Client-Focused Financial Planner & Investment Advisor
Bank of America ATM
Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions. You will triage leads, refer to partners, and help clients plan their financial futures using brokerage, banking, and investment products. This role requires completing licenses and regulatory trainings, and it complies with SAFE Act registration requirements. You will work in an in-office environment with flexibility depending on role, and may train at a center before moving #J-18808-Ljbffr Bank of America Corporation
- ...Banker in a Chase Branch to deliver hospitality, use banking solutions, and build lasting client relationships. You will acquire, manage, and retain clients, offering thoughtful financial solutions to address their needs and simplify their lives. The role requires SIE,...SuggestedAfternoon shift
- ...seeking a Personal Banker to engage clients in conversations, identify financial needs, and provide guidance and... ...partnering with other banking and investment teams. The role requires strong communication... ...a client-first mindset, with a focus on ethical, compliant service and...Suggested
- Bank of America seeks a client-focused financial professional to guide clients toward their financial goals using brokerage and banking products... ...a results-driven approach to help clients achieve their investment objectives across a broad product set. #J-18808-Ljbffr...Suggested
$24.92 - $30.46 per hour
...Client Relationship Consultant 2 (Banker) - Milton Safeway, WA*We only use cookies that are strictly necessary to allow operation of... ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...SuggestedFull timeTemporary workLocal area- ...United States is seeking a Registered Branch Associate to deepen relationships with existing clients and assist in opening new accounts under the guidance of a Financial Advisor. You will gather suitability information, review portfolio metrics, and execute advised buy/...Suggested
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...small business, lending, and investments + Manages financial center traffic... ...work ethic and intense focus on results, acting in the best...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...small business, lending, and investments Manages financial center traffic... ...work ethic and intense focus on results, acting in the best...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the... ...Personal Bankers engage clients in deeper... ...to assist in client's financial wellness both in person... ...of business partners focusing on client acquisition... ...partners such as Key Investment Services, Mortgage and...Hourly payWork experience placementDay shift- ...Banker to engage customers across in-person, appointment, and virtual channels, offering tailored financial guidance and promoting digital-first solutions. You will foster client relationships, assess needs, and process accounts and loan applications while partnering with...
- Bank of America in Bonney Lake, WA, is hiring a frontline client service associate to educate clients and process transactions using... ...You will engage customers, handle cash, and connect clients to financial solutions while maintaining regulatory compliance. You will build...
- Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The... ...reviewing goals, and recommending banking and investment strategies while maintaining strong...
- KeyBank is seeking a Personal Banker to engage clients and identify financial wellness opportunities. You will build relationships, open accounts,... ...The role requires strong communication, integrity, and a focus on delivering excellent client service. The position emphasizes...Hourly pay
- U.S. Bank is seeking a Relationship Banker who will engage clients across in-person, appointment, and virtual channels to provide thoughtful financial guidance and a digital-first experience. You will open new consumer and business accounts, educate clients on digital tools...
- Mechanics Bank, in partnership with LPL Financial, invites you to join as a Wealth Advisor onsite in WA. This role delivers non-deposit investment products and advisory solutions to clients, cultivating an individualized investment strategy for an assigned book of business...
$20 - $22 per hour
...FloatAs the first point of contact for most clients, Tellers play a key role in delivering... ...changes.Discuss and uncover customer's financial needs to identify and offer appropriate... ...services.Supports referral goals for branch by focusing and identifying and referring basic bank...Night shift$100k
...SmartHire is hiring a Credit Manager for a client in Tacoma, WA. This full-time, direct... ...independently read, review, and interpret company financial statements and use that analysis to make... ...existing business customers. The primary focus is financial statement analysis and...Weekly payFull timeTemporary workPart timeSeasonal workWork at officeMonday to FridayFlexible hours$18 - $23 per hour
...first point of contact for most clients, Tellers play a key role in... ...and uncover customer's financial needs to identify and offer appropriate... ...referral goals for branch by focusing and identifying and referring... ...Be a part of a bank that invests in you! Competitive...Full timeLocal areaNight shift$18 - $23 per hour
...first point of contact for most clients, Tellers play a key role in... ...and uncover customer's financial needs to identify and offer appropriate... ...referral goals for branch by focusing and identifying and referring... ...Be a part of a bank that invests in you! Competitive...Night shift$24.92 - $30.46 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to...Temporary work$175k - $200k
...are seeking a Wealth Advisor to join the Washington... ...a set of existing client relationships so you’re... ...advising from day one, then focus on building your... ...growth capital and is investing heavily in advisor growth... ...aspects of a family's financial well-being, including...Temporary workWork at officeFlexible hours- ...developing the next generation of financial representatives, ranked the... ...in the country for new advisor success (revenue) twice in... ...planning approach and client-first focus, he was motivated by the opportunity... ...plans that include investments, insurance, and retirement....Full timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
- ...in-person, appointment, and virtual channels while guiding them to digital tools. You will open new accounts, assess needs, educate clients on deposit and loan products, and collaborate with branch teams. The role requires NMLS registration and background checks; the pay...
- ...delivering trusted guidance and a digital-first experience. You will assess banking needs, open accounts, process requests, and educate clients on products while collaborating with branch teams and ensuring accuracy. The role emphasizes proactive outreach, strong service...
- U.S. Bank in Lakewood, WA is seeking a Relationship Banker I to build long-term client relationships through in-person, appointment-based, and virtual interactions. You will educate clients on deposit/loan products, process basic transactions, and promote digital banking...
$24.92 - $30.46 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to...Full timeTemporary workLocal area- ...consumer deposit and loan relationships while delivering exceptional customer service. You will open accounts, discuss loans, and onboard clients in a consultative, relationship-driven approach. This role emphasizes digital self-service guidance, branch teamwork, and ongoing...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern... ...where you can help your clients achieve their goals through... ...representative focused on client-building and... ...Education Funding · Investment & Advisory Services ·... ...Certified Financial Planner® licensing support2...Full timeContract workFor contractorsWork at office$43k - $75k
...advice and guidance regarding financial solutions that are in the... ....g. everyday banking, retail investments, lending solutions, home financing... ...solutions). Offers clients advice and guidance on available... ...personal customer experience. A focus on results and the ability to...Full timeContract workPart timeLocal areaImmediate startDay shift$100k
...SmartHire is hiring for a Commercial Credit Manager for a client in Tacoma WA. This is a Full Time, Direct Hire position that is fully... ...credit is preferred. Looking for someone with strong financial acumen to take ownership of this role. Credit Manager Location...Full timeMonday to FridayFlexible hours- ...relationships through exceptional service. You will balance sales with consultative conversations, navigate WaFd systems, and help clients achieve financial goals. Included is ongoing professional development, certifications, and hands-on daily operations experience. This role...
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