- Atria Wealth Solutions (Vancouver, WA)
- …partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in the ... investment and insurance products as registered and licensed by a third-party broker dealer under agreement with Columbia CU. + Using only the broker dealer… more
- Umpqua Bank (Bellevue, WA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor… more
- Lincoln Financial (Olympia, WA)
- …Lincoln Financial. You will be the "go to" for the customer (HR Representative , broker, decision maker, benefit team, corporate level, etc.) by setting expectations, ... experience in lieu of Bachelor's) + 3 - 5+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position +… more
- Lincoln Financial (Olympia, WA)
- …to work with others in a team environment. + Demonstrated strong relationship management skills with internal clients (eg management, peers and colleagues); proven ... completes regulatory and job training requirements. The job demands described here are representative of those that must be met by an employee to successfully… more