126 client advisor jobs at 32 companies in Issaquah, WA
3mo
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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.
3d
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Client Advisor - Bellevue, Washington
Bellevue, Washington, United States
$21-$23/hr OnsiteFull Time
2+ YOEMinimum 2 years of retail experience, preferably in luxury; hospitality or client-oriented service experience accepted. English communication required; Microsoft Word, Excel, and Outlook proficiency required.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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Vice President, Client Advisor
Seattle, Washington, United States
$140k-$200k/yr OnsiteFull Time
10+ YOE10+ years in wealth or trust services, strong new-business development track record, supervisory experience, working knowledge of trust and estate legal documents, bachelor’s degree required; CTFA/CFP/CFA/CPA preferred, valid driver’s license.
1mo
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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 Nordstrom
Seattle, Washington, United States
$24-$25/hr OnsitePart Time
Drive sales and achieve targets, master brand and product knowledge, use clienteling tools to build long-term client relationships; retail or customer-facing experience preferred.
1mo
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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
2mo
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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
1w
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J.P. Morgan Wealth Management – Private Client Advisor - Port Orchard, WA
Port Orchard, Washington, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; valid Series 7 and Series 66 (or 63/65) and life/health/long-term-care insurance licensure; CFP preferred; bachelor’s preferred.
2mo
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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
6d
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Work From Home - Client Benefits Advisor
Tacoma, Washington, United States
RemoteRemote
Requires strong customer service, communication, interpersonal, and team leadership skills, along with a commitment to professional growth and work-life balance.
Zoom
1w
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Independent Financial Advisor
Bellevue, Washington, United States
OnsiteFull Time
Established financial advisors seeking an independent affiliation; experience in client advisory, business development, and regulatory compliance preferred.
2mo
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Wealth Management Client Associate
Seattle, Washington, United States
$25-$44/hr OnsiteFull Time
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
1d
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Client Advisor with Athletic Background
Tacoma or Seattle or Bellevue
$78k-$109k/yr OnsiteFull Time
Bachelor's degree, strong communication and interpersonal skills, goal orientation, customer service ability, and willingness to obtain required insurance and financial licenses.
YouTube
3mo
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Senior Wealth Advisor
Seattle, Washington, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP or CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales orientation.
2d
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Client Service Associate
Lynnwood, Washington, United States
$54k-$71k/yr OnsiteFull Time
2+ YOETwo years of relevant registered investment advisor or broker-dealer experience preferred, with finance and investment market knowledge, critical thinking, attention to detail, multitasking, adaptability, and confidentiality.
3w
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Financial Advisor (Family Advisor)
Bellevue, Washington, United States
$88k-$150k/yr HybridFull Time
3+ YOE3+ years client-facing advisory experience; Series 63/65/66 required or obtainable; strong financial planning, estate planning, and advanced planning tool knowledge; excellent communication and attention to detail.
Salesforce, Orion, Wealthscape, eMoney, MindManager
1w
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Financial Advisor
Bellevue, Washington, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
1mo
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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.
1mo
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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.
1mo
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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.
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