationship lead for clients who enjoy rich, detail-driven discussions about planning, strategy, and portfolio rationale. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment!

Who You Are:

● You view being an advisor as a calling rather than a profession.

● You can translate complex financial and investment concepts in a way that clients appreciate and trust.

● You are mission-driven, with a genuine interest in sustainability and aligning financial strategies with client values.

● You expect a lot of yourself, are driven to excel and understand that this is your life's work.

As a Financial Advisor, you will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment professionals create, manage and trade the portfolios.

In your new role, you can expect to:

● Take ownership of financial planning and investment management.

● Service the firm’s PNW clients together with local partner/senior advisor.

● Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.

● Analyze client’s income and asset situation; review and update client’s financial situation.

● Develop and present financial planning recommendations and/or alternatives.

● Take a proactive approach to client service and collaboration with colleagues.

● Stay up to date with market trends, financial products, and regulatory changes.

● Collaborate with other team members to enhance service delivery and client satisfaction.

● Be available for travel to the company’s New York City headquarters to support collaboration, strategic meetings, and team engagement several times a year.

Qualifications for this opportunity include:

● Bachelor’s degree

● 10 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations

● CFP® required. CFA, CPA, or CIMA preferred.

● Series 65 or willingness to obtain

● The ability to build lasting, high trust relationships with clients through exemplary client service

● Strong analytical background in planning, analysis, research, or another technical discipline. Comfort engaging clients at a deeper level.

● Very team-oriented

● Strong, adaptive technology abilities

● Intellectual curiosity and passion for our business

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

Job Type: Full-time

Pay: $200,000.00 - $250,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Education:

Bachelor's (Required)

Experience:

ESG: 3 years (Preferred)
Wealth management: 10 years (Required)
Financial Services: 10 years (Required)

License/Certification:

CFP (Required)
Series 65 (Required)

Ability to Commute:

Bellevue, WA 98004 (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior partner jobs in bothell wa

Financial Advisor

Interior Designer (4+ Years)

Sr. Industrial Designer- Housewares Industry

Senior Director, Life Science and Healthcare Services

Sr. Electrical Safety Engineer, Global Process Safety Engineering, Workplace Health & Safety

Sr Electrical Engineer, Last Mile Delivery & Technology, Last Mile Delivery & Technology

Vice President of Sales

Senior SBA Loan Coordinator

Copy of Associate Veterinarian - Thriving Practice, Perfect Location - Woodinville Animal Hospital, Woodinville, WA

Senior Amazon Content & SEO Specialist

Sr. Sales Manager, Associations & Corporate Conventions

Senior Manager- Enterprise Applications

FOOD TECHNOLOGIST MOTLEY PLANT

Tutor (Per Diem/Various Disciplines)

Senior Cook

Senior Corporate Counsel, AWS Legal

Sales Manager, Social & Public Events

Director of People and Culture (HR)

Sr. Customs Entry Writer

Transportation Program Manager

I want to receive the latest job alert for senior partner in bothell wa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected