Member Experience & Financial Services Consultant
$26 - $32.12 per hourBECU
BECU in Seattle is seeking a Member Consultant II to enhance member experiences and provide expert financial services. In this role, you'll address consumer financial needs, assist in financial wellness programs, and ensure excellent service through sales consultation. The position offers an hourly pay range of $26.00 to $32.12 along with benefits including a 401(k) plan, medical, dental, and volunteer time off. #J-18808-Ljbffr
- ...BECU in Kirkland is seeking a qualified Member Consultant II to deliver exceptional member experiences across various financial products. You will utilize your product knowledge to meet members' financial needs and provide assistance with financial wellness programs. The...SuggestedFlexible hours
$26 - $32.12 per hour
...BECU in Seattle seeks a Member Consultant II to enhance customer experiences and financial wellness through expert consultations. Candidates should possess a bachelor... ...skills, and a strong commitment to customer service. This position offers a flexible schedule and a...SuggestedHourly payFlexible hours- BECU is seeking an Associate Financial Advisor to join our team in Washington... ...providing tailored investment services, conducting portfolio reviews, and supporting our member clients' financial goals. The... ..., relevant licenses, and experience in the financial industry. We...SuggestedHourly pay
- ...Union in Seattle is seeking a part-time Member Consultant II dedicated to delivering high-quality member experiences. You will identify and address members' financial needs while providing expertise in specialized financial services. This role requires a Bachelor’s...SuggestedPart timeShift work
- ...BECU is seeking an Associate Financial Advisor to provide personalized investment services and support our member clients in achieving their financial goals. Responsibilities include conducting portfolio reviews, offering tailored financial planning, and collaborating...Suggested
$22.55 - $26 per hour
...Banker is a frontline financial partner (financial MDs... ...supportive and dynamic member focused sales team. As... .... You'll engage in consultative conversations with members... ...tailored products and services to help them reach... ...required; financial services experience preferred Ability to...Hourly payFull timeWork at office- ...BECU is seeking a Member Consultant II in Factoria, Washington, to deliver exceptional member experiences and provide expertise in financial services. This role involves utilizing in-depth product knowledge and contributing to community financial wellness through education...
$75k - $90k
...Description Team-Based Financial Advisor Meaningful... ...Legacy Wealth Financial Consultants is an independent financial services practice of Thrivent in... ...existing and new clients/members Strong technical... ...'s degree or equivalent experience. Military veterans are encouraged...Base plus commissionLocal area- ...motivated Consumer Loan Specialist to drive positive member experiences in lending. You will guide members through the... ...innovations. Successful candidates will have experience in financial institutions and strong customer service skills, as well as proficiency in Microsoft Office...Work at office
$40k - $80k
...conversations and remarkable customer experience. If you are a motivated self-... ...and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus... ...Enthusiastic about the role insurance and financial products play in helping people...For contractorsWork at officeWork from homeFlexible hours$21 - $25 per hour
...Representative - State Farm Agent Team Member Full Time in Yakima, WA... ...and remarkable customer experience. If you are a motivated self... ...accurate, and friendly customer service. Service can include... ...about the role insurance and financial products play in helping people...Hourly payFull timeFor contractorsFlexible hours$70k - $105k
...Advisors, we offer personalized financial strategies designed to... ...investment advisory products and services as well as fixed and variable... ...sensitive communications with members/customers, which may include... ...~3+ years customer service experience ~ Excellent communication skills...Work at officeLocal area- ...Board of Trustees Member About the Company Leading philanthropic organization funding... ...of Trustees Member will be involved in financial planning, fundraising, and fostering... ...relevant discipline is preferred, and previous experience in a board or leadership role is a plus....
