Financial Advisor - Kennewick, WA Country FinancialFinancial Advisor - Kennewick, WAKennewick, 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.
Financial Advisor - Hermiston/Pendleton Corebridge Financial IncFinancial Advisor - Hermiston/PendletonKennewick, WAWe 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. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Financial Advisor - Hermiston/Pendleton Corebridge FinancialFinancial Advisor - Hermiston/PendletonKennewick, 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. 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.
NewFinancial Aid and Academic Advisor Walla Walla Community CollegeFinancial Aid and Academic AdvisorWA$3,827–$4,980WWCC 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. All Walla Walla Community College staff members employed at one of the Correction Education facilities must be cleared by an FBI background check before being hired into such positions and successfully complete a 4-week corrections training program within 6 months of employment. OFM classification title: Program Specialist 2. Walla Walla Community College (WWCC) is seeking applicants for a Financial Aid and Academic Advisor (Program Specialist 2) position for the WWCC Correction Education program located at the Coyote Ridge Corrections Center (CRCC) in Connell, Washington.
Experienced Financial Advisor - Confidential Move Conversation WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move ConversationRichland, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Washington (Career Changer / New to Industry) WealthBridge Financial GroupFinancial Advisor - Washington (Career Changer / New to Industry)Richland, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Solutions Advisor Registration Candidate- Columbia South Basin Bank of AmericaFinancial Solutions Advisor Registration Candidate- Columbia South BasinKennewick, WAFinancial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Kennewick, Washington; Spokane, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Coeur D Alene, Idaho; Renton, 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--Columbia-South-Basin\_26017348) **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--Columbia-South-Basin\_26017348) **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.
Tri-Cities Wealth Management & Trust Associate Baker Boyer BankTri-Cities Wealth Management & Trust AssociateKennewick, WA$50,000–$65,800 / yearFull timeThis position is part of DS Baker Advisors, a team of wealth management specialists at Baker Boyer whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. We are Eastern Washington’s trusted financial advisor, serving the Walla Walla Valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.
J.P. Morgan Wealth Management - Private Client Advisor - Spokane, WA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Spokane, WA (area)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. 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 Demonated 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.
Senior Wealth & Trust Advisor Baker Boyer BankSenior Wealth & Trust AdvisorKennewick, WA$107,000–$166,000 / yearLife Assistance Plan Free access to financial counselors Employee Wellness Program 8 hours of paid volunteer time annually About DS Baker Advisors: This position is part of DS Baker Advisors, a team of specialists whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey. About the Senior Wealth and Trust Advisor's Role: As a senior member of the DS Baker Advisors team, the primary role of the Senior Wealth and Trust Advisor is the administration, retention, relationship management, and development of complex trust, agency, estate, guardianship, cash management, and retirement accounts.
Gesa Credit Union - Wealth Advisor LPL FinancialGesa Credit Union - Wealth AdvisorKennewick, Washington$68,640–$70,000 / yearA 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.
Senior Wealth Advisor- Wealth Advisory - Tri Cities, Washington CliftonLarsonAllen LLPSenior Wealth Advisor- Wealth Advisory - Tri Cities, WashingtonWA$109,000–$191,000 / yearCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. The Senior Wealth Advisor (SWA) serves as a relationship manager providing "Total Wealth Advisory" services to their clients.
Commercial Insurance Advisor HUB InternationalCommercial Insurance AdvisorPasco, WA$60,000–$250,000 / year_Other responsibilities of the Producer role include:_ + Conducting sales, service, and solicitation of all forms of insurance business + Maximizing growth and client retention through superior customer service + Developing accounts and cross selling available products and services + Generating and pursuing new client opportunities + Presenting our services and solutions at prospect meetings + Bringing new business prospects to closure + Retaining clients by maintaining solid business-to-business relationships **You're great at:** In the Insurance Sales Producer role, you must be an independent self-starter who is able to sell and develop strong business-to-business relationships. _Other requirements of the Producer role include:_ + 3+ years of previous business-to-business sales experience + Commercial Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to a specific industry a plus + Required to obtain the appropriate state licensing with 90 days of hire + Preference given to those with existing insurance licensure and/or industry designations + Ability to work under pressure and within deadlines + Good listening skills and ability to determine clients' needs efficiently **Here's what we can offer:** At HUB, we believe in giving our employees the room and space they need to do their job.
Credit Solutions Advisor - Columbia Mall Bank of America CorpCredit Solutions Advisor - Columbia MallKennewick, 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.
Sr Mortgage Advisor - Tri-Cities/Yakima Boeing Employees Credit UnionSr Mortgage Advisor - Tri-Cities/YakimaWA$54,800–$66,800 / yearIMPACT YOU'LL MAKE: The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.
Career-Transition Partnership - For Advisors Approaching Reduced Production WealthBridge Financial GroupCareer-Transition Partnership - For Advisors Approaching Reduced ProductionPasco, WA$125,000–$150,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Employee Benefits Insurance Advisor HUB InternationalEmployee Benefits Insurance AdvisorPasco, WA$60,000–$250,000 / yearOther responsibilities of the Producer role include: + Conducting sales, service, and solicitation of all forms of insurance business + Maximizing growth and client retention through superior customer service + Developing accounts and cross selling available products and services + Generating and pursuing new client opportunities + Presenting our services and solutions at prospect meetings + Bringing new business prospects to closure + Retaining clients by maintaining solid business-to-business relationships **You're great at:** In the Employee Benefits Producer role, you must be an independent self-starter who is able to sell and develop strong business-to-business relationships. Other requirements of the Producer role include: + 3+ years of previous business-to-business sales experience + Commercial Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to a specific industry a plus + Required to obtain the appropriate state licensing with 90 days of hire + Preference given to those with existing insurance licensure and/or industry designations + Ability to work under pressure and within deadlines + Good listening skills and ability to determine clients' needs efficiently **Here's what we can offer:** At HUB, we believe in giving our employees the room and space they need to do their job.
Insurance Agent - Kennewick, WA Country FinancialInsurance Agent - Kennewick, WAKennewick, 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 insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Pasco, WA Country FinancialInsurance Agent - Pasco, WAPasco, 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 insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.