Senior Home Lending Advisor- Bellevue, WA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor- Bellevue, WABellevue, WAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Wealth Management Advisor - Queen Anne, WA U.S. BankWealth Management Advisor - Queen Anne, WASeattle, WA$65,000–$80,200 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
NewLead Advisor, Pacific Northwest - KAR Virtus Investment Partners IncLead Advisor, Pacific Northwest - KARWARemote$120,000–$150,000 / yearThe Kayne Anderson Rudnick Lead Advisor ("LA") will partner with the Managing Director, Business Development Officer ("BDO") in their respective market in the development and management of clients, many of whom are referred via custodial referral programs. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.
Wealth Management Advisor U.S. BankWealth Management AdvisorAuburn, Washington$65,000–$80,200 / yearBasic Qualifications- Bachelor's degree, or equivalent work experience- Three to five years of experience in a financial sales position, preferably working with the affluent client segment- FINRA Series 7, 63, 65 or 66 license, and applicable state insurance licensePreferred Skills/Experience- Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding- Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services- Extensive knowledge of private banking products and services, including credit processes and policies- Ability to effectively present investment strategies to clients and maintains a holistic approach to planning- Strong relationship management, sales and new business development skills- Well-developed analytical and problem-solving skills- Excellent interpersonal, verbal and written communication skills- Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
NewPrincipal Cyber Risk & Strategy Advisor Proofpoint IncPrincipal Cyber Risk & Strategy AdvisorWashington, WA$200,300–$293,810 / yearExecutive Advisory & Scoping: Partner with enterprise clients, account executives & teams, and services leaders to lead strategic discovery sessions, translate complex risk profiles into commercial services proposals, and structure tailored solution roadmaps. Leveraging deep domain expertise across Data Security (DSPM, Enterprise DLP, Cloud/CASB, Insider Threat Management) and Threat Intelligence, you will lead high-stakes executive discovery sessions to uncover client vulnerabilities and structure high-value services solutions.
Software Engineering Senior Advisor- Hybrid The Cigna GroupSoftware Engineering Senior Advisor- HybridSeattle, WA$180,710–$217,000 / yearRequires experience with: Working in/with clients in the healthcare or pharmacy benefit management industry; Working on AWS cloud migration for Audit data service from on-prem Postgres to Aurora DB; Developing One-time load data migration tools in python to migrate the existing on-prem terabytes of data into Aurora DB; Developing data synchronization pipelines to process the real-time data from Apache Kafka topics by configuring S3 sink connector to trigger S3 events and Lambda to persist the data into Aurora DB; Optimizing the API service response time within SLA by improving mongo queries and indexes; Developing Data Verification Tools to reconcile data between different sources and target DB; Designing effective data pipeline to transform data, performing data integrity checks and processing retry errors or failures; Developing update processors to handle the data with high throughput and low latency using Kafka Confluent; Implementing Mongo change streams on MongoDB to transform the real-time events into Data Lake; Building Restful APIs in Spring Boot using cloud based Microservices architecture; Developing a common Authorization service using Spring Security; Setting up infrastructure for Disaster Recovery Environment; Utilizing GitHub for managing work including issue tracking, pull request reviews and version control; Implementing secure authentication mechanisms and managing user permissions to protect resources using OAuth2.0; Writing unit tests using Junit framework; Implementing PostgreSQL database as backend database for persistent Portal data; Using Spring data repository framework to convert business requirements into database queries; Working in Agile environments; and.
Credit Solutions Advisor - Newcastle Bank of America CorpCredit Solutions Advisor - NewcastleWA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Pine Lake Bank of America CorpCredit Solutions Advisor - Pine LakeSammamish, WA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Advisor Network Engineer Puget Sound Energy IncAdvisor Network EngineerRedmond, WA$118,300–$208,000 / yearDevelops test plans (including cases for functionality, integrity, and stress testing; tests matrices; and definition of test methodologies and test strategy); is responsible for the creation of test platforms, including evaluation of test equipment and designs test networks; develops automated test suites for product regression and stress testing. Troubleshoots, maintains, upgrades, and provides solutions to complex hardware/software problems; alerts management, NOC, and other IT groups when sensitive issues arise or a major problem is suspected; minimizes client productivity loss caused by technology outages, and provides necessary infrastructure for clients to meet their business needs.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IISeattle, WashingtonKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - EASTSIDE Market Bank of America CorpFinancial Solutions Advisor - EASTSIDE MarketRedmond, WA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - EASTSIDE Market Redmond, Washington; Bellevue, Washington; Kenmore, Washington; Kirkland, Washington; Kirkland, Washington; Kirkland, Washington; Redmond, Washington; Sammamish, Washington; Bellevue, Washington; Bellevue, Washington; Bellevue, Washington; Redmond, Washington; Redmond, Washington; Sammamish, Washington; BELLEVUE ON 2ND (WA3189), Bellevue Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Associate Financial Advisor - North King Co/Snohomish Co Boeing Employees Credit UnionAssociate Financial Advisor - North King Co/Snohomish CoBothell, WA$28.99–$35.34 / hourBusiness Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
Associate Financial Advisor - South Puget Sound Boeing Employees Credit UnionAssociate Financial Advisor - South Puget SoundTukwila, WA$28.99–$35.34 / hourBusiness Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
Sr. Cybersecurity Advisor - Identity Security | Pacific NW - Remote, USA Optiv Security IncSr. Cybersecurity Advisor - Identity Security | Pacific NW - Remote, USASeattle, WARemote$200,000–$250,000 / yearCSA has extensive real-world knowledge and can design pragmatic Identity Governance, Digital Access Management (MFA/SSO), Privileged Access Management and Identity Orchestration security solutions tailored to each client's unique environment and provide our clients and sellers with consistent security expertise on all sales opportunities. Advance sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assist in finalization of sale.
Vice President, Client Advisor Whittier TrustVice President, Client AdvisorSeattle, WashingtonThe position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Associate Payment Advisor (Payments Associate) Keybank National AssociationAssociate Payment Advisor (Payments Associate)Seattle, WA$63,000–$96,000 / yearPayments Associates act as the primary day-to-day leaders for analytical and business development support, including pipeline management, financial modeling, payment process analysis, deal audits and bookings, industry research and the preparation of various presentations and documents, relationship reviews, new business pitch material, RFP responses and on-boarding plans. Work with Payments Advisors, Market Leads and Line of Business Partners to organize and manage Pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients and prospects that will improve their financial operations.
Associate Wealth Advisor CorientAssociate Wealth AdvisorSeattle, Washington$96,600–$155,700 / yearCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Academic Advisor (Program Specialist 3) Bellevue CollegeAcademic Advisor (Program Specialist 3)Bellevue, WA$62,748–$84,516 / yearApprove coursework for the purpose of third-party funding such as financial aid, scholarships, and Veterans funding and for the purpose of reinstatement of funds due to not meeting satisfactory academic policy or exceeding funding limitations; including Financial Aid appeals, Academic Standing, APPs, and 4th class repeats for assigned caseload. Academic Advising collaborates with faculty and campus partners to deliver accurate, consistent information in support of transfer and professional/technical programs within a Guided Pathways framework, advancing a coordinated approach that promotes equitable access, retention, and completion outcomes.
NewMembership Sales Advisors, Seattle Equinox Holdings IncMembership Sales Advisors, SeattleSeattle, WAMembership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club''s services, programs, and products.
Client Advisor with Athletic Background Northwestern Mutual - Puget SoundClient Advisor with Athletic BackgroundBellevue, WA$76,000–$193,000 / yearFull timeHe enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.