Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorSeattle, WA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Mortgage Loan Advisors East West Bancorp IncMortgage Loan AdvisorsBellevue, WAResponsible for generating business through direct marketing efforts to outside sources such as realtors, builders, attorneys, and professionals in the assigned areas to develop the mortgage business • Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone • Cross-sells and promotes the Bank and its services to the clients • Maintain contacts with clients throughout the application process to keep them advise of status • Maintain current and thorough knowledge of all lending programs, policies, procedures, and regulatory requirements • Works closely with the mortgage operations teams from time of application through closing • May perform other duties as assigned including contacting borrowers for loan retention purpose. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Advisor Network Engineer Puget Sound EnergyAdvisor Network EngineerRedmond, WA$118,300–$208,000 / yearDevelops test plans (including cases for functionality, integrity, and stress testing; tests matrices; and definition of test methodologies and test strategy); is responsible for the creation of test platforms, including evaluation of test equipment and designs test networks; develops automated test suites for product regression and stress testing. Troubleshoots, maintains, upgrades, and provides solutions to complex hardware/software problems; alerts management, NOC, and other IT groups when sensitive issues arise or a major problem is suspected; minimizes client productivity loss caused by technology outages, and provides necessary infrastructure for clients to meet their business needs.
Financial Solutions Advisor Registration Candidate - West Issaquah Bank of AmericaFinancial Solutions Advisor Registration Candidate - West IssaquahIssaquah, WAFinancial Solutions Advisor Registration Candidate - West Issaquah Issaquah, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Issaquah/Financial-Solutions-Advisor-Registration-Candidate---West-Issaquah\_25048465) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Issaquah/Financial-Solutions-Advisor-Registration-Candidate---West-Issaquah\_25048465) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- South Puget Sound/Seattle MarketBainbridge Island, WA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market Bainbridge Island, Washington; Tacoma, Washington; Tacoma, Washington; Port Orchard, Washington; Des Moines, Washington; Seattle, Washington; Tacoma, Washington; Gig Harbor, Washington; Federal Way, Washington; Puyallup, Washington; Seattle, Washington; Silverdale, Washington; Bonney Lake, Washington; Mercer Island, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Senior Financial Solutions Advisor -Northwest Region Bank of AmericaSenior Financial Solutions Advisor -Northwest RegionShoreline, WashingtonUS - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100), US - WA - Vancouver - 6404 Ne 117th Ave - ORCHARDS BC (WA0110). If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program, and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide.
Financial Solutions Advisor Registration Candidate- Seattle Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Seattle MarketSeattle, WA$28.85–$33.65 / hourBack to search results Financial Solutions Advisor Registration Candidate- Seattle Market Seattle, Washington; Port Orchard, Washington; Seattle, Washington; Bainbridge Island, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Mercer Island, Washington; Silverdale, Washington Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate - Northgate, WA Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northgate, WA MarketSeattle, WAOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development" From my first day to today the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses.
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center Bank of AmericaFinancial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial CenterBainbridge Island, WashingtonOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Medicare Advisor The Baldwin Group Insurance Holdings, LLCMedicare AdvisorEverett, WA$20–$24 / hourThe Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Associate Wealth Advisor International Search ConsultantsAssociate Wealth AdvisorSeattle, WashingtonThis position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.
Financial Advisor - Bellevue, WA Country FinancialFinancial Advisor - Bellevue, WABellevue, WACOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Senior Associate Financial Advisor First Tech Federal Credit UnionSenior Associate Financial AdvisorBellevue, WA$80,000–$100,000 / yearAbility to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorEdmonds, WAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Associate Wealth Advisor - Salal Credit Union LPL Financial ServicesAssociate Wealth Advisor - Salal Credit UnionTukwila, WADevelop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients. The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs.
Sales Advisor with Athletic Background Northwestern Mutual - Puget SoundSales Advisor with Athletic BackgroundBellevue, WA$76,000–$193,000 / yearFull timeHe 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.
Surveillance Radar Journeyman Advisor PeratonSurveillance Radar Journeyman AdvisorHome, OklahomaRemote$80,000–$128,000 / yearFull timeUpon completion of installation and acceptance tests, continue to monitor updated systems and communicate with site technicians and vendors to ensure optimization of all ATC systems through calibrations, alignments, and additional testing required. Develop and submit concise technical reports and status reports throughout each phase of the project (site survey, pre-install & parts - received at site, installation, and finally, testing and acceptance).
