24 client advisor jobs at 10 companies in Deer Park, WA
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J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
1mo
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Private Wealth Client Associate
Spokane, Washington, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, ensure timely accurate client materials, learn new technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Financial Advisor
Spokane Valley, Washington, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, time management, critical thinking, communication, motivation, and legal US work authorization without sponsorship.
proprietary planning software
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Wealth Advisor
Spokane, Washington, United States
OnsiteFull Time
5+ YOEBachelor's in finance/accounting/economics required; 5+ years client-facing wealth planning experience; professional credentials (CFP, CPA, CFA, JD) and active Series 7 & 66 or Series 65; proficiency with financial planning software, Salesforce, and Microsoft Office.
Salesforce, Microsoft Office, eMoney, Holistiplan, Fidelity, Schwab
3d
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Beauty Advisor - Part Time
Spokane, Washington, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused experience; excellent communication; product-learning ability; reliability; and ability to lift and carry up to 50 pounds.
4d
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Beauty Advisor - Part Time
Spokane Valley, Washington, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, product-learning, teamwork, beauty interest, and ability to lift and carry up to 50 pounds.
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Associate Financial Advisor
Spokane, Washington, United States
$75k-$125k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years client experience in financial services, Series 7 and 66 (or 63 and 65), proficiency with Microsoft Office and CRM, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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Experienced Financial Advisor - Confidential Move Conversation
Spokane, Washington, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client relationship skills; financial planning licenses/certifications a plus.
5d
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Wealth Management Advisor - Spokane, WA
Spokane, Washington, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business with affluent clients, investment and financial planning expertise, Series 7 and 63, Series 65 or 66, and Life and Health Insurance License.
AI
4d
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Wealth Management Advisor - Spokane, WA
Spokane, Washington, United States
$100k-$110k/yr HybridFull Time
5+ YOERequires 5+ years managing a book of business and affluent client relationships, investment and financial planning expertise, FINRA Series 7 and 63, Series 65 or 66, and Life and Health Insurance License.
AI
2mo
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Financial Solutions Advisor Registration Candidate- Columbia South Basin
Seattle or Spokane or Kennewick or Renton or Coeur d Alene
$29-$34/hr OnsiteFull Time
Obtain securities licenses (SIE, Series 7, Series 66); build client relationships; manage time; and meet regulatory requirements; 1+ year financial services or sales preferred; bilingual Mandarin desired.
2w
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Estate and Document Attorney
Spokane, Washington, United States
$250-$350/hr HybridContract
Must be licensed in posted state, able to meet clients for document execution, strong written/verbal communication, time management, collaboration with tax and financial advisors.
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Branch Office Administrator - Spokane, WA
Spokane, Washington, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account tasks, scheduling, and documentation; strong analytical, detail, communication, and technology skills (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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