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

Client-Focused Financial Services Associate

Edward Jones HQ

Edward Jones in the 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/sell orders while addressing client questions and collaborating to execute branch strategies. Ongoing training and compliance are emphasized. #J-18808-Ljbffr Edward Jones

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Services Associate in Tacoma, WA vacancy
  • Bank of America seeks a client-focused financial professional to guide clients toward their financial goals using brokerage and banking products. You will triage requests, refer to appropriate specialists, and manage risk in a fast-paced environment. The role emphasizes... 
    Suggested

    Bank of America

    Tacoma, WA
    2 days ago
  • 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... 
    Suggested
    Work at office

    Bank of America

    Puyallup, WA
    4 days ago
  •  ...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,... 
    Suggested
    Afternoon shift

    JPMorganChase

    Federal Way, WA
    4 days ago
  • $24.52 - $37.5 per hour

     ...Private Client Banker Location: 5055 Borgen Boulevard - Gig Harbor...  ...Client Program and will focus on the entire client relationship...  ...a plan-based approach to financial advice. As a PCB, you will deliver...  ...appropriate products and services. PCBs identify products and services... 
    Suggested
    Hourly pay
    Work experience placement
    Immediate start
    Day shift

    KeyCorp

    Gig Harbor, WA
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a...  ...business where you can help your clients achieve their goals through...  ...as a financial representative focused on client-building and...  ...Funding · Investment & Advisory Services · Trust Services · Retirement... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Tacoma, WA
    12 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward...  ...first. With over 9 million clients and 20,000 financial advisors...  ...privately-owned, placing the focus on our clients rather than shareholder...  ...partnership. Edward Jones associates are seen, heard, respected,... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Tacoma, WA
    12 hours ago
  • Bank of America in Washington state seeks a client-focused Banking Center Associate to engage clients in the lobby, guide self-service tools, and process transactions with accuracy. You will build relationships and support customers across personal and small-business needs... 
    Work at office
    Shift work

    Bank of America

    Puyallup, WA
    2 days ago
  • Bank of America in Tacoma, WA seeks an in-branch associate to educate clients and assist with transactions via self-service options. You will process cash transactions...  ...meaningful conversations, and connect them with financial solutions to meet goals. The role emphasizes... 

    Bank of America

    Tacoma, WA
    4 days ago
  •  ...developing the next generation of financial representatives, ranked the...  ...transition into financial services. You’ll be surrounded by...  ...planning approach and client-first focus, he was motivated by the...  ...involvement, and professional associations. Qualifications:... 
    Full time
    Internship
    Seasonal work
    Work at office
    Visa sponsorship
    Flexible hours

    Northwestern Mutual - Puget Sound

    Tacoma, WA
    29 days ago
  •  ...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 office
    Local area

    LPL Financial

    Tacoma, WA
    1 day ago
  •  ...with procedures and regulations while building relationships with clients. The role emphasizes identifying client needs, offering...  ...goals. A High School Diploma or GED is required, with banking or customer service experience preferred. #J-18808-Ljbffr Columbia Bank

    Columbia Bank

    Tacoma, WA
    1 day ago
  • $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...  ...- whether shaped by military service, community college education,...  ...Management Customer and Client Focus Portfolio Management... 
    Hourly pay
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Tacoma, WA
    2 days ago
  •  ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...whether shaped by military service, community college...  ...work ethic and intense focus on results, acting in...  ...or business-relevant Associate’s Degree such as business... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Tacoma, WA
    12 hours ago
  •  ...WA has partnered with LPL Financial to offer a Financial Advisor role. You will be associated with LPL Financial, not as...  ...with comprehensive investment services. Join a team focused on helping members at every...  ...LPL’s tools and BECU’s client base. The position includes... 

    LPL Financial

    Tacoma, WA
    3 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire...  ...History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills... 
    Full time
    Work at office
    Flexible hours

    Bankers Life

    University Place, WA
    1 day ago
  •  ...Position Overview: As a Financial Advisor at Northwestern Mutual Tacoma, you will help clients achieve their financial goals by creating and evolving personalized...  ...platforms, and a dedicated Financial Planning Services Team. Why Join Us? Be part of a... 
    Full time
    Work experience placement

    Northwestern Mutual

    Tacoma, WA
    4 days ago
  • $20.67 - $31.25 per hour

     ...Personal Bankers engage clients in deeper...  ...to assist in client's financial wellness both in person...  ...of business partners – focusing on client acquisition...  ...important than financial services experience. KeyBank provides...  ...Understanding and managing risks associated with banking... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Tacoma, WA
    2 days ago
  •  ...seeking a Lead Teller to act as a trusted advisor within our Tacoma branch. You will be the primary troubleshooter for complex client service needs, coach tellers, and ensure day-to-day teller scheduling and branch compliance. You will help observe client interactions... 

