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Client advisor Jobs in Spokane, WA

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Client advisor • spokane wa

Last updated: 11 hours ago

School Based Advisor

College Success FoundationSpokane, WA, US
Full-time

Our Mission: We coach and support students from low socioeconomic backgrounds to prepare for and graduate from college as transformational leaders in order to forge a just and equitable society.Col... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Spokane, WA (area)

JPMorgan ChaseSpokane, 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

Commercial Insurance Advisor

5H9 Hub International Northwest LLCSpokane, WA
Full-time

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.As one of the world’s largest insurance brokers, our focus is dedicated to providing our cus... Show more

Client Services Representative (Remote)

HTTravelsSpokane Valley, WA, United States
Remote
Full-time
Quick Apply

Client Services Representative.Remote | Flexible Schedule | Training Provided.We're a growing travel company passionate about helping clients create unforgettable memories as they.We're currently l... Show more

Tax Senior, Private Client Services

BDOSpokane, WA, United States
Full-time

Private Client Services Tax Senior.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individu... Show more

Benefits Advisor - Work From Home

HMG CareersSpokane Valley, Washington
$69,000.00 yearly
Remote
Full-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more

Beauty Advisor

Ulta Beauty, Inc.Spokane Valley, Washington, United States
$17.13 hourly
Full-time +1

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

HVAC Comfort Advisor

Cline's Heating and AirSpokane Valley, Washington, United States
$150,000.00 yearly
Full-time
Quick Apply

Spokane, WA (serving North Idaho & Eastern Washington).Cline’s Heating and Air is seeking a motivated, customer‑focused Comfort Advisor who puts people over profits and is dedicated to earning ... Show more

Client Success Representative

R&R Heating And Air ConditioningSpokane
Full-time

Join Our Team at R&R Heating & Air Conditioning.We believe the best work happens when people feel supported and valued.In this role, you'll join a team that prioritizes 'people first' in every deci... Show more

 • New!

Financial Advisor

Northwestern Mutual Life Insurance CompanySpokane, 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

Financial Advisor

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

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Sr. Client Portfolio Manager

Washington Trust BankSpokane, WA, United States
$188,253.00 yearly
Full-time

Under the supervision of the Director of Investments, works as a partner with the WMAS Investments Team and the WMAS Relationship Managers (RMs) by handling all investment aspects and client invest... Show more

Mortgage Advisor

The EMAC GroupSpokane, WA, United States
Full-time

Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market.The successful candidate will partner with the company's regional leadership that ha... Show more

Wealth Advisor

Sequoia Financial GroupSpokane, WA, United States
Full-time

Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly.Our firm... Show more

Merrill Advisor Development Program - Financial Advisor: Mountain West Market

Bank of AmericaSpokane, WA, United States
$80,000.00 yearly
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

Client Experience Manager III

One WorkplaceSpokane, WA, United States
$90,000.00 yearly
Full-time

We believe that people with a purpose need great spaces to perform their best work.We think big but work small, innovate through relentless curiosity, and treat each other and our clients like fa... Show more

Remote Client Services Representative

LjhorizonsSpokane, Washington, United States
Remote
Full-time
Quick Apply

LJ Horizons is seeking a dependable and client-focused Client Services Representative to provide support and assist clients in a remote environment.This role is ideal for self-motivated individuals... Show more

J.P. Morgan Wealth Management Private Client Advisor - Spokane, WA (area)

ChaseSpokane, 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

Associate Financial Advisor

LPL FinancialSpokane, WA, United States
$74,700.00 yearly
Full-time

Build a career that matches all your initiative with an impressive dose of innovation.From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll f... Show more

Client Relations Specialist (Remote)

Camirand TravelSpokane, Washington, United States
Remote
Full-time
Quick Apply

Camirand Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income.We specialize in providing the tools, training, and support for motivated in... Show more

