52 client advisor jobs at 23 companies in Longview, WA
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
Full Time IWC Client Advisor
Portland, Oregon, United States
OnsiteFull Time
3+ YOEHigh school diploma or equivalent; 3 years sales/hospitality experience; CRM proficient; strong networking and communication skills.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
2d
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Tigard, Oregon, United States
$150k-$200k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years relevant experience, Series 65/CFP/CFA required, experience with high-net-worth clients, proficiency with eMoney and MoneyGuide Pro, team leadership and clean U4 required.
eMoney, MoneyGuide Pro
2w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Tigard, Oregon, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations, strong client service in retail or hospitality, physical ability to lift up to 50 lbs, excellent communication and product knowledge.
1w
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Portland, Oregon, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail experience providing excellent client service, strong communication, ability to lift up to 50 pounds, passion for beauty and trends, reliable attendance and flexible availability.
2mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Vancouver, Washington, United States
$18-$23/hr OnsitePart Time
Passion for beauty, client-facing retail or service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills.
handheld scanners, multiple frequency devices
4d
Save
Mark Applied
Hide
PWM Private Wealth Advisor
Portland, Oregon, United States
$127k-$155k/yr OnsiteFull Time
8+ YOE8+ years working with high/ultra-high net worth clients; bachelor's degree or equivalent experience; NMLS registration; strong relationship management, analytical, and communication skills.
2w
Save
Mark Applied
Hide
Senior Tax Strategy Advisor
Rockford or Beaverton or Fullerton or Los Gatos or Walnut Creek or Westlake Village
$140k-$180k/yr HybridFull Time
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
Explore Jobs