Client‑Focused Financial Services Pro
$23 - $27 per hourMariner-Finance
Mariner-Finance in Everett, WA is looking for a Customer Service and Sales Representative. This position involves providing exceptional service to customers by solving problems, analyzing financial information, and presenting loan solutions. Candidates should have a high school diploma and a minimum of two years in a customer service or sales role. Familiarity with financial services is preferred. The role offers a competitive salary ranging from $23.00 to $27.00 per hour along with additional benefits. #J-18808-Ljbffr Mariner-Finance
$28.85 - $33.65 per hour
Bank of America in Marysville is seeking a Financial Solutions Advisor to assist clients in achieving financial goals using core banking and investment solutions. You will develop and manage client relationships while ensuring compliance with regulatory requirements. The...SuggestedHourly payFull time$24.52 - $37.5 per hour
...Bank communities. The Private Client Banker (PCB) is part of the... ...Private Client Program and will focus on the entire client... ...with a plan-based approach to financial advice. As a PCB, you will deliver... ...offering appropriate products and services. PCBs identify products and...SuggestedHourly payImmediate startFlexible hoursDay shift- A leading global financial services firm located in Everett, WA seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years experience in financial advisory...Suggested
- JPMorganChase is seeking a Financial Advisor in Everett, WA, to provide personalized investment... ...requires at least 2 years of financial services experience, along with valid Series 7... ...will be responsible for managing client relationships, demonstrating a deep understanding...Suggested
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client... ...be done with a consistent focus on relationship management, not...Suggested
$24.92 - $30.46 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...at—all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workLocal area- LPL Financial is seeking an Associate Financial Advisor in Edmonds, WA to deliver personalized financial guidance. In this role, you will... ...financial plans and strategies while assisting with client relationships in a collaborative and growth-oriented team environment...
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities, and... ...minimum of one year of financial services industry or sales experience... ...Customer and Client Focus Portfolio Management Prospecting...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$23k - $28k
...role involves managing the claims process, working closely with clients and various stakeholders. Applicants must have a Property & Casualty... ...position offers a salary range of $23,000 - $28,000, with a focus on collaborative teamwork in an on-site environment. #J-18808-Ljbffr...$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I (FSA I) Assist clients in achieving their financial goals by leveraging Bank of America... ...degree or one year of financial services or sales experience. Skills Client... ...management Client and customer focus, portfolio management,...Hourly payWork at officeImmediate startMonday to FridayDay shift$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging client... ...referrals to appropriate internal service providers based on client needs and... ..., Branding, Customer and Client Focus, Oral Communications, Issue...Temporary workImmediate startShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ...to appropriate internal service providers based on client needs... ...Customer and Client Focus Oral Communications Issue Management...Temporary workMonday to FridayShift workDay shift$70.3k - $150k
...Job Description Job Title: Client Advisor Department: Growth... ...humans and high tech to offer multiple financial products and services to millions of businesses and individual... ...revenue growth in the industry with a focus on utilizing technology and tech...Immediate startFlexible hours$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank... ...fast-paced environment, are client-focused, team oriented, and are able to execute...Work at officeLocal area$34 - $60 per hour
...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer... ...to) years of experience, complement of clients serviced, banking services and options... ...services position ~ Customer service focus with experience handling complex transactions...Ongoing contractTemporary workWork experience placementWork at officeImmediate start- A leading global financial services firm is seeking an Associate Banker in Snohomish, WA. This role involves engaging customers in the branch, assisting with transactions, and educating them on digital banking solutions. The ideal candidate will have at least 6 months...
- ...Banker in Snohomish, Washington to provide exceptional customer service and sell a full range of banking products. The successful... ...effective communication skills, and a commitment to follow-up with clients. This role includes responsibilities like interviewing customers...
- ...Washington. This role involves building strong client relationships and providing year-round... ..., audit support, and planning services. Ideal candidates should have over 5 years... ...dynamic team dedicated to supporting clients' financial goals while enjoying a comprehensive...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client... ...be done with a consistent focus on relationship management, not...
$82.2k - $137k
...LPL Financial LLC is seeking an Associate Financial Advisor in Edmonds, Washington. In this... ...experienced advisors in managing client relationships. Qualifications include a... ...Series 7 and 66, and 2+ years of financial services experience. Competitive salary range is...- ...category. Turing also works with Fortune 500 enterprises across Financial Services, Life Sciences, Healthcare, Retail, Automotive, and CPG to... ...of evaluation frameworks, and serve as an expert advisor for client teams reviewing AI model outputs. The role is designed for...Contract workFor contractorsFreelanceRemote workFlexible hours
- ...Financial Solutions Advisor- Seattle North Area Shoreline, Washington... ...and delivering for our clients, teammates, communities and shareholders... ...to appropriate internal service providers based on client... ...Branding • Customer and Client Focus • Oral Communications •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Associate Financial Advisor Where ambition meets innovation. Build... ...your success while helping clients pursue their financial goals.... ...will join a collaborative team focused on delivering personalized,... ...who is passionate about client service, financial planning, and...Work at officeWork from home
$60k - $70k
A leading financial services firm in Everett is looking for a motivated individual to provide exceptional client service as part of their Wealth Management team. The role includes coordinating branch meetings, client-facing tasks, and marketing activities. Candidates should...$85k - $95k
...Organization Committed to Excellence Our client is an industry-leading company recognized for its commitment to innovation, financial excellence, and operational efficiency.... .... Join a collaborative and growth-focused environment that values innovation and...$11 - $80 per hour
...tax preparation firm in Everett is seeking an experienced Tax Advisor to provide clients with comprehensive tax services and year-round support. You will help clients make informed financial decisions, manage tax preparations, and conduct virtual interviews. Ideal...Hourly pay$23 - $31 per hour
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving... ...other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a...Work experience placementFlexible hours$100k - $175k
...winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.For contractors- ...Provide tax compliance and consulting to a diverse base of clients Oversee complex tax projects for a variety of clients and... ...United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right...Flexible hours
$55k - $65k
A financial services firm in Everett, WA is seeking a Registered Client Associate to provide exceptional client service and support financial activities. The ideal candidate will have significant knowledge of the securities industry, strong communication skills, and the...
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