44 client advisor jobs at 18 companies in Carson, WA
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Private Client Advisor
Portland, Oregon, United States
HybridFull Time
Sales-focused advisor serving mass affluent clients; requires FINRA SIE, S7 and S66 or S63+S65, resident state insurance licenses, high school diploma (BA preferred), valid driver’s license, and demonstrated sales/relationship skills.
1mo
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Client Advisor- Portland
Portland, Oregon, United States
$19-$25/hr OnsiteFull Time
3+ YOE3+ years retail or client-facing experience; proven commercial results; proficiency with POS, client tracking systems, and Microsoft Outlook; ability to work flexible hours including nights, weekends, and holidays; authorization to work in the US.
Point of Sales (POS), client tracking systems, Microsoft Outlook
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Client Advisor - Marine
Portland, Oregon, United States
HybridFull Time
7+ YOE7+ years industry experience focused on Marine (Hull, Liabilities, P&I, Builders Risk); P&C license or ability to obtain; Bachelor's degree preferred; client-facing advisory and renewal strategy skills.
1mo
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Work From Home - Client Benefits Advisor
Oregon City, Oregon, United States
RemoteFull Time
Remote client-facing advisor role guiding and educating inbound interested clients; competitive, self-starting, coachable individuals sought. No cold outreach; path to leadership and uncapped income.
Zoom
2w
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Private Client Advisor II
Portland, Oregon, United States
OnsiteFull Time
12+ YOESeries 7/63/65/66 licensing (or willingness to obtain), SAFE Act registration for mortgage origination, 12+ years private banking/complex financial services experience, strong business development and client advisory skills.
2w
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Private Client Advisor II
Portland, Oregon, United States
OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) licensure expected, SAFE Act registration, 12+ years private banking/complex financial services experience, ability to drive new business for $3M+ investable assets, strong client management and sales skills.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Beaverton, OR
Beaverton or Portland
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent, active Series 7, Series 66 (or 63/65) and life/health/long term care insurance licenses required (or to be obtained within 60 days); CFP and bachelor’s degree preferred; strong client acquisition and goals-based planning skills.
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
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Senior Wealth Advisor
Vancouver, Washington, United States
$145k-$175k/yr OnsiteFull Time
5+ YOESenior Wealth Advisor with 5-7 years of client-facing wealth management experience; Bachelor's degree; CFP preferred; knowledge of trust and fiduciary law.
Microsoft Office
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Senior Investment Advisor, CFP®
Portland, Oregon, United States
$100k-$150k/yr HybridFull Time
7+ YOEBachelor's degree; 7+ years as an Investment Advisor; active Series 65; CFP designation; experience with high-net-worth clients.
Microsoft Office, eMoney, Charles Schwab, Orion, Wealthbox
4d
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Financial Advisor
Portland, Oregon, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and authorization to work in the US without sponsorship.
proprietary planning software
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
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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.
2mo
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Financial Advisor
Clackamas, Oregon, United States
$90k-$110k/yr OnsiteFull Time
4+ YOE4+ years in wealth management; 4-year degree in business/finance/economics; CFP/CPA/MBA; Series 7, 66, 65; Insurance licenses; ability to source and convert prospects; strong planning and client service skills.
5d
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
1d
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Beauty Advisor - Part Time
Portland, Oregon, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; product knowledge; teamwork; reliability; and ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Full Time
Portland, Oregon, United States
$18-$21/hr OnsiteFull Time
Retail, hospitality, or client-focused service experience; strong communication and interpersonal skills; beauty and product knowledge; teamwork; and ability to lift up to 50 pounds.
1w
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Part-Time Beauty Advisor - Sephora
Clackamas, Oregon, United States
$18/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, basic math and computer skills.
handheld scanners
1mo
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Financial Advisor - Portland, OR - Market 30, Region 112
Portland, Oregon, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, obtain FINRA registrations (SIE, Series 7, Series 66) and state insurance license; bachelor’s degree strongly preferred or equivalent experience; sales/financial services background helpful.
2mo
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Energy Market Advisor - Energy Advisory Services (Remote)
United States or New York or Chicago or Jersey City or Austin or Denver or Seattle or Los Angeles or San Francisco or Washington or Dallas or Phoenix or Detroit or Portland or Miami or Knoxville
$106k-$189k/yr RemoteFull Time
7+ YOEBachelor's in energy/engineering/finance/economics, 7+ years in energy market modeling or utility planning, expertise with PLEXOS/ProMod/GridView, strong quantitative and client-facing skills; travel ~25%+.
PLEXOS, ProMod, GridView, Python, Microsoft Excel, R, SQL
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