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Client advisor Jobs in Renton, WA

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Client advisor • renton wa

Last updated: 6 hours ago

J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA

ChaseBellevue, WA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Private Client Advisor

KeyCorpRenton, WA, United States
$77,969.00 yearly
Full-time

Location: 6917 Coal Creek Parkway SE, Newcastle Washington.Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis ... Show more

J.P. Morgan Wealth Management Private Client Advisor - Kent, WA (Benson Center)

JPMorgan ChaseKent, WA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

Associate, Client Advisory

PathstoneBellevue, WA, United States
$65,000.00–$72,500.00 yearly
Full-time

Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t... Show more

Client Associate

GallagherBellevue, Washington
Full-time

As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.You will work alongside experienced team mem... Show more

Financial Advisor

Transcend Practice ManagementBellevue, WA, United States
$200,000.00 yearly
Full-time

Location: Bellevue, Washington.Salary: $200,000 - $250,000 base salary.Status: Full-time; Hybrid (3 days in office per week).We are an independent advisory firm, and a team-oriented environment of ... Show more

Client Relationship Consultant

Banner BankKent, Washington, United States, 98030
$20.00–$27.00 hourly
Full-time

Client Relationship Consultant.More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals.Our financial str... Show more

Beauty Advisor

L'Occitane En ProvenceBELLEVUE, WA, US
$21.88 hourly
Full-time
Quick Apply

Embark on a serene journey as a Beauty Advisor with L’Occitane at Bellevue Square.Where your expertise will not only enhance the physical beauty of our customers but also engage their senses ... Show more

Service Advisor

Sun Auto Tire & ServiceRenton, WA, United States
$80,000.00 yearly
Full-time

Greg's Automotive provides great services such as our Customer Care Program and shuttle service.When you come to Greg's, you're part of the family.We are successful for one simple reason; we hire t... Show more

Client Operations Coordinator

NAESIssaquah, WA, United States
Full-time

At NAES, you'll find engaging and challenging career opportunities across conventional power generation, renewable energy, energy storage, grid operations and complex industrial facilities.At every... Show more

Client Partner

ClifyXBellevue, WA, United States
Full-time

IT services, account management, client relationship management roles.Bachelor's degree in IT, Business Administration, or a related field (Master's degree preferred). Show more

Service Advisor

JAGUAR LAND ROVER BELLEVUEBellevue, WA, US
Full-time

Fields Land Rover of Bellevue is seeking a positive team member to join our dynamic dealership to provide a luxury experience to both our internal and external customers! Our goal is to provide the... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyBellevue, WA, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Client Success Consultant

AILBellevue, WA, US
Full-time
Quick Apply

Position Overview AO Globe Life is hiring a Client Success Consultant to provide education and support to individuals and families reviewing insurance protection options.You will meet with clients ... Show more

 • New!

Financial Advisor

Northwestern MutualBellevue, WA, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Client Services Specialist

First Technology Federal Credit UnionBellevue, WA, US
$96,000.00–$102,000.00 yearly
Full-time

Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor ... Show more

Financial Advisor (Family Advisor)

Parcion Private WealthBellevue, WA, United States
$88,000.00 yearly
Full-time

Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond.We serve ultr... Show more

Private Client Advisor

Columbia BankBellevue, WA, United States
$100,000.00–$180,000.00 yearly
Full-time

Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.Init... Show more

J.P. Morgan Wealth Management - Private Client Advisor - Tukwila, WA

JPMorgan Chase Bank, N.A.Tukwila, WA, US
$78,000.00 yearly
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Beauty Advisor

Ulta BeautyIssaquah, WA, United States
$17.13–$25.00 hourly
Full-time +1

Experience a place of energy, passion, and excitement.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiencesfor true beauty enthusiasts.At Ulta Bea... Show more

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J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA

J.P. Morgan Wealth Management Private Client Advisor - Bellevue, WA

ChaseBellevue, WA, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using 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. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.