- ...Tired of traditional financial planning? Range is the fast, flexible, holistic... ...early or taking care of family — members can get answers to their... ...Associate (ECA) or similar 4-8+ years experience in a client-facing financial services roles Experience with in depth tax...Work at officeRelocationMonday to FridayFlexible hours
$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Seattle... ...their time between client servicing and transaction... ...coordination among team members to ensure time is spent... ...Embodies a strong client experience culture, being present... ...such as tele-consulting, outside calling, prospecting...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...greater retirement readiness, Voya Financial is committed to delivering on... ..., and research client service issues and investment questions... ...Representative with experience working defined contribution... ...Voya Financial Advisors, Inc. (member SIPC). #Voya #Securities #investment...Local area
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is... ...focuses on: Planning Experience • Asset & Income Protection •... ...• Investment & Advisory Services • Trust Services • Retirement... ...adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern...Full timeContract workFor contractorsWork at office- ...Who We Are At Corebridge Financial, we believe action is everything... ...With Corebridge Financial Services has been helping Americans... ...planning tools for community members who work in healthcare, higher... ...retirement and financial planning experience for our customers and their...Local areaImmediate startRemote workRelocation
$55k - $115k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities ~ Provide prompt, accurate, and... ..., and billing clarification. As an Agent Team Member, you will receive... ~401K ~ Salary plus commission/bonus...For contractors- ...Job Description Job Description Financial Planning Strategist-Redmond or Mercer... ...goals. This is achieved through the members of our centralized planning... ...hired into the position ~5+ years’ experience in financial services (minimum of 2 years required) or equivalent...
$125k
...comprehensive retirement planning services and tax-optimized investment... ...and providing comprehensive financial planning advice. Below are... ...not only our Advisors but all members of our team. Requirements:... ...years of financial planning experience. Ability to assess a prospective...$124k
...Fortune 100 company that is a leader in the financial service industry, New York Life will invest in... ...-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed... ...to clients. Qualifications Proven experience in account management and sales, with a...Contract workWork at officeRemote work1 day per week$23.39 - $35.78 per hour
...and coordinates all aspects of financial obligations for private pay... ...complaints related to financial services are responded to and... ...'s Degree --or-- Additional experience may be substituted for no degree... ...principle that every workforce member has the right to work in surroundings...Work at officeLocal areaShift work$23.39 - $35.78 per hour
...and coordinates all aspects of financial obligations for private pay... ...complaints related to financial services are responded to and... ...'s Degree --or-- Additional experience may be substituted for no degree... ...principle that every workforce member has the right to work in surroundings...Full timeWork at officeLocal areaShift work- ...and coordinates all aspects of financial obligations for private pay... ...complaints related to financial services are responded to and... ...s Degree --or-- Additional experience may be substituted for no degree... ...principle that every workforce member has the right to work in surroundings...Minimum wageWork at officeLocal areaShift work
- ...thoughtful, high‑quality planning experience that helps clients gain... ...confidence, and optimism around their financial lives. The Financial Planner... ...advisors and other team members to support the delivery of... ...Responsibilities Provide exemplary client service and communication to high‑net...Full timeWork at office
$100k - $130k
...thoughtful, high-quality planning experience that helps clients gain... ...confidence, and optimism around their financial lives. The Financial Planner... ...advisors and other team members to support the delivery of... ...Responsibilities Provide exemplary client service and communication to high-net...Full timeWork at officeFlexible hours- A financial technology company is looking for an experienced Financial Planner to craft financial plans and support members through an innovative platform. You will collaborate with... ...CFP certification and prior experience in financial services, providing a great...
$23.39 - $35.78 per hour
...and coordinates all aspects of financial obligations for private pay... ...complaints related to financial services are responded to and... ...Associate's Degree --or-- Additional experience may be substituted for no... ...principle that every workforce member has the right to work in surroundings...Hourly payWork at officeLocal areaShift work- The Financial Advisor plays a key role in delivering comprehensive,... ...clients. This role is centered on service, planning, operational... ...implemented, and support internal team members while maintaining adherence... ...requirements Required Experience & Competencies Candidates should...Apprenticeship
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