UNKNOWN

FEED

Your role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

HOUR

Tesla Inc

Tesla Advisor, Sales

Work closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.

Tesla Advisor, Delivery

ADAPTED_NOW

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

Merit Financial Advisors

Financial Advisor - Seattle, WA

Comeet

FULL_TIME

As a parts advisor, you will assist customers with their shopping needs and ensure an excellent experience by helping identify any repair parts they may need. We are seeking a friendly and service-oriented Parts Advisor who has a knowledge and passion for automotives repairs and projects!

NOFFKES TOWING SERVICE LLC

Parts Sales Advisor

YEAR

You will meet homeowners with aging equipment, present clear options with financing, and close, backed by a documented training program, scripts, role play, and a service team that hands you real opportunities. A well established Seattle area home services company is hiring an HVAC Comfort Advisor to run in-home consultations and sell replacement systems across the Puget Sound area.

Hire Right Recruiting

HVAC Comfort Advisor

PinpointHQ

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.

Raymond James Financial Inc

Senior Associate Wealth Advisor

You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance.

Transcend Practice Management

Financial Advisor

Crelate

PART_TIME

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).

Equinox

Style Advisor, Rainier Square

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The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

Senior Wealth Advisor

HiringThing

Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Seattle Metro area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), (Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction) Candidates with a 7&66 will need to obtain a Series 65 or Professional Designation within 18 months of employment.

Trajan Wealth LLC

Financial Advisor - Seattle Metro

Talent Acquisition

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.

Bank of America Corp

Credit Solutions Advisor - Newcastle

Thrivent 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.

Thrivent Financial for Lutherans

Financial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding Areas

ea_via_bold

Financial Advisor - Greater Seattle/Bellevue Area

Ability 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. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice’s strategic plans and assist in the day-to-day management of the office.

First Technology Federal Credit Union

Senior Associate Financial Advisor

Jobvite Talemetry Organic Easy Apply

To meet this moment, we're expanding our existing AI and customer facing teams to include Legal AI Advisors, practicing or former attorneys acting as trusted advisors to lawyers helping them reimagine their workflows, evaluate AI solutions, and successfully integrate them into their day-to-day practice. Legal Engineers partner with lawyers across law firms, corporate legal departments, service providers, and public sector organizations, serving as credible peers and trusted advisors on AI adoption throughout the full customer journey, from first evaluation through everyday use.

Relativity ODA LLC

Legal AI Advisor

Lead Legal AI Advisor

Provide 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. Job responsibilities: 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.

JPMorgan Chase & Co

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.

Freestone Capital Management

Client Advisor

Business 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).

Service Advisor Jobs in Bellevue, WA

Tesla Advisor, Sales Tesla Inc

Tesla Advisor, Delivery Tesla Inc

Financial Advisor - Seattle, WA Merit Financial Advisors

Parts Sales Advisor NOFFKES TOWING SERVICE LLC

HVAC Comfort Advisor Hire Right Recruiting

Senior Associate Wealth Advisor Raymond James Financial Inc

Financial Advisor Transcend Practice Management

Style Advisor, Rainier Square Equinox

Senior Wealth Advisor Beacon Pointe Advisors LLC

Financial Advisor - Seattle Metro Trajan Wealth LLC

Credit Solutions Advisor - Newcastle Bank of America Corp

Financial Advisor - Tacoma / Silverdale / Port Angeles And Surrounding Areas Thrivent Financial for Lutherans

Financial Advisor - Greater Seattle/Bellevue Area Thrivent Financial for Lutherans

Senior Associate Financial Advisor First Technology Federal Credit Union

Legal AI Advisor Relativity ODA LLC

Lead Legal AI Advisor Relativity ODA LLC

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA JPMorgan Chase & Co

Client Advisor Freestone Capital Management

Financial Planning Advisor - Seattle, WA TIAA

Client Advisor Freestone Capital Management LLC

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