Financial Service Representative I-II Washington Trust BankFinancial Service Representative I-IIBellevue, WA$24.47–$36.73 / hourPart timeThis position embodies the WTB culture by focusing on the customer experience in generating, retaining and expanding customer relationships using appropriate sales and customer service strategies. Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs.
Financial Service Representative I-II Washington Trust Bank Wealth ManagementFinancial Service Representative I-IIBellevue, WA$24.47–$36.73 / hourThis position embodies the WTB culture by focusing on the customer experience in generating, retaining and expanding customer relationships using appropriate sales and customer service strategies. Essential Functions: Engage with clients both over the phone and in person as they walk into the branch, identifying opportunities to present products and services that meet their needs.
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA Thrivent Financial for LutheransAssociate Financial Advisor - Afton Union Financial Group - Seattle, WASeattle, WA$100,000–$140,000 / yearAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives.
Senior Associate Financial Advisor First Tech Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearAbility to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Senior Financial Analyst, Amazon Customer Service Finance Amazon.com IncSenior Financial Analyst, Amazon Customer Service FinanceSeattle, WAThis transformation requires making step changes in how we serve customers, thinking differently about legacy approaches that no longer serve us, running fast with a sense of urgency, and intensifying focus on critical topics that will deliver the most material improvements to customer experience. Amazon Customer Service serves as the steward of Customer Obsession across Amazon, with a mission to be unrelenting customer advocates by providing automated and human support while using customer signals to eliminate upstream defects.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorEdmonds, WAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Associate Financial Advisor Jambalaya GroupAssociate Financial AdvisorIssaquah, WA$85,000–$95,000 / yearThis role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice? .
Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Seattle MarketBellevue, WA$80,000–$90,000 / yearOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington; Seattle, Washington; Tacoma, Washington; Everett, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorEdmonds, Washington$65,000–$80,000 / yearSoundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice. This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm.
Financial Advisor First Tech Federal Credit UnionFinancial AdvisorRedmond, WAAdvisors in this role will cultivate new client relationships through First Tech's member ecosystem, on-campus visibility, referrals, seminars, and strategic networking, while helping clients navigate complex financial decisions around equity compensation, retirement planning, wealth accumulation, and risk management. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Associate Financial Advisor - North King Co/Snohomish Co Boeing Employees Credit UnionAssociate Financial Advisor - North King Co/Snohomish CoRedmond, 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.
Financial Advisor - Bellevue, WA COUNTRY FinancialFinancial Advisor - Bellevue, WABellevue, WashingtonCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Financial Solutions Advisor - Ballard Financial Center Bank of America CorpFinancial Solutions Advisor - Ballard Financial CenterSeattle, 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. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Advisor - Seattle Corebridge Financial IncFinancial Advisor - SeattleRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonRenton, WACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor Ameriprise FinancialFinancial AdvisorBellevue, WA$53,000–$83,000 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding AreasSilverdale, WAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Greater Seattle/Bellevue Area Thrivent Financial for LutheransFinancial Advisor - Greater Seattle/Bellevue AreaSeattle, WAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Seattle Corebridge FinancialFinancial Advisor - SeattleRenton, WashingtonCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.