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School Based Advisor

School Based Advisor

College Success FoundationSpokane, WA, US
27 days ago
Job type
  • Full-time
Job description
Our Mission: We coach and support students from low socioeconomic backgrounds to prepare for and graduate from college as transformational leaders in order to forge a just and equitable society. College Success Foundation believes in respecting, upholding, and reflecting diversity and is committed to becoming an anti-racist organization. By leading with equity, and utilizing an anti-racist lens in our work, we center diversity, equity, and inclusion in everything we do. We believe students win when we have a high-performing culture that is committed to eliminating barriers to student achievement. Our passion is fostering educational equity, making college accessible and affordable to underserved students from low-income families. POSITION SUMMARY: The Advisor provides middle and high school students with college and career support to enable them to graduate from high school and successfully transition onto college. The Advisor uses a whole school approach, which includes targeted and universal student outreach and services in a collaborative manner with school administrators, school staff, other college access providers and other College Success Foundation (CSF) staff. PRIMARY DUTIES AND RESPONSIBILITIES: The items listed in this section are the primary duties and responsibilities for this job and do not represent an exhaustive list. Our organization is dynamic and therefore duties may change based on business necessity; however, any new duties will remain within the scope of the job. Implement college and career program with fidelity to the CSF Pathway model and best practices. Deliver college and career content, as outlined in CSF program frameworks, by employing strategies and techniques that promote student learning and college readiness. Provide ongoing services such as one-on-one advising to support students' college and career readiness, assist with the college planning process and achieve CSF student outcomes. Maintain supportive relationships with students to create opportunities for social and emotional growth. Work with school principals, school staff and local community partners to engage and retain high school students in CSF programming throughout the school year. Review and apply student feedback, which is collected by the advisor through surveys and other means, to be responsive to student needs and continually improve programming. Actively participate in trainings as well as manager and peer feedback sessions to promote professional development, learning and collaboration. Input data into Salesforce to monitor progress with program implementation, track service deliveries and student participation and respond to reporting requirements. Attend CSF staff meetings, CSF All Staff meetings, and other required gatherings including occasional evening and weekend events. Track and reconcile monthly program expenses. QUALIFICATIONS Education and Experience The items listed below are the minimum requirements for the job and are relevant to this position. The organization values both work experience and education and realizes that individuals take different paths to acquire knowledge. Bachelor's degree in education, Social Work, or relevant field, preferred. Two years of experience in fields related to mentoring, youth development, education, teaching or counseling. Experience working with diverse populations and age groups Alumni of CSF programming and/or scholarship recipients preferred. Any equivalent combination of education and experience that provides the necessary qualifications to successfully perform the duties of the position will be considered. Knowledge and Skills Knowledge and understanding of the barriers encountered by students from underrepresented groups. Familiarity with practices and strategies to promote student learning including the skills to coach and guide students to develop a growth mindset. Ability to coach and mentor students to achieve educational and career goals. Flexible and adaptive to meet the diverse needs of students Knowledge of college and career readiness as well as postsecondary planning and enrollment. Effective communication skills, both verbal and written, to engage with students, educators, and community stakeholders. An established commitment to work collaboratively and harmoniously with CSF staff, colleagues and stakeholders. Skills to organize and prioritize key tasks with attention to detail and established deadlines. Commitment to diversity, equity, and inclusion, respecting individual differences and serving diverse populations. Initiative to learn and enhance skills that promote equity and an understanding of oppression and its impact on underserved populations. Familiarity with Customer Relationship Management (CRM) software, such as Salesforce, for data analysis and reporting. Proficiency in Microsoft Office applications, especially Outlook, Excel, and Word, as well as knowledge of collaborative online meeting tools such as Teams. Professional Certifications and Licenses Motivational Interviewing Certification a plus PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the primary duties and responsibilities of this job. The College Success Foundation is committed to fostering an organizational culture that is diverse, equitable, and inclusive. Therefore, if reasonable accommodation is required to fully participate in the interview process or to perform the primary duties and responsibilities of this role, please contact Human Resources. While performing the duties of this job, the employee is regularly required to: Operate office equipment such as a computer and printer/copier. Communicate information and ideas to create understanding and exchange accurate information. Sitting or standing for extended periods of time. Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Perceive, inspect, and assess data at close range. WORK ENVIRONMENT This position requires Washington state residents if assigned in a Washington based location. If this position is assigned in a District of Columbia based location the resident must reside in the District of Columbia. Job may allow for hybrid work arrangements. Uses collaborative software for communicating with others and attending virtual meetings. Occasional travel is required, including occasional evening and weekend events. Reliable transportation is required. CONDITION OF EMPLOYMENT The position may change based upon the needs of the program and/or organizational needs and available funding. In compliance with federal and state regulations, College Success Foundation maintains a drug free environment and all successful applicants must pass a drug screen prior to hire. The statements contained herein reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise to balance the workload.