Heritage BankNew Accounts Representative Heritage BankNew Accounts RepresentativePuyallup, WA$23.84–$28.61 / hourThe Canyon RdBranchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
BECUSr Mortgage Advisor - Greater Puget Sound BECUSr Mortgage Advisor - Greater Puget SoundTukwila, WAFull timeBuild Powerful Partnerships: You'll develop and nurture strong relationships with real estate agents, builders, financial advisors, and community influencers to grow your referral network. You won't just originate loans-you'll create lasting partnerships, strengthen communities, and expand BECU's impact by connecting members to the right financial solutions at the right time.
KeyBankAssociate Private Client Advisor KeyBankAssociate Private Client AdvisorOlympia, WAFull timeFocusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
BECUMortgage Advisor - King County BECUMortgage Advisor - King CountyTukwila, WAFull timeYour expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.
KeyBankFinancial Wellness Associate KeyBankFinancial Wellness AssociateTacoma, WAFull timeConsumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
BECUSr Financial Analyst - Technology BECUSr Financial Analyst - TechnologyTukwila, WAFull timeMinimum 7 years offunctional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives and building business cases for ROI and NPV for leadership decision making, and using One Stream andQuickviewas well as Excel modeling and financial analysis skills. Cross-Functional Collaboration:Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management to align financial planning efforts with enterprise priorities.
Edward JonesUS Experienced Financial Advisor Edward JonesUS Experienced Financial AdvisorOlympia, WAEarn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorTacoma, Washington$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Thrivent FinancialTeam-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WA Thrivent FinancialTeam-Based Financial Advisor - Harbor Financial Group- Gig Harbor, WAGig Harbor, WA$75,000–$90,000 / yearAbout Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 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.
Country FinancialFinancial Advisor - Olympia, WA Country FinancialFinancial Advisor - Olympia, WAOlympia, WACOUNTRY 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.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorLakewood, WAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee- University Place Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee- University Place Financial CenterUniversity Place, WA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Edward JonesAssociate Financial Advisor Edward JonesAssociate Financial AdvisorKent, WAJob Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + At least 3-5 years of relevant experience in securities industry preferred + FINRA licenses required within three months. **Key responsibilities with existing and newly created clients** Responsibilities may include: + Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Boeing Employees' Credit UnionAssociate Financial Advisor - South Puget Sound Boeing Employees' Credit UnionAssociate Financial Advisor - South Puget SoundTukwila, WashingtonBusiness 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. 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.
Edward D Jones & Co LPAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorKent, WAFull-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. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteWARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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 FinancialFinancial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areas Thrivent FinancialFinancial Advisor - Tacoma / Silverdale / Port Angeles and Surrounding areasTacoma, WAAbout Thrivent Thrivent 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.
LPL Financial Holdings IncFinancial Advisor - Washington State Employee Credit Union LPL Financial Holdings IncFinancial Advisor - Washington State Employee Credit UnionTumwater, WAThis employment opportunity at Washington State Employee Credit Union - Tumwater, WA would allow you to join the Investment Program at WSECU as a Financial Advisor associated with LPL Financial. Tracking # 1-05026674 Pay Range: $54,252 - $54,252 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location.
Northwestern Mutual - Puget SoundFinancial Advisor with Athletic Background Northwestern Mutual - Puget SoundFinancial Advisor with Athletic BackgroundTacoma, WA$76,000–$193,000 / yearHe 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.
Baylor Scott & White HealthFinancial Advisor 2 Baylor Scott & White HealthFinancial Advisor 2Olympia, WARemotePerforms other position appropriate duties as required in a competent, professional, and courteous manner as well as participates in special projects **Key Success Factors** + Preferred BS in Accounting or Finance + Proficiency with MS Office applications including BI + Prior work experience in a healthcare setting, and familiarity with outpatient KPIs and financial metrics preferred + Prior experience with Kaufman Hall/Axiom budgeting software preferred + Proven leadership, data, and communication abilities required + Strong follow-through and execution of day-to-day tasks and responsibilities + Ability to work both autonomously and in collaborative, team-based environments + Ability to learn complex accounting between fully owned and joint ventures. Competent performance of essential duties, commitment to customer service, integrity, and teamwork are basic requirements at Baylor Scott & White Health **Qualifications** + EDUCATION - Bachelor's + EXPERIENCE - 3 Years of Experience As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients.
