Financial Solutions Advisor- NW Snohomish Area Bank of America CorpFinancial Solutions Advisor- NW Snohomish AreaSnohomish, 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 recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written Communications Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorSeattle, WARemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankSeattle, WashingtonRated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. 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.
Associate Advisor - Boeing Employee Credit Union LPL FinancialAssociate Advisor - Boeing Employee Credit UnionEverett, Washington$54,000–$95,000 / yearThis employment opportunity at Boeing Employee Credit Union in Everett, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.
Strategic Advisor-Clinical Assets (Hybrid) TrimedxStrategic Advisor-Clinical Assets (Hybrid)Seattle, WA$100,000–$130,000 / yearThis individual is intimately familiar with the client's asset management process and leverages TRIMEDX's proprietary Clinical Asset Informatics toolset to evaluate asset composition, inventory trends and asset performance to identify OpEx Savings, CapEx Avoidance and Cash Recovery opportunities and projects. Facilitates organizational communications regarding clinical asset lifecycle issues and makes connections between stakeholders needed to raise awareness, complete needed trouble-shooting and facilitate timely resolution of issues.
Software Engineering Senior Advisor- Hybrid CignaSoftware 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.
Strategic Advisor-Clinical Assets (Hybrid) Trimedx Holdings LLCStrategic Advisor-Clinical Assets (Hybrid)Issaquah, WA$100,000–$130,000 / yearThis individual is intimately familiar with the client's asset management process and leverages TRIMEDX's proprietary Clinical Asset Informatics toolset to evaluate asset composition, inventory trends and asset performance to identify OpEx Savings, CapEx Avoidance and Cash Recovery opportunities and projects. Facilitates organizational communications regarding clinical asset lifecycle issues and makes connections between stakeholders needed to raise awareness, complete needed trouble-shooting and facilitate timely resolution of issues.
Wealth Advisor - O Bee Credit Union LPL Financial Holdings IncWealth Advisor - O Bee Credit UnionTacoma, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, 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.
Experienced Automotive Service Advisor Titus-WillExperienced Automotive Service AdvisorTacoma, WA$75,000–$150,000 / yearWe are looking for experienced Service Advisors to join our busy, high-performing Ford service department, located just off I-5 and 38th Street in Tacoma. Titus-Will Automotive Group is one of the largest, family-owned dealership groups in the South Sound, serving Tacoma, Olympia, Lakewood, and Parkland since 1938.
Automotive Service Advisor | Commission-Based - Gee Automotive Companies Gee Automotive CoAutomotive Service Advisor | Commission-Based - Gee Automotive CompaniesKirkland, WAAs a Service Advisor, you'll serve as the primary point of contact for our customers-guiding them through their vehicle's service and repair needs, communicating clearly and confidently, and ensuring an exceptional experience from start to finish. Customer-focused culture: Be part of a team that prioritizes customer satisfaction, building long-term relationships, and delivering personalized service experiences.
Main Shop Service Advisor | Commission-Based - Ford of Kirkland Gee Automotive CoMain Shop Service Advisor | Commission-Based - Ford of KirklandKirkland, WA$80,000–$150,000 / yearWe are proud to be 8-time recipients of Ford's President's Award, the #1 highest-volume Ford store for the past 11 years, and ranked #2 among Extra-Large Best Places to Work in Washington. Corporate requirements: Must be 18 years or older with a valid driver's license and clean driving record, able to pass a criminal background check and pre-employment drug screen.
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. The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with Seattle and Bellevue area tech employees and members to deliver personalized, goals-based financial advice across investment, retirement and insurance planning.
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Seattle, WASeattle, WAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Associate Advisor - Boeing Employee Credit Union LPL Financial ServicesAssociate Advisor - Boeing Employee Credit UnionEverett, WA$54,000–$95,000 / yearThis employment opportunity at Boeing Employee Credit Union in Everett, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.
Wealth Advisor - Mechanics Bank LPL Financial ServicesWealth Advisor - Mechanics BankSeattle, WA$68,640–$80,000 / yearRated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Job 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.
Wealth Advisor - O Bee Credit Union LPL Financial ServicesWealth Advisor - O Bee Credit UnionTacoma, 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.
Private Client Advisor Columbia BankPrivate Client AdvisorSeattle, WA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Client & Operations Advisor- Nordstrom Seattle Valentino SpAClient & Operations Advisor- Nordstrom SeattleSeattle, WA$20–$25 / hourThe Valentino ecosystem is home to a wide and extraordinary pool of talents, each colleague contributing with their unique attributes, nurturing a culture of inclusivity and equality. This hybrid position combines client-facing responsibilities with back-of-house operations, ensuring a seamless luxury experience and efficient store functionality.
Term Limited Temporary (TLT) Genesys Knowledge Base Advisor (SA1, Utils L21 SPU) Seattle City CouncilTerm Limited Temporary (TLT) Genesys Knowledge Base Advisor (SA1, Utils L21 SPU)Seattle, WA$51.88–$77.82 / hourThey will be responsible for: developing a knowledge article structure that is optimized for Genesys Cloud AI, designing and leading a testing/pilot program with data/metrics to validate the effectiveness of the new article structure and the Agent Copilot platform, creating a process and timeline for updating and migrating all required knowledge content, a clear knowledge base governance process, routine audit cycles, and a mechanism for evaluating knowledge base effectiveness for continuous improvement. About Seattle Public Utilities: Seattle Public Utilities (SPU) is a community-centered utility that delivers vital services to Seattle residents and businesses including drinking water, drainage and wastewater, and garbage/recycling/compost.