144 client advisor jobs at 34 companies in Seattle, WA
1mo
Save
Mark Applied
Hide
Private Client Advisor
Seattle, Washington, United States
HybridFull Time
Sales-focused advisor for mass affluent clients; requires FINRA SIE, Series 7, Series 63/65 or 66, state resident insurance licenses; high school required (BA preferred); valid driver's license and ability to travel occasionally.
2mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Associate 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 Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1w
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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.
6d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
6d
Save
Mark Applied
Hide
Client Advisor with Athletic Background
Bellevue or Seattle or Tacoma
$78k-$109k/yr HybridFull Time
Bachelor's degree required; strong communication and interpersonal skills; goal-oriented, team-oriented, and willing to obtain required financial licenses (support provided).
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Everett, Washington, United States
RemoteFull Time
Guide and educate interested clients remotely; performance-driven, self-starter, coachable, competitive; no cold outreach required.
Zoom
3d
Save
Mark Applied
Hide
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.
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
3d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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
20h
Save
Mark Applied
Hide
Financial Advisor
Bellevue, Washington, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
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.
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
Beauty Advisor - Flex
Seattle, Washington, United States
$22-$25/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, availability for nights, weekends, and holidays.
1w
Save
Mark Applied
Hide
P1 Advisor Non-Exempt
Tacoma, Washington, United States
$36k/yr HybridFull Time
Obtain FINRA Series 7, state securities registration (S63 or S66), IAR registration (S65 or S66) and state life/health/variable product appointments within 150 days; strong communication, sales and client relationship skills; four-year degree preferred.
Explore Jobs
Expand Your Job Search
Top Cities Near Seattle for Client Advisor
- Client Advisor jobs in Tacoma, WA
- Client Advisor jobs in Bellevue, WA
- Client Advisor jobs in Kent, WA
- Client Advisor jobs in Everett, WA
- Client Advisor jobs in Renton, WA
- Client Advisor jobs in Federal Way, WA
- Client Advisor jobs in Kirkland, WA
- Client Advisor jobs in Auburn, WA
- Client Advisor jobs in Marysville, WA
- Client Advisor jobs in Redmond, WA
- Client Advisor jobs in Lakewood, WA
- Client Advisor jobs in Shoreline, WA
- Client Advisor jobs in Sammamish, WA
- Client Advisor jobs in Burien, WA
- Client Advisor jobs in Olympia, WA
- Client Advisor jobs in Lacey, WA
- Client Advisor jobs in Bothell, WA
- Client Advisor jobs in Edmonds, WA
- Client Advisor jobs in Puyallup, WA
- Client Advisor jobs in Bremerton, WA