Bank of America CorpFinancial Solutions Advisor- South Puget Sound Area Bank of America CorpFinancial Solutions Advisor- South Puget Sound AreaTacoma, 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 solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Financial Solutions Advisor- South Puget Sound Area Tacoma, Washington Olympia, Washington Lacey, Washington Tacoma, Washington Des Moines, Washington Federal Way, Washington Tacoma, Washington Kent, Washington Puyallup, Washington Gig Harbor, Washington Federal Way, Washington Puyallup, Washington Tacoma, Washington Bonney Lake, Washington.
Bank of AmericaFinancial Solutions Advisor Registration Candidate - Black Lake Bank of AmericaFinancial Solutions Advisor Registration Candidate - Black LakeOlympia, WAFinancial Solutions Advisor Registration Candidate - Black Lake Olympia, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Olympia/Financial-Solutions-Advisor-Registration-Candidate---Black-Lake\_26011807) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Olympia/Financial-Solutions-Advisor-Registration-Candidate---Black-Lake\_26011807) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Bank of AmericaFinancial Solutions Advisor Registration Candidate - South Puget Sound Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - South Puget Sound MarketTacoma, WAFinancial Solutions Advisor Registration Candidate - South Puget Sound Market Tacoma, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tacoma/Financial-Solutions-Advisor-Registration-Candidate---South-Puget-Sound-Market\_26011383) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tacoma/Financial-Solutions-Advisor-Registration-Candidate---South-Puget-Sound-Market\_26011383) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Bank of AmericaFinancial Solutions Advisor Registration Candidate - Port Orchard Bank of AmericaFinancial Solutions Advisor Registration Candidate - Port OrchardPort Orchard, WAFinancial Solutions Advisor Registration Candidate - Port Orchard Port Orchard, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Port-Orchard/Financial-Solutions-Advisor-Registration-Candidate---Port-Orchard\_26013279-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Port-Orchard/Financial-Solutions-Advisor-Registration-Candidate---Port-Orchard\_26013279-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Bank of AmericaFinancial Solutions Advisor Registration Candidate- Seattle Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Seattle MarketPort Orchard, WAFinancial Solutions Advisor Registration Candidate- Seattle Market Seattle, Washington;Port Orchard, Washington; Seattle, Washington; Bainbridge Island, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Mercer Island, Washington; Silverdale, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Seattle-South-Market\_26012017-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Seattle-South-Market\_26012017-1) **Job Description:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Cardinal HealthAdvisor, Financial Operations Cardinal HealthAdvisor, Financial OperationsOlympia, WA_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day.
KeyBankMortgage Loan Officer KeyBankMortgage Loan OfficerDes Moines, WAFull timeJob SummaryThe Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
RBCComplex Assistant Manager RBCComplex Assistant ManagerTacoma, WAFull timeEnsure new advisors are properly onboarded including overseeing the process of coordinating new clients' paperwork, and ensure new advisors receive training on RBC's policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients. Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting.
Raymond James Financial IncSenior Associate Financial Planner Raymond James Financial IncSenior Associate Financial PlannerTukwila, WA$80,168.40–$83,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
New York Life Insurance CoAssociate Advisor Consultant, Washington State/Oregon New York Life Insurance CoAssociate Advisor Consultant, Washington State/OregonWARemoteAs a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler.
LPL Financial Holdings IncAssociate Wealth Advisor - Salal Credit Union LPL Financial Holdings IncAssociate Wealth Advisor - Salal Credit UnionTukwila, WAQualifications: • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills • Strong time management with competing priorities • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners • Ability to analyze and research information with a logical approach to problem solving • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint • 3 years of experience in client service, within the finance sector preferred • Bachelors degree or equivalent in Finance or Business Administration preferred. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-clients needs.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Olympia, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Olympia, WAOlympia, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Puyallup, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Puyallup, WAPuyallup, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Olympia, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Olympia, WAolympia, WAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Puyallup, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Puyallup, WApuyallup, WAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WA JPMorgan ChaseJ.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WATukwila, WAThis will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Thrivent FinancialAssociate - Harbor Financial Group- Gig Harbor, WA Thrivent FinancialAssociate - Harbor Financial Group- Gig Harbor, WAGig Harbor, WA$75,000–$90,000 / yearAbout Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 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.
Boeing Employees Credit UnionSr Mortgage Advisor - Greater Puget Sound Boeing Employees Credit UnionSr Mortgage Advisor - Greater Puget SoundWA$54,800–$66,800 / yearBuild Powerful Partnerships: You'll develop and nurture strong relationships with real estate agents, builders, financial advisors, and community influencers to grow your referral network. You won't just originate loans-you'll create lasting partnerships, strengthen communities, and expand BECU's impact by connecting members to the right financial solutions at the right time.
