Private Client Banker - Financial Wellness Advisor
$24.52 - $37.5 per hourKeybank, National Association
KeyBank in Issaquah is looking for a Private Client Banker to serve as a trusted advisor for clients with up to $2M in investable assets. This role involves assessing client financial needs, recommending appropriate services, and building lasting relationships. The ideal candidate should have a strong background in sales, excellent communication skills, and knowledge of financial products. This position offers a base pay rate ranging from $24.52 to $37.50 per hour and comprehensive benefits. #J-18808-Ljbffr KeyBank
$24.52 - $37.5 per hour
...a problem solver, trusted advisor, and partner to the people... ...our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... ...a plan-based approach to financial advice. As a PCB, you will... ...in their financial wellness by assessing their financial...FinancialPrivate clientHourly payWork experience placementImmediate startFlexible hoursDay shift- ...Private Client Banker You have a passion for taking care of our customers... ...advice tailored to suit their financial needs. As a Private Client... ...Chase's affluent clients as well as other customers in the... ...Specialists (Private Client Advisors, Mortgage Bankers and Business...FinancialPrivate clientAfternoon shift
- KeyCorp is seeking a Private Client Banker to own client relationships with a plan-based approach to financial advice. This role focuses on providing tailored financial solutions to clients with up to $2M in investable assets, while collaborating with Retail, Key Investment...FinancialPrivate client
$25 - $38.46 per hour
...a problem solver, trusted advisor, and partner to the people... ...our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private... ...a plan‑based approach to financial advice. As a PCB, you will... ...in their financial wellness by assessing their financial...FinancialPrivate clientHourly payWork experience placementDay shift- KeyCorp in Issaquah is seeking a Private Client Banker to provide personalized financial advice and develop strong client relationships. You will help offer tailored... ...investments up to $2M, focusing on their financial wellness. The ideal candidate brings client relationship...FinancialPrivate client
- A financial services company is seeking a Private Wealth Advisor to identify and deepen relationships with High Net Worth clients. This role involves advising clients on various financial matters, including investments and estate planning. Candidates should have at least...FinancialPrivate clientWork at officeFlexible hours
- 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...FinancialPrivate client
- ...seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional... ...partners. The ideal candidate has a minimum of five years in financial services and a strong referral network. This role requires...FinancialPrivate client
- ...KeyBank is seeking a Private Client Banker in Redmond to manage relationships with individuals and small businesses, delivering plan-based financial advice. You will assess client needs, gather data, and refer appropriate investment and insurance products, with potential...FinancialPrivate client
$22.33 per hour
...help strengthen your community's financial health? Looking for an... ...WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial... ...serves consumers and business clients across nine Western states. Our... ..., Teams, PowerBI and Outlook. Well-developed smart phone and digital...FinancialWork at office$20.82 per hour
...About this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending... ...with realtors, builders, financial professionals, bank stores, past... ...mortgage loan products based on client needs Review and analyze low to...FinancialWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work- ...Chase & Co. is seeking a Vice President, Private Wealth Planner to provide comprehensive... ...management solutions to its private clients. This role involves collaborating with advisors and delivering holistic, goals-based financial planning, utilizing proprietary Wealth...FinancialPrivate client
- JPMorganChase in Bellevue, WA is seeking a Financial Advisor to enhance client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience in financial services and hold a Series 7 license. Responsibilities include...FinancialPrivate client
- ...Relationship Banker Issaquah, Washington;Redmond, Washington **To... ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...physical, emotional, and financial wellness, recognizing and rewarding...FinancialWork at officeShift workDay shift
$78k
J.P. Morgan is looking for a Private Client Advisor in Bellevue, WA to provide comprehensive financial planning and personal investment solutions. You will support a diverse clientele and deliver exceptional service while developing a book of business. The ideal candidate...FinancialPrivate client- WaFd Bank is hiring a Personal Banker to assist clients with personal and business banking solutions. The role focuses on understanding client needs and enhancing their financial health, fostering community connections and financial education. The ideal candidate will possess...Financial
- Koitecc Solutions is seeking a Relationship Banker in Issaquah, WA, devoted to providing exceptional banking experiences. The role involves managing client relationships, offering financial solutions, and utilizing banking technology effectively. The ideal candidate will...Financial
- J.P. Morgan Chase is seeking a Private Client Advisor in Redmond, WA, to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions. You will require at least 2 years in a Financial...FinancialPrivate client
- ...Vice President, Private Wealth Planner The Private Client experience at J.P. Morgan offers... ...clients with a detailed financial plan. Utilising J.P. Morgan... ...team, you will partner with advisors and clients to deliver... ...coverage, on‑site health and wellness centres, a retirement...FinancialPrivate clientWork at office
- Bank of America Merrill Wealth Management is hiring a Client Service Associate to support Financial Advisors and Client Associates, delivering superior service to clients while aligning with bank policies and risk controls. This role emphasizes in-office collaboration...FinancialPrivate clientWork at office
- ...memorable experiences for our clients and employees, making them feel... ...inclusion. As a Relationship Banker in a Chase Branch, you will... ...banking solutions and cutting‑edge financial technology combined with... ...clients about banking solutions, as well as collaborate with and...FinancialImmediate startAfternoon shift
- The Private Client experience at J.P. Morgan offers a pathway to Wealth... ...provide clients with a detailed financial plan. Utilizing J.P. Morgan'... ...team, you will partner with advisors and clients to deliver... ...coverage, on‑site health and wellness centers, retirement savings...FinancialPrivate clientWork at office
- ...Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is... ...Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for...FinancialPrivate clientTemporary workWork at office
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is... ...Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for...FinancialPrivate clientTemporary workWork at officeLocal areaImmediate start
$18 - $23.08 per hour
...seeking a Teller in Mercer Island, Washington, to provide exceptional client service in-person. The Teller will help clients with account transactions, resolve issues, and assist in achieving financial wellness. This role requires a high school diploma, client service, and...FinancialHourly pay$89.6k - $156.6k
...scope, schedules, resourcing and client satisfaction while working... ...project scope and objectives, as well as the role and function of... ...-7 years work experience with private sector clients working in industries... ...experience with project financial tracking, and change management...FinancialPrivate clientWork experience placementFor subcontractorLocal area$55k - $77k
...Location 27205 SE 172nd Street, Covington Washington Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the...FinancialPrivate clientTemporary workBank staffWork at officeFlexible hoursNight shift- ...an enthusiasm for helping our clients, taking care of our employees... ...solutions to meet their financial needs. Job Responsibilities... ...least 2 years in a Financial Advisor role or equivalent financial... ...coverage, on‑site health and wellness centers, a retirement savings...FinancialPrivate client
$78k
J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA Bellevue, WA, United States... ...best investment solutions to meet their financial needs. As a Private Client Advisor in... ...health care coverage, on‑site health and wellness centers, a retirement savings plan,...FinancialPrivate clientFull time$22 - $27 per hour
...About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards... ...manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide...FinancialImmediate start
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