99 client advisor jobs at 33 companies in Sequim, WA
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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
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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.
1w
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Client Advisor, Part Time - Seattle Nordstrom
Seattle, Washington, United States
$24-$25/hr OnsitePart Time
Meet individual and team sales goals, master brand and product knowledge, advise clients across categories, use clienteling tools, retail or customer-facing experience preferred.
1w
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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
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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.
1mo
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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
1w
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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).
2mo
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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
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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
6d
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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
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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
1mo
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Insurance Advisor
Mill Bay, British Columbia, Canada
$21-$26/hr OnsiteFull Time
Sales-focused advisor with client relationship skills; insurance broker level 1 or working toward CAIB/CIP; 6+ months industry experience preferred; strong time management and confidentiality.
3mo
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Client Advisor, Auto Insurance (Victoria, British Columbia, CA)
Victoria, British Columbia, Canada
$48k-$56k/yr OnsiteAll Commitments Available
Customer-focused insurance professional; must have BC General Insurance Licence or commit to obtaining within 30 days; able to work weekends; strong communication and interpersonal skills; adheres to ICBC Code.
EPIC, ICBC system, Autolink, Private insurers portals
3mo
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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.
4d
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Financial Advisor
Seattle, Washington, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
1mo
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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
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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
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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.
5d
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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
1mo
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Associate Financial Advisor
Seattle, Washington, United States
$72k-$97k/yr OnsiteFull Time
3+ YOEUndergraduate degree in finance/accounting/economics, SIE and Series 7/66 (or 7/63/65) licenses, 3+ years client-facing investment experience, committed to pursuing CFP/CPWA within one year, strong presentation and communication skills.
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