Client Relationship & Investment Solutions Associate
Edward Jones HQ
Edward Jones in Tacoma, Washington is seeking a Registered Branch Associate focused on deepening client relationships and providing personalized investment solutions. The role includes gathering and analyzing suitability information, executing orders, and actively collaborating on branch strategies. The ideal candidate should have 3-5 years of experience in financial services, possess Series 7 and 66 registrations, and be motivated to grow professionally within a supportive environment. #J-18808-Ljbffr Edward Jones
- ...America in Federal Way is looking for a Client Service Representative responsible for... ...resources. The role requires building relationships with clients to meet their financial needs... ...skills, capable of providing financial solutions while adhering to banking regulations....SuggestedHourly pay
- JPMorganChase is seeking a devoted Relationship Banker in Lakewood, WA, who is passionate about providing exceptional service to clients. In this role, you will manage relationships... ...needs, and offer tailored banking solutions. The ideal candidate will have over a year...Suggested
- ...Job Title Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by... ...available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and...Suggested
$70k - $80k
...financial advisor responsible for developing comprehensive client financial plans and managing investments. The candidate must hold Series 7 & 66 licenses and... ...communication skills and the ability to forge relationships with clients. A background in sales or investment advisory...Suggested- ...creating memorable experiences for our clients and employees, making them feel welcomed... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...hospitality, using the latest banking solutions and cutting-edge financial technology...SuggestedImmediate startAfternoon shift
$25 - $27.88 per hour
...America, this role engages clients in the lobby to... ...operational excellence. Build relationships with clients to meet... ..., lending, and investments. Manage financial... ...Confident identifying solutions for new and existing... ...or business‑relevant associate’s degree (business management...Hourly payShift workWeekend workDay shift- ...seeking a Personal Banker in Milton, WA to deliver exceptional client experiences and manage consumer banking relationships. This role involves opening new accounts, supporting clients, and providing solutions effectively. The ideal candidate has a High School Diploma,...
- Chase is seeking a dedicated Relationship Banker to join our Lakewood branch in Washington. In this role, you will create memorable client experiences, manage financial relationships, and provide comprehensive banking solutions using cutting-edge technology. We're looking...
- ...Lakewood, Washington, is looking for a Financial Wellness Associate (FWA) to enhance client engagement and ensure the efficient processing of... ...proactive communication. This role focuses on building strong relationships, understanding client needs, and providing tailored...
$35 - $40 per hour
...construction services, delivering a broad range of creative solutions to clients in real estate & land development and energy markets. The... ...requirements, and negotiate agreements Maintain positive relationships with property owners, public agencies, attorneys, and...Relocation$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial... ...with clients to review financial and investment goals, building a financial plan, and... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others...Temporary workMonday to Friday$70k - $80k
...advisor in Tacoma, WA. This role focuses on providing tailored financial advice to clients and requires licenses such as Series 7 & 66. Candidates should have experience in the investments industry and proficiency in client communication. The position offers competitive...$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in Puyallup, WA. This role allows you to develop essential skills in financial advising and client relationship management. As a Financial Solutions Advisor, you will earn your securities licenses and enjoy...Hourly payFull timeMonday to Friday$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial... ...with clients to review financial and investment goals, building a financial plan, and... ...your mind to Builds and nurtures strong relationships Collaborates effectively with others...Temporary work$28.85 - $33.65 per hour
Bank of America in Tacoma, Washington is seeking a Financial Solutions Advisor Stage I. This role involves obtaining Securities Industry licenses and learning to manage client relationships effectively. Key responsibilities include providing comprehensive financial advice...Hourly pay$28.85 - $33.65 per hour
Dormont Manufacturing Co is hiring for the position of Financial Solutions Advisor (ADP FSA I). This role focuses on acquiring... ...Industry licenses and developing essential skills for managing client relationships. The successful candidate will guide clients through their...Hourly payTraineeship$15 per hour
...Financial Solutions Advisor At Bank of America, we... ...how we deliver for our clients, teammates, communities... ...and experiences and invest heavily in our teammates... ...real, meaningful relationships with individuals and businesses... ...to mentoring junior associates. We're a culture...Work at officeImmediate startShift workDay shift- KeyBank is seeking a Personal Banker in Tacoma, Washington to engage clients in meaningful financial conversations and provide tailored solutions. The successful candidate will develop new client relationships and deepen existing ones, with a strong emphasis on achieving...
$28.85 - $33.65 per hour
...comprehensive wealth management and investment products and services for... ...and Wealth Management Client Associates help clients pursue the... ...envision through a personal relationship with their advisory team committed... ...Program Financial Solutions Advisor Stage I As an Advisor...Hourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- ...Job Title Engage clients and prospects in client financial review... ...reviews to provide solutions and uncover additional financial... ...Service Standards. Primary associate in the branch to open new... ...developing current and new client relationships, achieving sales goals, and...Weekend work
$28.85 - $33.65 per hour
...Growth and delivering for our clients, teammates, communities, and... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...and managing client relationships to considering a client’s complex... ...of America’s core banking, investment solutions and approach to client...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...customer needs, managing post-sale activities, and cross-selling solutions while maintaining compliance with bank regulations. Candidates... ...starting on the first day of the month after hire, ensuring associates receive health care coverage and retirement savings options....
- Columbia Banking System is seeking a Relationship Banker to build meaningful, long-term client relationships in Auburn, WA. In this role, you will provide customized financial solutions, assist clients with loans, and actively engage in community activities. Applicants...
$23.18 - $34.77 per hour
Washington Trust Bank is seeking a Personal Banker for their Tacoma Branch, focusing on building relationships with clients and serving as a point-of-sale expert for banking products. Ideal candidates will have strong communication skills, the ability to prioritize tasks...$25 - $26.77 per hour
...responsible for engaging clients in the lobby to... ...connecting clients to solutions that meet the financial... ...excellence Builds relationships with clients to meet... ...business, lending, and investments Manages financial center... ...or business-relevant Associate’s Degree such as...Hourly payShift workWeekend workDay shift- Fairygodboss is seeking an experienced Financial Advisor to build client relationships and provide investment solutions. Our team emphasizes diversity and innovation, ensuring clients benefit from tailored financial coaching. The ideal candidate will possess at least 2...
$75k - $95k
...providing comprehensive financial solutions to small businesses with annual... ...actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include... ...guides, and delivers feedback to associates and clients while embodying a client...Temporary workWork experience placementShift workDay shift$23.18 - $34.77 per hour
Watrust is seeking a Personal Banker I-II for its Tacoma Branch. This position focuses on building strong client relationships and requires proficiency in deposit and lending products. You will provide high-quality service, identify client needs, and engage in proactive...Monday to FridayFlexible hours$25 - $26.77 per hour
...and delivering for our clients, teammates,... ...connecting clients to solutions that meet the financial... ...excellence • Builds relationships with clients to meet... ...business, lending, and investments • Manages financial center... ...or business-relevant Associate’s Degree such as business...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...team in Lakewood, Washington. This role involves engaging with clients to understand their financial objectives and providing tailored... ...Consultant, you will leverage financial tools to develop comprehensive solutions, including retirement planning and wealth management strategies...
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