State of WashingtonBudget Advisor - Reporting State of WashingtonBudget Advisor - ReportingOlympia, WA$108,000–$134,016 / yearServe as OFM's subject matter expert on the Caseload Costing Sheet, including working with the Caseload Forecast Council to update caseload data three times per year, maintaining the model for other budget analysts to use, assisting with the tracking of data for budget development purposes, and providing critical review of forecast data to ensure OFM is able to understand and develop accurate costs for funding the state's various entitlement programs. Serve as OFM's subject matter expert and point of contact for federal direct pay and elective pay tax credits that are available under the Inflation Reduction Act and CHIPS and Science Act, including comprehensive implementation requirements and providing other assistance to agencies as needed.
LPL Financial Holdings IncWealth Advisor - O Bee Credit Union LPL Financial Holdings IncWealth Advisor - O Bee Credit UnionLacey, WA$80,168.40–$90,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
State of WashingtonBudget Advisor - Revenue State of WashingtonBudget Advisor - RevenueOlympia, WA$108,000–$134,016 / yearFull-time employees who work full monthly schedules qualify for holiday compensation if they are employed before the holiday and are in pay status for at least 80 nonovertime hours during the month of the holiday; or for the entire work shift preceding the holiday. Represent OFM on internal and external workgroups or other group assignments related to the balance sheet and fund balances, and participate in study committees and work groups as needed.
CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)WARemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
U.S. BancorpWealth Management Advisor - Auburn, WA U.S. BancorpWealth Management Advisor - Auburn, WAAuburn, WA$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments 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 clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
SedgwickComplex Claims Advisor | Commercial Trucking SedgwickComplex Claims Advisor | Commercial TruckingOlympia, WA$90,000–$105,000 / yearNewsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Complex Claims Advisor | Commercial Trucking **PRIMARY PURPOSE OF THE ROLE** To develop targeted solutions and provide added technical guidance and oversight to ensure complex commercial trucking claims matters are resolved optimally while creating a culture of continual quality improvement designed to elevate the overall claim handling to benefit our stakeholders. + Skills: subject matter expertise in Commercial Trucking bodily injury liability claims, maintain appropriate licensing, ability to manage claims across multiple jurisdictions, excellent oral and written communication, including presentation skills, PC literate, including Microsoft Office products, and ability to meet or exceed Service Expectations **Work environment requirements include -** Physical: Computer keyboarding Auditory/visual: Hearing, vision and talking Mental: Clear and conceptual thinking ability; excellent judgement and discretion; ability to meet deadlines.
SedgwickComplex Claims Advisor | General Liability & Auto Claims | License Required | NY Labor Law Knowledg SedgwickComplex Claims Advisor | General Liability & Auto Claims | License Required | NY Labor Law KnowledgOlympia, WA$80,000–$105,000 / yearNewsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Complex Claims Advisor | General Liability & Auto Claims | License Required | NY Labor Law Knowledge Required Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world's best brands? Mental:?Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical:?Computer keyboarding Auditory/Visual: Hearing, vision and talking As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings.
Virtus Investment Partners IncLead Advisor, Pacific Northwest - KAR Virtus Investment Partners IncLead Advisor, Pacific Northwest - KARWARemote$120,000–$150,000 / yearCompetitive Pay • Medical, Dental, and Vision Insurance (starting day 1) • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • Paid Family Care Time • Paid Volunteer days. The 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.
Bates Technical CollegeADULT TECHNICAL HIGH SCHOOL ADVISOR Bates Technical CollegeADULT TECHNICAL HIGH SCHOOL ADVISORTacoma, WA$35–$49 / hourActively engage with the high school, middle school, and broader community to build relationships with counselors, educators, and service providers to promote awareness of Bates Technical College programs, including Technical High School, Running Start, Adult Basic Education, and career training pathways for traditional and non-traditional learners. Bates observes the following holidays/non-work days: Independence Day, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve Day, Christmas Day, New Years Eve Day, New Years Day, Martin Luther King, Jr.
JPMorgan ChaseSenior Home Lending Advisor - Lakewood WA JPMorgan ChaseSenior Home Lending Advisor - Lakewood WALakewood, WARequired qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Join 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.
JPMorgan ChaseSenior Home Lending Advisor - Gig Harbor WA JPMorgan ChaseSenior Home Lending Advisor - Gig Harbor WAGig Harbor, WARequired** **qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. **Job Profile:** Join 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.
U.S. BankWealth Management Advisor U.S. BankWealth Management AdvisorAuburn, 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.