UNKNOWN

FEED

Responsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written Communications Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

YEAR

Bank of America Corp

Financial Solutions Advisor- NW Snohomish Area

linkup_via_bold

Responsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.

HOUR

Credit Solutions Advisor - Newcastle

This role directly shapes the employee experience across the organization by partnering with leaders, employees, and union representatives to navigate complex workplace matters, strengthen working relationships, and support a consistent and positive employee experience. The role provides strategic guidance and support to leaders and employees on a broad range of workplace matters, including conflict resolution, performance management, workforce changes, contract interpretation, and employee engagement.

Puget Sound Energy Inc

Senior Human Resources Advisor

This boutique is owned and operated by Ben Bridge Jeweler with an IWC branded storefront and exclusively sells IWC timepieces. Demonstrate comprehensive knowledge of IWC's history, product offerings and partnerships as well as deep knowledge of the watch and luxury industries.

Ben Bridge Jeweler

Full Time IWC Client Advisor

ea_via_bold

He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.

Puget Sound

Client Advisor with Athletic Background

sourcestack_via_bold

Represents OFM as the recognized expert responsible for ensuring the interests and needs of the states business (financial) community and statewide accounting/reporting are considered in ongoing efforts to transition the current statewide financial systems such as the Agency Financial Reporting System (AFRS), the Human Resource Management System (HRMS), the Capital Asset Management System (CAMS), and the Travel Expense Management System (TEMS), to an ERP/SaaS solution. Represents OFM as the recognized expert responsible for ensuring the interests and needs of the states business (financial) community and statewide accounting/reporting are considered in ongoing efforts to maintain/enhance statewide financial systems such as AFRS, HRMS, CAMS, and TEMS.

State of Washington

State Systems Advisor

Business Advisors shape the vision and strategy with the client, understand the needs of the users/stakeholders, carry out an elicitation of processes, data and capabilities and derive the target processes and the business requirements for the current and future solution. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.

About Capgemini

A global leader in consulting, technology services and digital transformation, Capgemini is at the forefront of innovation to address the entire breadth of clients’ opportunities in the evolving world of cloud, digital and platforms. Building on its strong 50-year heritage and deep industry-specific expertise, Capgemini enables organizations to realize their business ambitions through an array of services from strategy to operations. Capgemini is driven by the conviction that the business value of technology comes from and through people. It is a multicultural company of over 200,000 team members in more than 40 countries. The Group reported 2018 global revenues of EUR 13.2 billion (about $15.6 billion USD at 2018 average rate).

Visit us at www.capgemini.com. People matter, results count.

Capgemini SE

Utilities Industry- Senior Business Advisor

Job Description:This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

Business Solutions Advisor - Pacific Northwest Market

Responsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- South Puget Sound/Seattle Market Area Tacoma, Washington; Olympia, Washington; Seattle, Washington; Tacoma, Washington; Seattle, Washington; Seattle, Washington; Federal Way, Washington; Seattle, Washington; Tacoma, Washington; Puyallup, Washington; Puyallup, Washington; Tacoma, Washington; Silverdale, Washington; Lacey, Washington; Seattle, Washington; Port Orchard, Washington; Des Moines, Washington; Seattle, Washington; Kent, Washington; Seattle, Washington; Bainbridge Island, Washington; Gig Harbor, Washington; Seattle, Washington; Federal Way, Washington; Seattle, Washington; Seattle, Washington; Mercer Island, Washington; Bonney Lake, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

Financial Solutions Advisor- South Puget Sound/Seattle Market Area

Desired Qualifications: •Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Credit Solutions Advisor - Bellevue

Sales Advisor with Athletic Background

In this role, you will guide clients through planning and booking their vacations, offering helpful advice and making sure every trip fits their needs and budget. Send clients timely confirmations, updates, and pre-trip reminders.

Travelnavigatorco

Remote Travel Advisor

Manatal

It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. This is a client-focused delivery role: you will be embedded in engagements as the domain authority who translates deep sector knowledge into business outcomes, working alongside Capgemini delivery teams to drive results for electric utilities.

Utilities Industry- Managing Business Advisor

BIG O TIRES has immediate opportunities for experienced service advisors and customer service professionals and are interviewing proven TEAM MEMBER candidates today for our Service Centers If you have proven Auto Repair Advisor/Tire sales experience, and if you strive to be the best. Big O Tires offers a wide range of diagnostic, repair and routine maintenance services, backed by one of the best national services warranties in the business.

BIG O TIRES

Automotive Service Advisor/Writer

We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Build and maintain strong customer relationships and active contact with a growing customer list for Clinique brand sales by interfacing with existing customer base, maintaining active contact with a growing preferred customer list, and follow up on guest inquiries.

Ulta Beauty Inc

Specialty Beauty Advisor - Clinique

As a Parts Advisor, you will help provide exceptional service to both internal and external customers by: Assist technicians, service advisors, and retail customers with accurate parts identification and ordering. We create simple, transparent, and convenient customer experiences throughout the vehicle-ownership lifecycle by leveraging our hundreds of store locations and our key adjacencies - Driveway, DFC, and GreenCars.

Lithia & Driveway

Parts Advisor

Implement and manage detailed marketing programs for sales calls, direct mail, in-office demonstrations and public relations for assigned branch. Surge Staffing is seeking a Bilingual Talent Advisor with high energy, work ethic, good attitude, personality with a good phone voice.

Surge Staffing

Bilingual Talent Advisor

At Camping World, a Product Specialist Advisor works directly with the customers to determine specialized product needs and services and provides price estimates for designated installations prior to scheduling appointments. The pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Camping World Holdings Inc

Product Specialist Advisor

ADAPTED_NOW

Controls cash box for Service Department, including accepting payment from customers, reporting cash balances to credit Manager and securing box at close of business. The primary function of the Service Advisor is to generate, monitor and close all repair orders and to assist the Service Manager in the management of Service Department records and files.

Kenworth Sales Company

Service Advisor

Listen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs. Follow proper procedures when cashing out a customer’s ticket to include a review of the completed multi-point inspection and explanation of applicable warranties.

Customer Advisor Jobs in Washington

Financial Solutions Advisor- NW Snohomish Area Bank of America Corp

Credit Solutions Advisor - Newcastle Bank of America Corp

Senior Human Resources Advisor Puget Sound Energy Inc

Full Time IWC Client Advisor Ben Bridge Jeweler

Client Advisor with Athletic Background Puget Sound

State Systems Advisor State of Washington

Utilities Industry- Senior Business Advisor Capgemini SE

Business Solutions Advisor - Pacific Northwest Market Bank of America Corp

Financial Solutions Advisor- South Puget Sound/Seattle Market Area Bank of America Corp

Credit Solutions Advisor - Bellevue Bank of America Corp

Sales Advisor with Athletic Background Puget Sound

Remote Travel Advisor Travelnavigatorco

Utilities Industry- Managing Business Advisor Capgemini SE

Automotive Service Advisor/Writer BIG O TIRES

Specialty Beauty Advisor - Clinique Ulta Beauty Inc

Parts Advisor Lithia & Driveway

Bilingual Talent Advisor Surge Staffing

Product Specialist Advisor Camping World Holdings Inc

Service Advisor Kenworth Sales Company

Service Advisor Greg's Japanese Auto

Similar Job Searches

Stand out to leading employers.