Top 1210 Finance Jobs in Madrona Wa

Financial Consultant- Redmond, WA
Fidelity Investments —Redmond, WA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Mentoring
- Communication skills
- Loan repayment program
- Tuition reimbursement
Director of Financial Planning
HealthPoint —Renton, WA
- $137,370 - $234,900 a year
- Hybrid work
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Wellness program
- Health savings account
Quick Apply
11d
Financial Advisor - Greater Seattle/Bellevue Area
Thrivent —Seattle, WA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Vice President of Finance
Spartan Investment Group —Seattle, WA
- $195,000 - $235,000 a year
- Full-time
- CPA
- Office
- Finance
- Profit sharing
- Disability insurance
Quick Apply
Controller - Pacific Northwest - Full-Time or Part-Time
Your Part-Time Controller, LLC —Seattle, WA
- $100,000 - $135,000 a year
- Part-time
- Hybrid work
- Spanish
- CPA
- 5 years
- Paid holidays
- Health insurance
Entry-Level Insurance Underwriting Assistant
Amwins —Seattle, WA
- $30 - $35 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Health insurance
Relationship Banker
Bank of America —Seattle, WA
- $25.00 - $27.88 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Financial Analyst II
Blue Origin —Seattle, WA
- $85,049.00 - $119,067.90 a year
- Full-time
- Background check
- DOT physical examination
- Mid-level
- Paid parental leave
- Paid holidays
Controller
Young Ocean Inc. —Kent, WA
- From $100,000 a year
- Weekends as needed
- Management
- 5 years
- Office
- Paid time off
- Parental leave
Quick Apply
Financial and Reporting Analyst - with Relocation Stipend to Central Oregon
Caring for Others —Seattle, WA
- $75,000 - $85,000 a year
- CPA
- Customer service
- ERP systems
- Paid holidays
- Dental insurance
Quick Apply
2d
Financial Advisor
Thrivent Financial —Federal Way, WA
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Part Time CFO Consultant
CFO Selections —Bellevue, WA
- $95 - $130 an hour
- Part-time
- Hybrid work
- CPA
- Bachelor of Science
- 11+ years
- Flexible schedule
Quick Apply
Financial Advisor - Entry Level Sales
Northwestern Mutual - Puget Sound —Bellevue, WA
- $70,000 - $250,000 a year
- Full-time
- Bachelor of Science
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Finance Director
BrightSpark Early Learning Services —Renton, WA
- $128,556 - $160,695 a year
- Weekends as needed
- Hybrid work
- Office
- GAAP
- Children
- Wellness program
- Paid holidays
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Seattle, WA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
9d
Financial Advisor - AI Trainer
DataAnnotation —Seattle, WA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
9d
Retirement Plans Specialist
MissionSquare —Washington State
- $84,880 - $127,330 a year
- Full-time
- Spanish
- Computer literacy
- Mid-level
- Tuition reimbursement
- 401(k) matching
Contract Senior Accountant / Assistant Controller
CFO Selections / The ASP Team —Seattle, WA
- $55 - $85 an hour
- Part-time
- 8 years
- Bachelor's degree
- GAAP
- Flexible schedule
Quick Apply
UW MEDICINE FINANCIAL REPORTING MANAGER
University of Washington —Seattle, WA
- $125,004 - $160,008 a year
- Full-time
- Management
- 5 years
- Research
12d
Financial Advisor
Edward Jones —Bremerton, WA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
3d

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finance jobs near madrona wa

Financial Consultant- Redmond, WA

Fidelity Investments -
Redmond, WA

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Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Loan repayment program
Tuition reimbursement
Paid time off
Parental leave
Retirement plan

Qualifications

Customer communication

Full Job Description

Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We’re Looking For

Previous success in building relationships, uncovering needs and recommending solutions

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

Being coachable, collaborative, and curious are your "go to" attributes

Committed to delivering an outstanding customer experience with a passion for seeing others thrive

Motivated by results and finding solutions, you take initiative and exceed customer expectations

Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future

Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills

You have a steadfast commitment to your clients while making a positive impact in the community

The base salary range for this position is $60,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Refine Your Search

finance jobs in madrona wa

Financial Consultant- Redmond, WA

Director of Financial Planning

Financial Advisor - Greater Seattle/Bellevue Area

Vice President of Finance

Controller - Pacific Northwest - Full-Time or Part-Time

Entry-Level Insurance Underwriting Assistant

Relationship Banker

Financial Analyst II

Controller

Financial and Reporting Analyst - with Relocation Stipend to Central Oregon

Financial Advisor

Part Time CFO Consultant

Financial Advisor - Entry Level Sales

Finance Director

Financial Advisor - AI Trainer

Financial Advisor - AI Trainer

Retirement Plans Specialist

Contract Senior Accountant / Assistant Controller

UW MEDICINE FINANCIAL REPORTING MANAGER

Financial Advisor

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