Member Solutions Advisor - Financial Services & Cross-Sell
First Tech Federal Credit Union
First Tech Federal Credit Union in Bellevue, WA seeks a Relationship Banker to act as a frontline financial partner. You will process routine transactions in person, on the phone, and by email while building strong member relationships and offering tailored products. The role requires a high school diploma, 6 months of sales/customer service experience, and solid communication and listening skills. Location is RidgePointe Experience Center, with a competitive hourly target and monthly incentives. #J-18808-Ljbffr First Tech Federal Credit Union
- Verity Credit Union is hiring a Full-Time Member Consultant I at our Beacon Hill/Rainier Branch to enhance members' financial lives and support community goals. You will... ...members on alternate ways to transact while cross-selling Verity products. This role combines teller...SuggestedFull time
$124k - $280k
...Finance Consulting services, will provide the... ...optimise and align financial planning,... ..., leveraging team member’s unique strengths... ...performance management solutions that help clients... ...serve as a trusted advisor across finance transformation... ...across cross-functional business...SuggestedFull timeH1b- ...Washington, DC. The role focuses on assisting in sales, product and service activities while coordinating with customer service to foster... ...include handling small business lending referrals, cross-selling treasury products, and coaching branch staff on product referrals...Suggested
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...providing comprehensive advice and customized solutions to clients to help them achieve their...SuggestedHourly payFull timeTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...or a minimum of one year of financial services industry or sales experienceBilingual...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift- LPL Financial collaborates with banks to provide a comprehensive... ...suite of financial services tailored to their... ...to join our employee advisor model as a Wealth... ...to financial solutions for an assigned book... ...products to support cross- selling opportunities and to...Full timeWork at officeLocal area
$22.55 - $26 per hour
...Banker is a frontline financial partner (financial MDs... ...supportive and dynamic member focused sales team. As... ...tailored products and services to help them reach... ...objectives (i.e. campaigns, cross-selling, and referrals),... ...belief that financial solutions should put people first...Hourly payFull timeWork at office- ...insurance needs, recommend appropriate solutions, and turn opportunities into long-term... ...and ask for the business. Identify cross-sell opportunities to provide customers... ...based selling. Previous insurance, financial services, banking, automotive, business development...Base plus commissionFull timeFor contractorsWork at office
$104.1k - $139.97k
...in the commercial vehicle, financial, and customer service fields with... ...thinking skills. The team member will utilize his/her skill... ...implementing data-driven solutions that improve accuracy, efficiency... ...business outcomes.Partner with cross-functional teams to support...Temporary workWork experience placement$92.22k - $106.1k
...join our team. As a key member of the team, you will... ...for our Workday Financials Practice. You will be... ...implementing Workday solutions, working directly with... ...effectively collaborate with cross-functional teams to ensure... ...provide professional services in an alternative...Full timeContract workLocal areaFlexible hours$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...or a minimum of one year of financial services industry or sales experienceSkills: •...Hourly payFull timeWork at officeImmediate startShift workDay shift$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer Island, Washington... ...their time between client servicing and transaction support (7... ...and provide guidance and solutions to assist in client's... ...coordination among team members to ensure time is spent in...Hourly payWork experience placementWork at officeDay shift$84k - $96k
...Associate Wealth Advisor Focus Partners Wealth is... ...participation in the financial planning process. Responsibilities... .... Focus provides team members the flexibility to... ...platform Service as the day-to-day contact... ...personalized wealth planning solutions to clients in all 50...Work at officeRemote work2 days per week$182.4k - $273.6k
...partner and trusted advisor. In this SVP role, you... ...deliver comprehensive financial solutions. Your work will... ...pipeline, identifying cross-sell opportunities across... ...and direct junior team members, allocating work effectively... ...banking products and services including credit,...Full timeWorldwide$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work. Rewarding... ...is an independent financial services practice of Thrivent in Bellevue, WA. We... ...relationships with existing and new clients/members Strong technical computer aptitude and...Full timeLocal area- Bank of America is seeking a Financial Solutions Advisor Stage I in Seattle. This role involves obtaining necessary securities licenses and mastering... ...teams. A high school diploma and experience in financial services are preferred. The role provides flexible scheduling and...Hourly payFlexible hours
$75k - $85k
...guided by a common purpose to help make financial lives better through the power of every... ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...makes referrals to appropriate internal service providers based on client needs and...Temporary workWork at officeShift workDay shift- ...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...priorities and connecting clients to solutions that meet the financial goals... ...investment adviser, **Member SIPC** and a wholly owned...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) to start by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client advisory skills. You'll support and grow a client portfolio and progress to higher roles, including FSA...Work at officeMonday to Friday
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...providing comprehensive advice and customized solutions to clients to help them achieve their...Hourly payTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads,... ...requests and makes referrals to appropriate internal service providers based on client needs and asset...Temporary workImmediate startMonday to FridayShift workDay shift- 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, Lynnwood... ..., needs-based financial planning and cross-selling of products while maintaining...Local area
$140k - $200k
...Title: Senior Wealth Advisor Job Description The... ...understands each client’s financial life, leads key... ...high-touch, personalized service. Demonstrate a genuine... ...five team members in Bellevue, Washington... ...class corporate talent solutions to thousands of clients...Permanent employmentWork at officeMonday to Friday- Bank of America in Renton, WA seeks a financial professional to deliver comprehensive guidance and customized solutions. You will triage leads, refer clients to internal... ...covering investments, banking, and advisory services to help clients reach their financial goals....Monday to Friday
- Company Description Ameriprise Financial Services, LLC has been helping... ...asset management, and insurance solutions. With a nationwide network of... ...10,000 financial advisors and corporate locations across... ...registered investment adviser and a member of FINRA and SIPC, providing...Full timeWork at officeWork from home
- ...a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory... ...investment advisory solution, providing clients... ..., specialized service, and ongoing advice built... ...mentor junior SWA team members. If you are looking to... ...creating and customizing financial plans and portfolios for...Work at office
$100k - $140k
## Associate Financial Advisor - Afton Union Financial Group - Seattle, WAApplylocations... ...different kind of financial services firm, one that puts... ...planning, insurance solutions, and ongoing relationship management... ...communications with members/customers, which may include...Full timeRemote work- ...management and investment products and services for individuals, companies, and... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...specialists, and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$84k - $96k
...seeking an Associate Wealth Advisor to join our team! The... ...participation in the financial planning process.... .... Focus provides team members the flexibility to work... ...relationship management platform Service as the day-to-day... ...wealth planning solutions to clients in all 50 states...Work at officeLocal areaRemote work2 days per week$55k - $115k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Provide prompt, accurate, and friendly... ...submissions, and billing clarification. As an Agent Team Member, you will receive… Benefits 401K Salary plus commission/...For contractorsWork at office
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