7 banking advisor jobs at 4 companies in Kenmore, WA
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Private Client Advisor
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOERequires Series 7, 63 and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience and demonstrated client acquisition and wealth advisory expertise.
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOERequires Series 7, 63 and 65 or Series 7 and 66, and 12+ years of private banking or complex financial services experience. Requires high school diploma/GED; strong business development and client advisory skills.
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
2+ YOETwo+ years investment sales experience; active Life Insurance license, Series 7, Series 63 (if state requires), and Series 65/66; high school diploma (Bachelor’s preferred); proficient in MS Office.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
3+ YOEBachelor's degree or equivalent in sales/real estate; 3+ years mortgage lending and proven sales in retail banking; knowledge of local real estate market; excellent communication; knowledge of FHA/VA/FNMA/FHLMC guidelines.
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yrOnsiteFull Time
J.P. Morgan Private BankNYSE: JPM: J.P. Morgan Private Bank is a private banking and wealth-management business serving high-net-worth clients.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
Provide client service support to Financial Advisors; ensure timely/accurate client materials; maintain client relationships and adhere to bank policies.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce