HiringCafe
Join our community

204 client advisor jobs at 43 companies in Washington

3w
Save
Mark Applied
Hide
Private Client Advisor
Seattle, Washington, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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.
Job PostingView all
2mo
Save
Mark Applied
Hide
Client Advisor, Part-Time - Seattle Bravern
Bellevue, Washington, United States
$23-$26/hr OnsiteAll Commitments Available
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Customer-focused client advisor with ability to build relationships, learn brand/product knowledge, and meet sales goals.
Job PostingView all
2mo
Save
Mark Applied
Hide
Client Advisor- Bellevue Retail
Bellevue, Washington, United States
OnsiteFull Time
Leica Camera
Leica Camera: Premium manufacturer of cameras, lenses, and sports optics.
2+ YOE2+ years in premium or luxury retail sales; strong client relationships; operational and CRM skills; photography/creative arts interest; flexible schedule.
POS, CRM, Inventory management, Cash handling
Job PostingView all
3w
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
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
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
Job PostingView all
3w
Save
Mark Applied
Hide
Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
Job PostingView all
1w
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
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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.
Job PostingView all
2w
Save
Mark Applied
Hide
Client Advisor, Part-Time - Seattle Bravern
Seattle, Washington, United States
$23-$26/hr OnsitePart Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Customer-focused with strong sales/commercial mindset, brand and product knowledge, ability to build long-term client relationships using clienteling tools; retail or customer-centric experience preferred.
Job PostingView all
3mo
Save
Mark Applied
Hide
Private Client Advisor II
Seattle, Washington, United States
$100k-$275k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOELeads client management, develops business, strong communication; Series 7/63/65 (or 7/66) licenses; 12+ years private banking; targets $3M+ investable assets.
Job PostingView all
4w
Save
Mark Applied
Hide
Client & Operations Advisor- Nordstrom Seattle
Seattle, Washington, United States
$20-$25/hr OnsiteFull Time
Valentino
Valentino: Designs and retails luxury apparel, footwear, and fashion accessories.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Advisor, Seattle Rolex Boutique
Seattle, Washington, United States
OnsiteFull Time
Tourneau
Tourneau: Retailer of luxury timepieces and certified pre-owned watches.
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
Job PostingView all
3w
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Everett, Washington, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Guide and educate interested clients remotely; performance-driven, self-starter, coachable, competitive; no cold outreach required.
Zoom
Job PostingView all
1mo
Save
Mark Applied
Hide
Premier Client Advisor - OR - Portland, WA - Seattle
Portland or Seattle
$65k-$85k/yr OnsiteFull Time
USI Insurance Services
USI Insurance Services: Insurance brokerage and risk management consulting services.
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
Job PostingView all
2mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management – Private Client Advisor - Everett, WA
Everett, Washington, United States
$80k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEAt least 2 years in a Financial Advisor role or equivalent financial services experience; Series 7 and Series 66 licenses required or must be obtained within 60 days; Life/Health/LTC license required or obtainable within 60 days; CFP preferred; Bachelor’s degree preferred.
金融, Series 7, Series 66
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Wealth Advisor
Vancouver, Washington, United States
$145k-$175k/yr OnsiteFull Time
Riverview Bank
Riverview BankNASDAQ: RVSB: Provides community banking, commercial lending, and trust management services.
5+ YOESenior Wealth Advisor with 5-7 years of client-facing wealth management experience; Bachelor's degree; CFP preferred; knowledge of trust and fiduciary law.
Microsoft Office
Job PostingView all
1w
Save
Mark Applied
Hide
Client Service Associate (Kirkland, WA)
Kirkland, Washington, United States
$45k-$60k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provide high-touch administrative support to financial advisors, manage client interactions, process transactions, open accounts, and prepare reports; CRM and Excel proficiency required; high school diploma required.
Client Relationship Management (CRM) software, Microsoft Excel
Job PostingView all
2mo
Save
Mark Applied
Hide
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Experience Specialist
United States or California or Colorado or Connecticut or Maryland or Nevada or Rhode Island or Washington or New York City
$45k-$60k/yr RemoteFull Time
SmartAsset
SmartAsset: Online marketplace for financial advisor matching and personal finance tools.
1+ YOE1+ year high-volume call center experience required; comfortable with quota-driven metrics and outbound calling. Must log CRM interactions, schedule advisor consultations, communicate clearly, adapt quickly, and work some holidays/weekends. Remote within contiguous U.S.
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Advisor ( Family Advisor)
Bellevue, Washington, United States
$88k-$150k/yr HybridFull Time
Parcion Private Wealth
Parcion Private Wealth: Multi-family office providing holistic wealth management for business owners.
3+ YOE3–5+ years in a client-facing financial advisory role; Series 63/65/66 licensure; knowledge of estate planning and asset management tools; strong communication and collaboration skills.
Salesforce, Orion, Wealthscape, eMoney, MindManager
Job PostingView all
1mo
Save
Mark Applied
Hide
Advisor (MI, US)
Michigan or California or Chicago or Colorado or Florida or Illinois or New York or North Carolina or South Carolina or Tennessee or Texas or Virginia or Washington or West Virginia
$62k-$95k/yr RemoteFull Time
Livingston International
Livingston International: Provides customs brokerage and international trade compliance services globally.
0+ YOE0-2 years experience; ability to analyze data, manage multiple projects, think strategically, solve problems, deliver client service, strong communication and collaboration; Bachelor's degree preferred.
Job PostingView all
1w
Save
Mark Applied
Hide
Financial Advisor
Seattle, Washington, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to build client relationships, obtain life/health and securities licenses (SIE, Series 6,7,63), entrepreneurial drive, strong communication and critical thinking.
Job PostingView all

Explore Jobs

Expand Your Job Search