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA Thrivent Financial for LutheransAssociate Financial Advisor - Afton Union Financial Group - Seattle, WASeattle, WA$100,000–$140,000 / yearAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives.
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Seattle, WASeattle, WAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Financial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding AreasSilverdale, WAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Greater Seattle/Bellevue Area Thrivent Financial for LutheransFinancial Advisor - Greater Seattle/Bellevue AreaSeattle, WAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Associate - Ascend National Wealth Advisors Thrivent Financial for LutheransAssociate - Ascend National Wealth AdvisorsBellevue, WAAll persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are: Self-motivated, independent, and driven to succeed with a strong growth mindset.
NewFinancial Advisor Trainee (Kirkland, WA) Raymond James Financial IncFinancial Advisor Trainee (Kirkland, WA)Kirkland, WA$80,168.40–$85,000 / yearBecome trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
NewAssociate Owners Advisor Brown and CaldwellAssociate Owners AdvisorTacoma, WA$71,000–$96,000 / yearAt Senior Owner's Advisor direction, this role will help Owner's selection of project delivery methods, plan and support market sounding and industry outreach, develop Requests for Qualifications and Proposals, identify risk and recommend mitigation strategies, help coordinate project managers and subject matter specialists for specification and scope contributions, review responses, review pricing proposals, and review design and construction work products for contractual compliance, through start-up and commissioning. The Associate Owners Advisor role will support Senior Owner's Advisors in the successful planning, procurement development and strategy, procurement and project execution, and compliance of collaborative delivery projects by acting as a liaison between the project owner and various stakeholders.
Lead Financial Advisor - Seattle, WA Advisor Talent SolutionsLead Financial Advisor - Seattle, WASeattle, WashingtonIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Associate Payment Advisor (Payments Associate) KeyCorpAssociate Payment Advisor (Payments Associate)Seattle, WA$63,000–$96,000 / yearPayments Associates act as the primary day-to-day leaders for analytical and business development support, including pipeline management, financial modeling, payment process analysis, deal audits and bookings, industry research and the preparation of various presentations and documents, relationship reviews, new business pitch material, RFP responses and on-boarding plans. Work with Payments Advisors, Market Leads and Line of Business Partners to organize and manage Pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients and prospects that will improve their financial operations.
J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WABellevue, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)Seattle, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Bainbridge Island, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bainbridge Island, WABainbridge Island, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (West Seattle) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (West Seattle)Seattle, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (University Way NE)Seattle, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WABothell, WAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Technical Service Advisor - Environmental Solutions (Seattle, WA) Republic Services IncSenior Technical Service Advisor - Environmental Solutions (Seattle, WA)Seattle, WA$81,800–$112,400 / yearRepublic has partnered with renewable gas developers to construct Renewable Natural Gas (RNG) plants at our landfills, expanding beyond the 77 projects we currently have to make progress towards our goal to beneficially reuse 50% more biogas by 2030 (2017 baseline year). Advanced knowledge and the ability to assist Technical Service Advisors with Resource Conservation and Recovery Act (RCRA) Laws and Regulations related to waste characterization principles and practices, including analysis and evaluation, waste processing protocols, and transportation (DOT) regulations and industry best practices.
Credit Solutions Advisor - Pine Lake Bank of America CorpCredit Solutions Advisor - Pine LakeSammamish, WA$26–$30.83 / hourResponsibilities: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.
Financial Solutions Advisor - EASTSIDE Market Bank of America CorpFinancial Solutions Advisor - EASTSIDE MarketRedmond, WA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides 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 - EASTSIDE Market Redmond, Washington; Bellevue, Washington; Kenmore, Washington; Kirkland, Washington; Kirkland, Washington; Kirkland, Washington; Redmond, Washington; Sammamish, Washington; Bellevue, Washington; Bellevue, Washington; Bellevue, Washington; Redmond, Washington; Redmond, Washington; Sammamish, Washington; BELLEVUE ON 2ND (WA3189), Bellevue Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IISeattle, WashingtonKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. 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.
Advisor Network Engineer Puget Sound Energy IncAdvisor Network EngineerRedmond, WA$118,300–$208,000 / yearDevelops test plans (including cases for functionality, integrity, and stress testing; tests matrices; and definition of test methodologies and test strategy); is responsible for the creation of test platforms, including evaluation of test equipment and designs test networks; develops automated test suites for product regression and stress testing. Troubleshoots, maintains, upgrades, and provides solutions to complex hardware/software problems; alerts management, NOC, and other IT groups when sensitive issues arise or a major problem is suspected; minimizes client productivity loss caused by technology outages, and provides necessary infrastructure for clients to meet their business needs.
