18 client advisor jobs at 5 companies in Othello, WA
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Senior Wealth & Trust Advisor
Walla Walla or Kennewick or Yakima
$107k-$166k/yrOnsiteFull Time
Baker BoyerOTC Markets: BBBK: Provides community banking, wealth management, and local financial advisory.
Senior fiduciary advisor with experience in trust/estate administration and client relationship management; finance/accounting degree; CPA or JD preferred.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Provide personalized consultations and product recommendations; retail or client-facing experience; strong communication and teamwork; able to lift up to 50 lbs; available nights, weekends, and holidays.
Bachelor's degree in finance/accounting or related field required; experience in financial consulting preferred; strong analytical, communication, and client-relationship skills; financial planning credentials a plus.
Bachelor's degree in finance/accounting or related field required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning licenses/certifications are a plus.
Bachelor's degree in finance/accounting, strong analytical and communication skills; experience in financial consulting preferred; ability to build client relationships; financial planning credentials are a plus.
Bachelor's degree in finance/accounting or related; financial consulting experience preferred; strong analytical, communication, and client-relationship skills; licenses/certifications in financial planning a plus.
Bachelor's in finance/accounting or related; financial consulting experience preferred; strong analytical, problem-solving and communication skills; ability to build client relationships; financial planning certifications a plus.
Stop Building Someone Else's Dream - Remote Opportunity
Pasco, Washington, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote sales role with virtual consultations, needs assessment, and client relationship management; no cold calling; weekly pay; training and mentorship.
Tired of Your Income Being Capped? Work from Home Opportunity
Pasco, Washington, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote work with flexible schedule; virtual client consultations; build relationships; administrative tasks; no cold calling; weekly pay; mentorship; access to industry tools.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills. Financial planning licenses/certifications are a plus.
Bachelor's in finance/accounting or related required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning licenses/certifications a plus.
Bachelor's degree in finance/accounting required; experience in financial consulting preferred. Strong analytical, communication, and client relationship skills. Licenses or certifications in financial planning a plus.
Bachelor's degree in finance/accounting or related, experience in financial consulting preferred, strong analytical, communication and client-relationship skills; financial planning licenses/certifications are a plus.
Bachelor's degree in finance/accounting or related field required; experience in financial consulting preferred. Strong analytical, communication, and client-relationship skills; financial planning licenses/certifications are a plus.