Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client-First Financial Branch Associate

Edward Jones

Edward Jones is seeking a Registered Branch Associate to deepen client relationships and support Financial Advisors across the branch network. You will gather suitability information, help open new accounts, and contribute to portfolio discussions with clients. Join a team-focused environment with comprehensive training, ongoing regulator-directed CE, and a strong emphasis on professional development and client service. #J-18808-Ljbffr Edward Jones

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-First Financial Branch Associate in Seattle, WA vacancy
  • LPL Financial, in collaboration with Gesa Credit Union, invites you to join our employee advisor...  ...as a Wealth Advisor serving a local branch. This on-site role focuses on delivering...  ...NDIPs and advisory solutions to the branch’s client base while building a trusted partnership... 
    Suggested
    Local area

    LPL Financial

    Seattle, WA
    2 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate will manage client relationships, deliver personalized investment solutions, and support clients in achieving their... 
    Suggested

    Aumni

    Seattle, WA
    5 days ago
  • $105k - $135k

    Cutler Investment Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top advisors, learn...  ...impactful financial strategies under senior guidance. In the first year, you will support client portfolios, attend meetings... 
    Suggested

    Cutler Investment Group

    Bellevue, WA
    6 days ago
  • $25 - $38.46 per hour

     ...in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client...  ...with a plan-based approach to financial advice. As a PCB, you will deliver and refer...  .... Developing strong partnerships with branch teammates and line of business partners through... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Immediate start
    Flexible hours
    Day shift

    Key Bank

    Seattle, WA
    3 days ago
  • $24.52 - $37.5 per hour

     ...Bank communities. The Private Client Banker (PCB) is part of the...  ...with a plan-based approach to financial advice. As a PCB, you will deliver...  ...strong partnerships with branch teammates and line of...  ...risk management process and associated procedures Storytelling: Demonstrates... 
    Suggested
    Hourly pay
    Temporary work
    Day shift

    Key Bank

    Seattle, WA
    1 day ago
  • Jobtailor seeks a motivated Investment Sales Representative to partner with bank branches in the Seattle area. You will deliver Non-Deposit Investment Products (NDIPs) and financial solutions to clients, managing an assigned book and driving cross-sell opportunities. The role... 

    Jobtailor

    Seattle, WA
    5 days ago
  •  ...JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, using banking solutions and technology to help clients meet their financial goals in Bellevue area. You will acquire, manage, and retain client relationships, tailor... 

    Fairygodboss

    Bellevue, WA
    17 hours ago
  • Mechanics Bank, in partnership with LPL Financial, seeks a Wealth Advisor to deliver holistic wealth management solutions at a Seattle‑area branch. This on-site role supports clients with brokerage, advisory, and insurance offerings and fosters referrals across the bank... 

    LPL Financial

    Bellevue, WA
    6 days ago
  • Columbia Bank in Renton, WA seeks a Teller - Float to serve as the first point of contact for clients, perform teller transactions, and travel to cover staffing across branches. Under guidance from the Float Manager and Branch Leaders, you will balance cash drawers, process... 

    Columbia Banking System

    Renton, WA
    6 days ago
  • $50k

     ...Join a financial services firm where your contributions are...  ...company where people come first. With over 9 million clients and 20,000 financial advisors...  .... Edward Jones associates are seen, heard, respected...  ...own practice, supported by branch associates, a home-office... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bellevue, WA
    3 days ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer Island, Washington 980...  ...communities. FWA's split their time between client servicing and transaction support (70% of...  ...efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Mercer Island, WA
    5 days ago
  •  ...relationships. You will deliver exceptional customer service and assist clients with their financial needs, promoting digital self-service options. The role blends sales with service, supports branch operations, and helps clients achieve financial goals. Development of... 

    WaFd Bank

    Bellevue, WA
    5 days ago
  • KeyBank in Seattle, WA seeks a Private Client Advisor to grow Mass Affluent relationships through...  ...investment services and partner with branch teams to uncover full household opportunities. You will conduct holistic financial plans for clients with investable assets starting... 

    KeyCorp

    Seattle, WA
    2 days ago
  •  ...in Bellevue, WA seeks a Relationship Banker to build and manage client relationships in our branch, delivering hospitality and banking solutions using Chase Mobile App and digital tools to meet financial needs. The role requires sales experience in retail banking, strong... 