Credit Solutions Advisor - Newcastle Bank of America CorpCredit Solutions Advisor - NewcastleWA$26–$30.83 / hourResponsibilities: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.
Customer Advisor Gainsight, Inc.Customer AdvisorWA$145,000–$155,000 / yearThis is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams. Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.
Wealth Advisor - O Bee Credit Union LPL Financial Holdings IncWealth Advisor - O Bee Credit UnionWA$80,168.40–$90,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Management Advisor - Queen Anne, WA U.S. BancorpWealth Management Advisor - Queen Anne, WASeattle, WA$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Associate Advisor - Boeing Employee Credit Union LPL Financial Holdings IncAssociate Advisor - Boeing Employee Credit UnionTacoma, WA$54,000–$95,000 / yearThis employment opportunity at Boeing Employee Credit Union in Tacoma, WA would allow you to join the Investment Program at Boeing Employee Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Boeing Employee Credit Union for financial solutions.
Wealth Management Advisor - Auburn, WA U.S. BancorpWealth Management Advisor - Auburn, WAAuburn, WA$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewWealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankSeattle, Washington$68,640–$80,000 / yearRated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
Software Engineering Senior Advisor- Hybrid CignaSoftware Engineering Senior Advisor- HybridSeattle, WA$180,710–$217,000 / yearRequires experience with: Working in/with clients in the healthcare or pharmacy benefit management industry; Working on AWS cloud migration for Audit data service from on-prem Postgres to Aurora DB; Developing One-time load data migration tools in python to migrate the existing on-prem terabytes of data into Aurora DB; Developing data synchronization pipelines to process the real-time data from Apache Kafka topics by configuring S3 sink connector to trigger S3 events and Lambda to persist the data into Aurora DB; Optimizing the API service response time within SLA by improving mongo queries and indexes; Developing Data Verification Tools to reconcile data between different sources and target DB; Designing effective data pipeline to transform data, performing data integrity checks and processing retry errors or failures; Developing update processors to handle the data with high throughput and low latency using Kafka Confluent; Implementing Mongo change streams on MongoDB to transform the real-time events into Data Lake; Building Restful APIs in Spring Boot using cloud based Microservices architecture; Developing a common Authorization service using Spring Security; Setting up infrastructure for Disaster Recovery Environment; Utilizing GitHub for managing work including issue tracking, pull request reviews and version control; Implementing secure authentication mechanisms and managing user permissions to protect resources using OAuth2.0; Writing unit tests using Junit framework; Implementing PostgreSQL database as backend database for persistent Portal data; Using Spring data repository framework to convert business requirements into database queries; Working in Agile environments; and.
Sr. Cybersecurity Advisor - Identity Security | Pacific NW - Remote, USA OptivSr. Cybersecurity Advisor - Identity Security | Pacific NW - Remote, USASeattle, WashingtonRemoteCSA has extensive real-world knowledge and can design pragmatic Identity Governance, Digital Access Management (MFA/SSO), Privileged Access Management and Identity Orchestration security solutions tailored to each client’s unique environment and provide our clients and sellers with consistent security expertise on all sales opportunities. Advance sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assist in finalization of sale.
Associate Financial Advisor - North King Co/Snohomish Co Boeing Employees' Credit UnionAssociate Financial Advisor - North King Co/Snohomish CoRedmond, WashingtonBusiness Development and Client Referrals : Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Partnering for Success : Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
Associate Wealth Advisor CorientAssociate Wealth AdvisorSeattle, WashingtonCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Associate Financial Advisor - South Puget Sound Boeing Employees' Credit UnionAssociate Financial Advisor - South Puget SoundTukwila, WashingtonBusiness Development and Client Referrals : Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Partnering for Success : Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.
NewLuxury Beauty Advisor Ulta Beauty IncLuxury Beauty AdvisorSilverdale, WA$20–$30 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, offering samples, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. Meet or exceed Luxury brand sales and clientele goals and contribute to meeting or exceeding the store's goals related to retail and service sales, guest loyalty (including credit), retail shrink and omni-channel sales as set by Ulta Beauty for the store.