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Reposted 3 Days AgoSaved
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In-Office
Seattle, WA, USA
Easy Apply
Mid level
Mid level
Fintech • Machine Learning • Professional Services • Software • Financial Services
As a Support Analyst, you will assist members with technical issues, provide solutions quickly, and help refine customer-facing AI support while maintaining success metrics.
Top Skills: Ai ToolsFinancial Services Technology
Reposted 11 Days AgoSaved
Easy Apply
In-Office
3 Locations
Easy Apply
Senior level
Senior level
Fintech • Machine Learning • Professional Services • Software • Financial Services
Join a team of wealth advisors to craft and implement financial plans, collaborate with tech teams, and provide financial guidance.
Reposted 11 Days AgoSaved
Easy Apply
In-Office
3 Locations
Easy Apply
Junior
Junior
Fintech • Machine Learning • Professional Services • Software • Financial Services
The Financial Planning Associate will support the Financial Planning team by onboarding members, answering queries, assisting with organization and product automation projects, and contributing to the membership learning library.
Top Skills: Financial Services Technology
Reposted 11 Days AgoSaved
Easy Apply
In-Office
3 Locations
Easy Apply
Senior level
Senior level
Fintech • Machine Learning • Professional Services • Software • Financial Services
This role involves hosting demos, building client relationships, meeting sales targets, managing the sales pipeline, and staying updated on industry trends.
Top Skills: SaaS
Reposted 11 Days AgoSaved
Easy Apply
In-Office
3 Locations
Easy Apply
Senior level
Senior level
Fintech • Machine Learning • Professional Services • Software • Financial Services
The Lead Tax Advisor provides expert tax planning, compliance, and consulting services, optimizing tax strategies for individual clients, and reviewing tax returns to ensure accuracy and compliance.
Top Skills: Financial Analysis ToolsTax Planning Software
Reposted 11 Days AgoSaved
Easy Apply
In-Office
3 Locations
Easy Apply
Senior level
Senior level
Fintech • Machine Learning • Professional Services • Software • Financial Services
The Tax Planner will provide expert tax planning and compliance services to individual clients, ensuring alignment with regulatory requirements and client goals.
Top Skills: Google WorkspaceLacerteProconnect
Reposted 11 Days AgoSaved
Easy Apply
In-Office
3 Locations
Easy Apply
Senior level
Senior level
Fintech • Machine Learning • Professional Services • Software • Financial Services
Join a team as a Senior Financial Planner to create financial plans, support members, assist product teams, and deliver financial advice.
Top Skills: Financial Services Technology
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