20 client advisor jobs at 9 companies in Plummer, ID
2w
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J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
4w
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Private Wealth Client Associate
Spokane, Washington, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, ensure timely accurate client materials, learn new technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Financial Advisor
Coeur D Alene, Idaho, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial and client-facing experience; strong communication and critical thinking.
1mo
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Wealth Advisor
Spokane, Washington, United States
OnsiteFull Time
5+ YOEBachelor's in finance/accounting/economics required; 5+ years client-facing wealth planning experience; professional credentials (CFP, CPA, CFA, JD) and active Series 7 & 66 or Series 65; proficiency with financial planning software, Salesforce, and Microsoft Office.
Salesforce, Microsoft Office, eMoney, Holistiplan, Fidelity, Schwab
2w
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Associate Financial Advisor
Spokane, Washington, United States
$75k-$125k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years client experience in financial services, Series 7 and 66 (or 63 and 65), proficiency with Microsoft Office and CRM, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Experienced Financial Advisor - Confidential Move Conversation
Spokane, Washington, United States
HybridFull Time
Bachelor's degree in finance/accounting or related field; experience in financial consulting preferred; strong analytical, communication, and client relationship skills; financial planning licenses/certifications a plus.
1w
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Financial Advisor - Spokane, WA - Market 04, Region 172
Spokane, Washington, United States
$45k-$100k/yr OnsiteFull Time
Must obtain SIE, Series 7 and Series 66 (registrations within three months); state insurance license required; bachelor’s preferred or equivalent experience; financial services or sales experience; commitment to training and client relationship building.
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
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.
1mo
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Associate - Northwest Pinnacle Group - Moscow, Idaho
Moscow, Idaho, United States
$60k-$85k/yr HybridFull Time
Active Series 7 and Series 66 plus resident state life/health/annuities registration; satisfactory background check and fingerprinting; preferred 2+ years in financial services; strong communication and client relationship skills.
1w
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Estate and Document Attorney
Spokane, Washington, United States
$250-$350/hr HybridContract
Must be licensed in posted state, able to meet clients for document execution, strong written/verbal communication, time management, collaboration with tax and financial advisors.
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