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Private Client Advisor
Seattle, Washington, United States
HybridFull Time
Sales-focused advisor for mass affluent clients; requires FINRA SIE, Series 7, Series 63/65 or 66, state resident insurance licenses; high school required (BA preferred); valid driver's license and ability to travel occasionally.
2mo
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Client Advisor, Part-Time - Seattle Bravern
Bellevue, Washington, United States
$23-$26/hr OnsiteAll Commitments Available
Customer-focused client advisor with ability to build relationships, learn brand/product knowledge, and meet sales goals.
2mo
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Client Advisor- Bellevue Retail
Bellevue, Washington, United States
OnsiteFull Time
2+ YOE2+ years in premium or luxury retail sales; strong client relationships; operational and CRM skills; photography/creative arts interest; flexible schedule.
POS, CRM, Inventory management, Cash handling
3w
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1w
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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/yr OnsiteFull Time
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.
2w
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Client Advisor, Part-Time - Seattle Bravern
Seattle, Washington, United States
$23-$26/hr OnsitePart Time
Customer-focused with strong sales/commercial mindset, brand and product knowledge, ability to build long-term client relationships using clienteling tools; retail or customer-centric experience preferred.
3mo
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Private Client Advisor II
Seattle, Washington, United States
$100k-$275k/yr OnsiteFull Time
12+ YOELeads client management, develops business, strong communication; Series 7/63/65 (or 7/66) licenses; 12+ years private banking; targets $3M+ investable assets.
3w
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Client & Operations Advisor- Nordstrom Seattle
Seattle, Washington, United States
$20-$25/hr OnsiteFull Time
3+ YOE3+ years luxury retail experience with sales and operations; proven sales/CRM track record; experience with POS and SAP; strong communication, organization, and client service skills; flexible retail schedule.
POS, SAP
1mo
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Client Advisor, Seattle Rolex Boutique
Seattle, Washington, United States
OnsiteFull Time
2+ YOE2+ years in hospitality/service/retail, strong sales and clienteling skills, polished professional appearance, flexible availability (evenings/weekends), CRM experience, Microsoft Excel/PowerPoint/Office proficiency, excellent communication.
CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
3w
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Work From Home - Client Benefits Advisor
Everett, Washington, United States
RemoteFull Time
Guide and educate interested clients remotely; performance-driven, self-starter, coachable, competitive; no cold outreach required.
Zoom
1mo
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Premier Client Advisor - OR - Portland, WA - Seattle
Portland or Seattle
$65k-$85k/yr OnsiteFull Time
Experience in personal lines P&C insurance, state P&C license required, industry designation (ARM/CIC/CPRIA/CPCU) expected or pursuit, strong communication skills, familiarity with agency management systems.
Sagitta, WorkSmart
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Everett, WA
Everett, Washington, United States
$80k/yr OnsiteFull Time
2+ YOEAt least 2 years in a Financial Advisor role or equivalent financial services experience; Series 7 and Series 66 licenses required or must be obtained within 60 days; Life/Health/LTC license required or obtainable within 60 days; CFP preferred; Bachelor’s degree preferred.
金融, Series 7, Series 66
1w
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Client Service Associate (Kirkland, WA)
Kirkland, Washington, United States
$45k-$60k/yr OnsiteFull Time
Provide high-touch administrative support to financial advisors, manage client interactions, process transactions, open accounts, and prepare reports; CRM and Excel proficiency required; high school diploma required.
Client Relationship Management (CRM) software, Microsoft Excel
1mo
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Financial Advisor ( Family Advisor)
Bellevue, Washington, United States
$88k-$150k/yr HybridFull Time
3+ YOE3–5+ years in a client-facing financial advisory role; Series 63/65/66 licensure; knowledge of estate planning and asset management tools; strong communication and collaboration skills.
Salesforce, Orion, Wealthscape, eMoney, MindManager
1w
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Financial Advisor
Seattle, Washington, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain life/health and securities licenses (SIE, Series 6,7,63), entrepreneurial drive, strong communication and critical thinking.
2w
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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
3w
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Virtual Account Advisor
Seattle, Washington, United States
RemoteFull Time
High school diploma or college preferred, strong verbal and written communication, client-facing experience; sales or client services experience a plus; comfortable using CRM and managing follow-up.
CRM
1w
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Beauty Advisor - Flex
Seattle, Washington, United States
$22-$25/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, availability for nights, weekends, and holidays.
1mo
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Beauty Advisor - Flex
Bellevue, Washington, United States
$22-$25/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, ability to lift up to 50 pounds, availability for nights, weekends, and holidays, and ability to meet minimum weekly hours.
1d
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Advisor- Highland Private Wealth Management
Bellevue, Washington, United States
$160k-$170k/yr HybridFull Time
5+ YOE5+ years advising experience, proven book growth, Series 65 required, bachelor’s degree required, CFP/CFA/CPA/JD preferred, strong business development and client relationship skills.
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