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Reposted 2 Days AgoSaved
In-Office
Washington, DC, USA
Mid level
Mid level
Financial Services
The Advisor manages client service teams, handles client communication, performs financial analysis, and prepares meeting deliverables for wealth management.
Top Skills: Microsoft Office Suite
2 Days AgoSaved
In-Office
Seattle, WA, USA
100K-120K Annually
Senior level
100K-120K Annually
Senior level
Financial Services
Leads talent acquisition operations by coordinating interviews, managing recruiting workflows and systems, improving data quality, and building reports and dashboards. Partners with recruiters and hiring managers to strengthen candidate experience, streamline processes, maintain ATS integrity, and implement scalable tools, documentation, and operating standards. The role also supports recruiting technology evaluation, process improvement, audits, analytics, and future workforce-planning initiatives.
Top Skills: Applicant Tracking SystemsData MigrationRecruiting TechnologyReporting PlatformsScheduling ToolsSystems Integrations
4 Days AgoSaved
In-Office
Seattle, WA, USA
200K-250K Annually
Expert/Leader
200K-250K Annually
Expert/Leader
Financial Services
Leads Brighton Jones’ Impact platform, including strategic impact planning, charitable giving, impact investing, corporate impact, partnerships, budgeting, and team development. This role builds the operating model and capabilities supporting impact offerings, drives adoption across business lines, oversees corporate initiatives, develops measurement frameworks, and collaborates with advisors, leadership, marketing, nonprofits, and investment partners.
16 Days AgoSaved
In-Office
Seattle, WA, USA
23-23 Hourly
Internship
23-23 Hourly
Internship
Financial Services
Temporary tax internship supporting data collection, tax-data entry, electronic work-paper preparation, and tax-team projects. Interns gain hands-on experience with individual income tax, trust, and gift tax compliance for high-net-worth clients while working alongside experienced tax professionals. The role is in-person in Seattle from January 26 through March 25, 2027, with a minimum availability of 15 hours per week.
Top Skills: Adobe AcrobatCch AxcessCheckpointMS OfficePfx ScanWindows
16 Days AgoSaved
In-Office
Dallas, TX, USA
16-16 Hourly
Internship
16-16 Hourly
Internship
Financial Services
Supports tax professionals by collecting and preparing client data, entering tax information into software, producing electronic work papers, and assisting with tax compliance tasks for individual, trust, and gift tax returns.
Top Skills: Adobe AcrobatCch AxcessCheckpointMS OfficePfx ScanWindows
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23 Days AgoSaved
In-Office
3 Locations
70K-100K Annually
Mid level
70K-100K Annually
Mid level
Financial Services
Supports business development and sales teams by managing prospect journeys, Salesforce pipelines, scheduling, proposals, reporting, dashboards, prospect research, and sales materials. Coordinates cross-functional collaboration, maintains pipeline integrity, tracks performance against targets, and supports revenue growth initiatives while handling multiple priorities.
Top Skills: LinkedInExcelMS OfficeMicrosoft PowerpointSalesforce
26 Days AgoSaved
In-Office or Remote
17 Locations
100K-140K Annually
Mid level
100K-140K Annually
Mid level
Financial Services
Provide personalized financial planning and investment guidance to clients, manage ongoing client relationships, maintain accurate CRM and financial planning records, educate clients on markets and portfolios, generate referrals, and support sales growth. The role requires CFP certification, advanced knowledge of financial planning areas, executive compensation expertise, strong communication, and proficiency with eMoney, Salesforce, and Microsoft Office.
Top Skills: EmoneyExcelMS OfficeMicrosoft WordSalesforceWindows
26 Days AgoSaved
In-Office
Washington, DC, USA
81K-100K Annually
Entry level
81K-100K Annually
Entry level
Financial Services
Supports wealth management client service teams through financial analysis, portfolio reviews, tax coordination, trade and wire execution, CRM management, and client meeting preparation. The role analyzes portfolios and specialized financial topics, coordinates with tax, investment, and estate planning teams, manages operational requests, and maintains accurate client records. It is a full-time, in-office position with training and mentorship.
Top Skills: CRMExcelMicrosoft Office SuitePortfolio Management SoftwareSalesforceWindows
One Month AgoSaved
In-Office
Portland, OR, USA
18-18 Hourly
Internship
18-18 Hourly
Internship
Financial Services
Summer interns gain hands-on exposure to financial planning, wealth management, client service, investments, and advisory work. Responsibilities include observing client meetings, preparing for team meetings, completing meaningful cross-functional projects, participating in mock client presentations, collaborating with other interns, and engaging in professional development and community activities. High-performing interns may be considered for a full-time Analyst role after graduation.
One Month AgoSaved
In-Office
Washington, DC, USA
19-19 Hourly
Internship
19-19 Hourly
Internship
Financial Services
Summer interns gain hands-on exposure to financial planning, client service, investments, advisory work, and wealth management operations. Responsibilities include observing client meetings, preparing for team meetings, completing meaningful projects, participating in a mock client presentation, collaborating across teams, attending professional development activities, and building relationships throughout the firm. High-performing interns may be considered for full-time Analyst opportunities after graduation.
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