18 client advisor jobs at 5 companies in Othello, WA

3mo
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Senior Wealth & Trust Advisor
Walla Walla or Kennewick or Yakima
$107k-$166k/yr OnsiteFull Time
Baker Boyer
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.
4w
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Beauty Advisor - Part Time
Kennewick, Washington, United States
$20-$23/hr OnsitePart Time
Sephora
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.
1mo
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Experienced Financial Advisor - Confidential Move Conversation
Pasco, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor's in finance/accounting or related; financial consulting experience preferred; strong analytical, communication, and client relationship skills; financial planning licenses/certifications a plus.
1mo
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Experienced Financial Advisor - Confidential Move Conversation
Kennewick, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
1mo
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Experienced Financial Advisor - Confidential Move Conversation
Richland, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
2w
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Credit Solutions Advisor - Columbia Mall
Kennewick, Washington, United States
$26-$31/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
2+ YOE2+ years mortgage or equivalent experience, consultative sales skills, client relationship management, financial analysis, strong communication, ability to work weekends/extended hours, SAFE Act registration required.
MS applications
1mo
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Financial Advisor - Washington (Career Changer / New to Industry)
Kennewick, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
1mo
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Financial Advisor - Washington (Career Changer / New to Industry)
Richland, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
1mo
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Financial Advisor - Washington (Career Changer / New to Industry)
Pasco, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
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
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
3mo
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Stop Building Someone Else's Dream - Remote Opportunity
Pasco, Washington, United States
RemoteFull Time
AO Garcia Agency
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.
Zoom, Web Conferencing, CRM
3mo
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Tired of Your Income Being Capped? Work from Home Opportunity
Pasco, Washington, United States
RemoteFull Time
AO Garcia Agency
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.
CRM, Video conferencing, Industry tools
3mo
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Seeking Professionals for a New Approach to an Old Industry
Pasco, Washington, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote role seeking motivated individuals for virtual consultations, client needs assessment, and relationship management.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Richland, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Richland, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Pasco, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Kennewick, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.
1mo
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Career-Transition Partnership - For Advisors Approaching Reduced Production
Kennewick, Washington, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
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.