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Reposted 3 Days AgoSaved
In-Office
Salt Lake City, UT, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor focuses on providing investment solutions to Mass Affluent clients, enhancing client relationships, and achieving sales targets through a consultative approach.
Top Skills: Financial Planning SoftwareFinra License S66Finra License S7Finra Security Industry Essentials
Reposted 3 Days AgoSaved
In-Office
9 Locations
112K-210K Annually
Senior level
112K-210K Annually
Senior level
Fintech
The Senior Compliance Manager leads operational risk testing teams, ensuring compliance with regulations, executing monitoring activities, and developing risk management strategies while collaborating with internal teams and maintaining relationships with management.
Top Skills: AclExcelMicrosoft PowerpointMicrosoft WordSASTableau
Reposted 3 Days AgoSaved
In-Office
Tacoma, WA, USA
116K-216K Annually
Senior level
116K-216K Annually
Senior level
Fintech
The Commercial Relationship Manager serves as a trusted advisor for commercial clients, managing business development, credit processes, and delivering customized banking solutions while ensuring ethical and regulatory compliance.
Top Skills: Customer Relationship Management Systems
4 Days AgoSaved
In-Office
4 Locations
63K-96K Annually
Junior
63K-96K Annually
Junior
Fintech
The Lead Treasury Analyst will conduct liquidity stress testing, monitor liquidity metrics, support governance, and assist in regulatory compliance.
Top Skills: ExcelPythonRStataVBA
Reposted 4 Days AgoSaved
In-Office
2 Locations
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor is responsible for managing Mass Affluent clients, providing financial wellness planning, and expanding investment opportunities. They collaborate with branch teams and develop client relationships to achieve sales and referrals goals.
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Reposted 4 Days AgoSaved
In-Office
Medford, OR, USA
50K-55K Annually
Entry level
50K-55K Annually
Entry level
Fintech
The Private Client Advisor serves Mass Affluent clients, providing investment advice, establishing partnerships, and achieving sales goals while maintaining compliance with policies.
Top Skills: Certified Financial Planner (Cfp)Finra License S63Finra License S66Finra License S7Finra Security Industry Essentials (Sie)
Reposted 4 Days AgoSaved
In-Office
Estacada, OR, USA
Entry level
Entry level
Fintech
The Private Client Advisor focuses on investment services for Mass Affluent clients, growing relationships, providing financial solutions, and coaching branch teams.
Top Skills: Accident/Health LicenseFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsLife Insurance LicenseVariable Insurance License
Reposted 4 Days AgoSaved
In-Office
Olympia, WA, USA
78K-78K Annually
Entry level
78K-78K Annually
Entry level
Fintech
The Associate Private Client Advisor supports Private Client Advisors, focusing on financial wellness and planning for Mass Affluent clients, while assisting with investment solutions and client management.
Top Skills: Finra License S63Finra License S65Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance License
Reposted 4 Days AgoSaved
In-Office
Lake Oswego, OR, USA
Entry level
Entry level
Fintech
The Private Client Advisor focuses on investment services for Mass Affluent clients, providing financial wellness and comprehensive plans to grow relationships and meet sales goals.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
Reposted 4 Days AgoSaved
In-Office
Covington, WA, USA
50K-77K Annually
Mid level
50K-77K Annually
Mid level
Fintech
The Private Client Advisor focuses on the Mass Affluent client base, providing investment services and comprehensive financial planning to grow client relationships and referrals.
Top Skills: Certified Financial PlannerFinra License S63Finra License S66Finra License S7Finra Security Industry EssentialsResident State Insurance Licenses
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