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Bank • renton wa

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  • [promoted]
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL FinancialSeattle, WA, US
[job_card.full_time]
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...[show_more][last_updated.last_updated_30]
  • [promoted]
Syndicated Bank Loan Operations Manager - Hybrid

Syndicated Bank Loan Operations Manager - Hybrid

SymetraBellevue, WA, United States
[job_card.full_time]
Symetra has an exciting opportunity to join our team as a.Syndicated Bank Loan Operations Manager.The Bank Loan Operations Manager will oversee and manage the operational lifecycle of syndicated lo...[show_more][last_updated.last_updated_30]
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Sr Private Bank Relationship Manager

Sr Private Bank Relationship Manager

Umpqua BankSeattle, WA, US
[job_card.full_time]
Umpqua Bank Private Banking Relationship Manager.At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are...[show_more][last_updated.last_updated_30]
Divisional Vice President, Independent & Bank Channels

Divisional Vice President, Independent & Bank Channels

ConfidentialSeattle, WA, United States
[job_card.full_time]
Divisional Vice President, Independent & Bank Channels.Top-tier life insurance & annuity provider.The Company is seeking a Divisional Vice President for the Independent and Bank Channels in the Nor...[show_more][last_updated.last_updated_variable_days]
U.S. Private Bank – Private Banker – Associate

U.S. Private Bank – Private Banker – Associate

JPMorganChaseSeattle, Oregon, USA
[job_card.full_time]
We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial m...[show_more][last_updated.last_updated_variable_days]
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Armed Bank Guard

Armed Bank Guard

Washington StaffingSeattle, WA, US
[job_card.part_time]
Security Officer Flex Armed Patrol.Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.While working in a ...[show_more][last_updated.last_updated_variable_days]
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Armed Bank Guard

Armed Bank Guard

Seattle StaffingSeattle, WA, US
[job_card.part_time]
Security Officer Flex Armed Patrol.Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.While working in a ...[show_more][last_updated.last_updated_variable_days]
Care Assistant (Bank)

Care Assistant (Bank)

AnchorSea
[job_card.temporary]
As an accredited Living Wage Foundation Employer, Anchor is committed to paying a real living wage to all our colleagues. We believe, as well as taking care of our residents, we should also take car...[show_more][last_updated.last_updated_30]
Channel Sales Associate - Bank

Channel Sales Associate - Bank

PaychexSeattle, Washington
[job_card.full_time] +1
Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results. Responsible for meeting unit and reven...[show_more][last_updated.last_updated_30]
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Budget / Fiscal Analyst Candidate Bank

Budget / Fiscal Analyst Candidate Bank

University of WashingtonSeattle, WA, United States
[job_card.full_time] +1
UW employees offer their boundless energy, creative problem-solving skills and dedication to build stronger minds and a healthier world. Budget / Fiscal Analysts play an important role in UW's success...[show_more][last_updated.last_updated_variable_days]
Key Private Bank Client Relationship Associate

Key Private Bank Client Relationship Associate

KeyBankSeattle, Oregon, USA
[job_card.full_time]
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book grow expand and retain client relationships. The CRA will be an active member...[show_more][last_updated.last_updated_variable_days]
Armed Bank Security Officer

Armed Bank Security Officer

Inter-Con SecuritySeattle, WA, United States
[job_card.part_time]
Founded in 1973, Inter-Con Security Systems, Inc.US-owned security company, providing integrated security solutions to government and commercial customers on four continents.Inter-Con remains under...[show_more][last_updated.last_updated_variable_days]
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Manager, Bank Relations and Market Infrastructure - Parametric

Manager, Bank Relations and Market Infrastructure - Parametric

Morgan StanleySeattle, WA, US
[job_card.full_time]
Manager, Bank Relations and Market Infrastructure.The Manager, Bank Relations and Market Infrastructure is responsible for being the central liaison for all vendor, banking, and custodian relations...[show_more][last_updated.last_updated_variable_days]
Blood Bank Technical Specialist - Seattle

Blood Bank Technical Specialist - Seattle

WerfenField - Washington - Seattle - Seattle, Washington United States
[job_card.full_time]
We are seeking a Blood Bank Technical Specialist to join our team of professionals at Werfen to cover.WA, OR, and Northern CA Territory). This person will support the implementation of specified pro...[show_more][last_updated.last_updated_30]
Senior Backend Developer, Cyber Bank

Senior Backend Developer, Cyber Bank

Galileo Financial TechnologiesSeattle, Washington, United States
[job_card.full_time]
Employee Applicant Privacy Notice.Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that p...[show_more][last_updated.last_updated_30]
  • [promoted]
Key Private Bank Client Relationship Associate

Key Private Bank Client Relationship Associate

KeyCorpSeattle, WA, US
[job_card.full_time]
Location : 1301 5th Avenue, Seattle Washington.The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain clien...[show_more][last_updated.last_updated_variable_days]
Bank Physiotherapist

Bank Physiotherapist

Percy Hedley FoundationNewcastle, Washington, USA
[job_card.full_time]
The Percy Hedley Foundation is one of the largest regional charities supporting people with a range of learning and physical needs. We take a person centred flexible approach to the care and support...[show_more][last_updated.last_updated_variable_days]
Armed Bank Guard

Armed Bank Guard

Allied UniversalSeattle, WA, United States
[job_card.part_time]
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborat...[show_more][last_updated.last_updated_variable_days]
Blood Bank Supervisor in Seattle, Washington

Blood Bank Supervisor in Seattle, Washington

K.A. Recruiting, Inc.Seattle, WA, United States
[job_card.full_time]
Job Title : Blood Bank Supervisor.We are seeking a dedicated Blood Bank Supervisor to oversee our blood bank operations.The ideal candidate will ensure compliance with regulatory standards, manage s...[show_more][last_updated.last_updated_30]
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL FinancialSeattle, WA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Wealth Advisor

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated 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. Mechanics Bank now provides a broader, more convenient network of branches throughout California, the Pacific Northwest and Hawaii.

This role will require the employee to work on-site at the local bank branch located in Seattle, Lynnwood, Bellevue, Redmond, Mountlake Terrace, or Everett, WA.

Job 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. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.

Responsibilities

  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
  • Providing comprehensive, needs-based financial solutions to clients by offering a range of investment / insurance solutions
  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
  • Delivering a high quality customer service experience during each customer interaction
  • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross-selling opportunities and to generate referrals back to the institution where appropriate
  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What Are We Looking For?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements

  • High school diploma or equivalent (Bachelor's Degree Preferred)
  • Minimum of two (2) years investment sales experience (preferably in a financial institution)
  • 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
  • Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
  • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

    • Preferences

  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
  • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space
  • Excellent knowledge of investment / insurance products and financial planning

    • Core Competencies

  • Strong self-motivation and ability to work independently
  • Excellent verbal, written and interpersonal communication skills
  • Possess strong organization skills
  • Excellent customer service and business focus with a great attention to detail
  • Effective research and analysis skills