166 client advisor jobs at 36 companies in Kenmore, 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.
1w
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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 Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
1d
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BOTTEGA VENETA Client Advisor, Seattle
Bellevue, Washington, United States
$21-$26/hr OnsiteFull Time
1+ YOERequires 1–2 years of retail sales experience, strong communication and client relationship skills, fashion interest, sales goal achievement, extended standing, ladder climbing, and lifting 5–8 lb packages.
4d
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Private Client Advisor II
Seattle, Washington, United States
$100k-$275k/yr OnsiteFull Time
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.
3d
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Private Client Advisor II
Seattle, Washington, United States
OnsiteFull Time
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.
5d
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Client Advisor, Full-Time - Seattle Bravern
Bellevue or Seattle
$23-$26/hr OnsiteFull Time
3+ YOEPrevious retail or customer-centric experience preferred, with passion for luxury retail, product knowledge, client relationships, sales, and commercial performance.
clienteling tools
4w
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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.
3w
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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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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.
2mo
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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
2d
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BOTTEGA VENETA Client Advisor, Seattle
Bellevue or Seattle
$21-$26/hr OnsiteFull Time
1+ YOERequires 1–2 years of retail sales experience, strong communication, fashion interest, sales and KPI achievement, customer relationship skills, and ability to work extended periods on the sales floor.
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
3w
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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
2w
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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
3w
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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.
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.
1w
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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
2w
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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.
1mo
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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
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