Client-Focused Insurance & Financial Services Advisor
Cherylgranger
Cherylgranger in Bainbridge Island, WA is looking for a vibrant individual to join as a customer service representative. You will build strong relationships with clients, guide them through tailored insurance options, and drive business growth by generating leads. This role offers flexible hours, paid time off, and the chance for advancement. Ideal candidates should possess excellent communication skills and be detail-oriented, with a proactive approach to problem solving. #J-18808-Ljbffr Cherylgranger
- Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products. This role requires...Suggested
- ...businesses with personalized financial strategies. The firm focuses on client-specific circumstances... ...such as long-term care insurance, special needs planning,... ..., with financial services provided through qualified... ...Description The Financial Advisor is a full-time, hybrid role...SuggestedFull timeWork at officeLocal areaWork from home
- ...in-branch team member on Bainbridge Island to engage clients in the lobby, educate on self-service banking options, and assist with transactions. You will... ...relationships, and connect clients to appropriate financial solutions while delivering a high-quality client experience...SuggestedWeekend work
- A leading financial services firm seeks a Private Client Advisor on Bainbridge Island, Washington. The role involves providing comprehensive financial planning and advice to clients, helping them achieve their financial goals. Candidates must have at least 2 years of experience...Suggested
- Mechanics Bank is seeking a Wealth Advisor affiliated with LPL Financial to deliver comprehensive investment and insurance solutions in a local branch network across Seattle... ...collaborate with retail staff to provide client-focused, needs-based financial planning and cross...SuggestedLocal area
$60k - $80k
...annuity, life and health insurance solutions for those... ...that partners with financial professionals to address clients’ needs with... ...prospecting with assigned advisors to maximize sales... ...in financial services sales (either wholesale... ...or retail) with a focus on life insurance strategies...Local area- Bank of America on Bainbridge Island seeks a financial advisory professional to guide clients in achieving financial goals using brokerage and banking products... ..., with at least one year in investments or financial services and a proven sales or client-management track record....
- ...we help the world's leading Financial Services organizations reinvent finance... ...executives in banking, insurance and capital markets, helping... ...Analysis (P&PA) capability focuses on Financial Services, turning... ...dataset, and in front of a client, and you want to build depth...Live inWork at officeLocal area
- A leading financial services firm in Bainbridge Island is seeking a Relationship Banker who excels in creating memorable experiences for clients. In this role, you will build and maintain client relationships, effectively educating them about banking solutions and technology...
- ...the United States is seeking a Private Client Banker in Branch Banking to manage a... ...education and advice tailored to clients' financial needs. The role emphasizes a proactive, education-focused approach, offering access to self-service options and adherence to regulatory...
- Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer... ...relationships. You will educate clients on self-service options, assist with basic transactions,...
$24.52 - $37.5 per hour
...problem solver, trusted advisor, and partner to... .... The Private Client Banker (PCB) is part... ...Program and will focus on the entire client... ...based approach to financial advice. As a PCB,... ...products and services. PCBs identify products... ...of investment and insurance products...Hourly payTemporary workDay shift- ...frontline professional to engage clients in a branch lobby, educate on self-service channels, and accurately process... ...client relationships, understand financial needs, and connect clients to suitable... ...requires a proactive, customer-focused mindset, the ability to work in a...Weekend workDay shift
$100k - $120k
...CompanyWe’re a diversified financial services leader with more than $1.... ...and institutional clients. We are a longstanding leader... ...global asset manager and an insurer. Our unwavering focus on our clients and strong... ...and growth through advisor and client acquisition, retention...Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week- ...Thrivent Financial AdvisorMeaningful work. Rewarding... ...different kind of financial services firm, one that puts... ...advice, investments, insurance, banking and generosity... ...'s comprehensive advisor onboarding program. After... ...achievable advice and connect clients to Thrivent products...
- KeyBank’s Private Client Banker role in Mill Creek focuses on owning the client relationship with a plan-based approach to financial advice. You will deliver solutions to clients with up to $2M in investable assets and refer products to specialists across Retail, Private...
$78.1k - $126.5k
...assurance firm, providing clients with a genuine coast-... ...the world’s leading financial centers - New York,... ...provide professional services through an alternative... ...a highly dynamic team focused on providing exceptional... ...as a valued business advisor, build relationships and...Full timeWork experience placementLocal areaWorldwideNight shift3 days per week$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... ...- whether shaped by military service, community college education,... ...strong work ethic and intense focus on results, acting in the best...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- JPMorganChase in Seattle is seeking a Financial Advisor to deliver personalized investment solutions and build relationships with clients. The role requires at least 2 years of experience in financial advising and includes extensive training in client acquisition. Benefits...
$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... ...assistance program, life insurance, disability insurance,...Night shift- A leading financial institution in Seattle is looking for a Financial Solutions Advisor Registration Candidate. This entry-level role involves... ...financial advice to clients, managing client relationships... ...background in the financial services industry. The position offers...Full time
$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... ...assistance program, life insurance, disability insurance,...Full timeLocal areaNight shift- Modern Woodmen of America is seeking financial representatives to help individuals from diverse backgrounds achieve their financial goals... ...integrity, leadership, and a team-oriented mindset, with a focus on building long-term relationships and community impact. Training...
- ...Union in Kohler, WI, and TruStage offer an Associate Financial Advisor role connected to LPL Financial. This position... ...of investment products. Licensing requirements in focus include Series 7 and 66, with an insurance license recommended. Compensation includes a base...
$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... ...important than financial services experience. KeyBank provides...Hourly payWork experience placementDay shift- ...Relationship Banker at a Chase Branch to represent our brand with hospitality, acquire, manage, and retain client relationships, and offer thoughtful financial solutions. This role emphasizes delivering an exceptional client experience, leveraging digital tools, and complying...Weekend workAfternoon shift
- ...hiring for a lobby associate dedicated to helping clients complete transactions and access self-service resources such as mobile, online, and ATM banking.... ...handling, deep client conversations to understand financial goals, and connecting clients to suitable solutions...Work at officeWeekend work
$96k - $120k
.... WWT's work benefits clients and partners as much as... ...provides products and services to large enterprise,... ...identifying and communicating financial risk, and working... ...P&L. This role is focused on reconciling backlog... ..., Life and Disability Insurance, Flexible Spending Accounts...Full timeWork experience placementFlexible hoursShift work- Renovo Financial, a Chicago-based private lender, is seeking a Closer... ...outstanding post-closing service. You will drive the closing date... ...parties informed, and ensure insurance and documentation are current... ...role you will coordinate with clients, attorneys, title companies,...
- Sound Community Bank in Seattle seeks a Client Success Champion II to deliver outstanding service, handle teller tasks, and assist in account origination. You’ll support client needs via in-branch or virtual interactions and may back up the CRO I as required. The role emphasizes...
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