Talent.com

Service advisor Jobs in Seattle, WA

Create a job alert for this search

Service advisor • seattle wa

Last updated: 2 days ago

Client Advisor

International Search ConsultantsBellevue, WA, United States
Full-time

Our client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.The Client Advisor is an excellent oppor... Show more

Financial Advisor (Family Advisor)

Parcion Private WealthBellevue, WA, US
$88,000.00–$150,000.00 yearly
Full-time
Quick Apply

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

Financial Advisor

Northwestern MutualSeattle, 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

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 Travel Advisor

DestinationswithdunnSeattle, Washington, United States
Full-time +1
Quick Apply

We are seeking motivated, customer-focused individuals to join our team as Remote Travel Advisors.This is a 1099 opportunity that allows you to work independently with a flexible schedule while ass... Show more

Partner Delivery Advisor

SalesforceBellevue, WA, United States
Full-time

Salesforce Global Consulting Partner (GCP) Organization.Salesforce is the #1 AI CRM, where humans with agents drive customer success together.And innovation isn't a buzzword it's a way of life.The... Show more

Wellness Advisor (Sales)

YogaSix - Mercer IslandSeattle, WA, US
$17.00 hourly
Part-time
Quick Apply

Wellness Advisor Reports to: General Manager COMPANY OVERVIEW: YogaSix believes everyone deserves the mind-body experience of yoga.YogaSix offers six different class types designed to accommodate s... 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

Brand Advisor

HeadkountSeattle, WA, US
Part-time
Quick Apply

As a Headkount Brand Advisor you’ll be responsible for building lasting relationships with stores, brands, and retail employees to increase productivity & sales.You’ll get the best of the best trai... Show more

Wealth Advisor Associate

Mission WealthBellevue, WA, United States
Full-time

Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to... Show more

Advisor - Seattle

Brighton JonesSeattle, WA, United States
Full-time

Ready to make a meaningful impact?.At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives.As one of the largest RIAs in the nation, we've ... Show more

Station Safety Advisor

Worldwide Flight ServicesSeattle, WA, United States
Part-time

Join our Worldwide Flight Services family and contribute to the timely delivery of cargo shipment, luggage, business to customer delivery, and on-time flights while operating safely and securely.We... Show more

Remote Travel Advisor

Getaways with FranSeattle, Washington, United States
Remote
Part-time
Quick Apply

We are seeking motivated and detail-oriented individuals to join our team as Remote Travel Advisors.In this remote position, you will assist clients in planning and booking travel experiences, incl... Show more

Customer Service Travel Advisor

DeparturetravelsBellevue, WA, United States
Remote
Full-time
Quick Apply

Customer Service Travel Advisor.Join Our Growing Team at Departure Travel.Departure Travel is looking for motivated, detail-oriented individuals who are passionate about helping others create memor... 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 Bellevue Square.Where your expertise will not only enhance the physical beauty of our customers but also engage their senses in ... Show more

Senior Tax Advisor

Laird Norton Wealth ManagementSeattle, WA, United States
$250,000.00 yearly
Full-time

We are seeking a full-time Senior Tax Advisor to join our team.The Senior Tax Advisor is responsible for the tax function by coordinating with senior management and with the client service teams.Yo... Show more

Sales Advisor - Sony

ActionLinkSeattle, WA, United States
$18.00–$20.00 hourly
Part-time

Join our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment!.ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Pr... Show more

Associate Owners Advisor

Brown and CaldwellSeattle, WA, United States
Full-time

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 collabo... 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

People also ask
Client Advisor

Client Advisor

International Search ConsultantsBellevue, WA, United States
30+ days ago
Job type
  • Full-time
Job description

Client Advisor

Seattle, WA

Our client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.

The Client Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a key Advisory role. The Client Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting.

Responsibilities:

  • Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
  • Draft and deliver customized reports, planning materials, and meeting presentations for clients.
  • Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility.
  • Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies.
  • Contribute to multi-generational family discussions and planning sessions.

Requirements:

  • 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment.
  • A working knowledge of estate structures, asset management approaches, and advanced planning techniques.
  • Active Series 65 (or equivalent) license; CFP or progress toward certification strongly preferred.
  • Clear communicator with the ability to simplify complex ideas.
  • Organized, detail-oriented, and comfortable juggling multiple priorities.
  • A relationship-builder with high emotional intelligence and a proactive mindset.

Compensation & Benefits

  • Salary range: $88,000 $150,000, plus discretionary bonus.
  • Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match.
  • Paid time off starting at 15 days annually, plus holidays.
  • Support for licenses, certifications, and ongoing professional development.
  • Team culture that values collaboration, personal growth, and community involvement.