    KeyBank

    Tacoma, WA
    12 hours ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping...  ...financial principles and a client-first philosophy. We inspire...  ...military families, you will focus on financial plans that are constantly...  ...for veterans, transitioning service members and military spouses... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Lakewood, WA
    4 days ago
  • JPMorgan Chase & Co. is seeking an Associate Relationship Banker to welcome clients in our branch and provide trusted financial guidance. You will use modern banking tools to connect...  ...include delivering exceptional service, asking questions to understand needs, guiding... 

    Aumni

    Lakewood, WA
    1 day ago
  •  ...Relationship Banker in our Washington branch to deliver exceptional client service and build lasting relationships. You will use banking...  ...clients on Chase tools, and collaborate with experts for complex financial needs, while adhering to regulatory requirements. The role... 
    Weekend work
    Afternoon shift

    Aumni

    Federal Way, WA
    3 days ago
  •  ...America in Tacoma, WA is seeking a customer-focused Banking Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect...  ...deepening client relationships, guiding self-service transactions, and delivering exceptional... 
    Weekend work

    Bank of America

    Tacoma, WA
    4 days ago
  •  ...who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions,...  ...problem—no experience needed - sales, customer service, or people-facing experience is a big plus! First... 
    Full time

    Bankers Life

    Tacoma, WA
    4 days ago
  • $24.92 - $30.46 per hour

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...all from Day One. Job Description Client Relationship Consultants build...  ...available deposit and loan products and services, and recommending solutions based on each... 
    Temporary work
    Local area

    U.S. Bank

    Milton, WA
    2 days ago
  • $24.92 - $30.46 per hour

     ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping...  ...we serve to make better and smarter financial decisions and enabling the communities we...  ...available deposit and loan products and services, and recommending solutions based on each... 
    Temporary work
    Local area

    U.S. Bancorp

    Milton, WA
    1 day ago
  • $18 - $23 per hour

     ...point of contact for most clients, Tellers play a key...  ...s Breakthrough Client Service Standards. With...  ...and uncover customer's financial needs to identify and...  ...referral goals for branch by focusing and identifying and...  ...clients ~ and other bank associates. Be a part of a... 
    Night shift

    Columbia Banking System, Inc.

    Tacoma, WA
    2 days ago
  •  ...level of professionalism and service unsurpassed in the...  ...on-one consultations with clients to understand their financial goals and assess their eligibility...  ...interpret sounds and associated meanings at a volume...  ...remember processes, maintain focus, complete tasks... 
    Minimum wage
    Work at office
    Local area
    Monday to Friday

    Guild Mortgage

    Tacoma, WA
    1 day ago
  • $20 - $22 per hour

     ...point of contact for most clients, Teller's play a key...  ...s Breakthrough Client Service Standards. With...  ...and uncover customer's financial needs to identify and...  ...referral goals for branch by focusing and identifying and...  ...clients and other bank associates. Be a part of a bank... 
    Night shift

    Columbia Banking System, Inc.

    Fife, WA
    12 hours ago
  • $18 - $23 per hour

     ...point of contact for most clients, Tellers play a key...  ...s Breakthrough Client Service Standards. With...  ...and uncover customer's financial needs to identify and...  ...referral goals for branch by focusing and identifying and...  ...clients and other bank associates.Benefits:Competitive Incentive... 
    Night shift

    Columbia Bank (WA, OR & ID)

    Tacoma, WA
    3 days ago
  • Northwestern Mutual is recruiting financial advisors who start by building client relationships and learning through award-winning training. You’ll pursue licenses Life/Accident & Health, SIE, and Series 6/7/63 as you grow a planning practice with growth potential. As an... 
    For contractors

    Unavailable

    Tacoma, WA
    1 day ago

Do you want to receive more vacancies?

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