    JPMorganChase

    Bellevue, WA
    5 days ago
  • $250k

     ...help increase sales to individual consumer clients. **Responsibilities:*** Work with...  ...client experience* Provide Tellers and other branch staff with coaching and guidance on...  ...opportunities, and present product offers/financial solutions* Understand and comply with Citibank... 
    Full time

    Citibank (Switzerland) AG

    Seattle, WA
    3 days ago
  •  ...Management, offers U.S. based clients and their advisors the...  ...and most respected financial firms in the world....  ...needs.As a Client Associate in J.P. Morgan Advisors...  ...Financial Advisor team, branch management, compliance...  ...- all while ranking first in customer satisfaction... 
    Local area

    JP Morgan Chase

    Seattle, WA
    6 hours ago
  • $40k - $59.01k

     ...communities. FWA's split their time between client servicing and transaction support (70% of...  ...and solutions to assist in client's financial wellness, both in person and through proactive...  ...efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Day shift

    KeyBank

    Seattle, WA
    1 day ago
  • KeyBank seeks a customer-focused associate on Mercer Island, WA, balancing client servicing with transaction support in a hybrid branch setting. You will engage clients, identify needs, and guide them toward tailored financial solutions while maintaining high service standards... 

    KeyBank

    Mercer Island, WA
    2 days ago
  • Fidelity Investments in Bellevue, WA is seeking a Financial Consultant to engage with clients in the Investor Center, offering mentorship and personalized financial planning. You will leverage an existing client base and institutional feeders of business, supported by Fidelity... 

    Soteria Reinsurance Ltd.

    Bellevue, WA
    3 days ago
  • LPL Financial collaborates with banks to provide a comprehensive suite...  ...services tailored to their clients needs. This exciting opportunity...  ..., more convenient network of branches throughout California, the...  ...active, must acquire within the first six months of hire)Computer... 
    Full time
    Work at office
    Local area

    LPL Financial

    Bellevue, WA
    2 days ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees,...  ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management...  ...digital solutions - all while ranking first in customer satisfaction. We are... 

    JP Morgan Chase

    Bellevue, WA
    3 days ago
  •  ...important people decisions. We help clients build better workplaces,...  ...GBS Divisional Sr. Financial & Actuarial Consultant is a key...  ...serve as a trusted resource for branch office staff, ensuring the delivery...  ...A collaborative, people-first culture with accessible leadership... 
    Work at office
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Seattle, WA
    6 hours ago
  • $20.67 - $31.25 per hour

     ...Personal Bankers engage clients in deeper...  ...to assist in client's financial wellness both in person...  ...efforts. As part of the branch team, the Personal Banker...  ...Personal Banker is a client first, sales-driven, self-...  ...Understanding and managing risks associated with banking... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Seattle, WA
    5 days ago
  •  ...Bank of America in Kenmore, WA is hiring a Client Experience Associate to engage clients in the lobby, educate them on self‑service options, and...  ...and connect customers to banking solutions to meet their financial goals. The role emphasizes a strong client focus, adherence... 
    Weekend work

    Bank of America

    Kenmore, WA
    17 hours ago
  • $22 - $28 per hour

     ...delivering an exceptional client experience by adhering...  ...prospects in client financial review(s) and business...  .... Supports the branch goal of identifying and...  ...We offer eligible associates comprehensive healthcare...  ...eligibility begins the first day of the month following... 
    Immediate start

    Columbia Banking System, Inc.

    Bellevue, WA
    3 days ago
  • $100k - $250k

     ...Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join our fast-growing firm. Candidates should be...  ...a practice while providing high-quality advice and service to clients. The ideal candidate will have a four-year degree, CFP designation... 

    Empirical Wealth Management

    Seattle, WA
    4 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Mercer Island, WA to provide comprehensive financial planning and advice. This role demands a solid understanding of financial markets and the integrity to prioritize client needs. A successful candidate should have... 

    TwinThread

    Mercer Island, WA
    4 days ago
  •  ...delivering outstanding service to our clients and each other. We support a...  ...work to improve our clients’ financial well-being, we also work to...  ...Advisor, you will spend the first two years learning the core...  ...training sessions at various branches throughout the system. You... 
    Permanent employment
    Apprenticeship
    Traineeship
    Work at office
    Local area
    Relocation

    Dadavidson

    Seattle, WA
    4 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to provide comprehensive financial planning and advice to individual clients and families. The role requires a minimum of two years as a Financial Advisor and expertise in delivering personalized investment... 

    Next Frontier Capital

    Seattle, WA
    3 days ago
  •  ...assigned to one or multiple bank branches Deliver Non-Deposit...  ...customers Provide advice-based financial solutions for an assigned book...  ...insurance solutions from retail clients Build strong partnerships...  ...active, must acquire within the first six months of hire) Computer... 
    Work at office

    Jobtailor

    Seattle, WA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-First Financial Branch Associate. Be the first to apply!