• Investment Advisor Representative

    Atria Wealth Solutions (Vancouver, WA)
    …with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in the ... About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k...Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank "Columbia" how and… more
    Atria Wealth Solutions (06/04/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Kent, WA)
    …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...+ Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital more
    JPMorgan Chase (07/04/25)
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  • Private Client Advisor

    KeyBank (Bellevue, WA)
    …- Yakima, Washington 98901 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to… more
    KeyBank (07/09/25)
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  • Business Transformation & Value Advisor

    Amazon (Seattle, WA)
    …capabilities and can combine the competencies of value selling, strategy consulting, digital transformation, and financial modeling in the cloud/AI solutions ... and IT leaders/influencers? Is your superpower connecting industry/business priorities to digital /AI strategy and solutions? Are you adept at identifying and… more
    Amazon (06/28/25)
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  • Director, Consult Partner - Digital

    Kyndryl (Olympia, WA)
    Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... collaboration, and overall digital experience. As a Consult Partner, you will have...and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership.… more
    Kyndryl (06/21/25)
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  • Associate Director, Digital Health…

    Otsuka America Pharmaceutical Inc. (Olympia, WA)
    …the way people engage with their health. We drive the success of digital products and health experience services ensuring they deliver meaningful impact for ... how mental health care is delivered in the US? Do you believe digital innovation can revolutionize an individual's health experience? We're building something bold -… more
    Otsuka America Pharmaceutical Inc. (07/11/25)
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  • Data, AI, and Digital Experience Advisory…

    Avanade Inc. (Seattle, WA)
    …At Avanade, we believe the future is human-and powered by data, AI, and bold digital experiences. As our Data, AI, and Digital Experience Advisory Presales Lead, ... this high-visibility, director-level role, you'll shape $10M-$20M+ opportunities across financial services, insurance, healthcare, and life sciences-bringing together cutting-edge… more
    Avanade Inc. (07/09/25)
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  • Sales Executive - LoopNet Digital

    CoStar Realty Information, Inc. (Seattle, WA)
    …management experience in a business-to-business (B2B) environment selling CRE, digital advertising, marketing solutions, AdTech, PropTech, FinTech, financial ... Sales Executive - LoopNet Digital Advertising - Seattle, WA Job Description **CoStar...is on-site in our Seattle, WA office. **Responsibilities** + ** Relationship Management** - Through consultative sales methods, build relationships… more
    CoStar Realty Information, Inc. (06/12/25)
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  • Financial Wellness Banker

    KeyBank (Redmond, WA)
    …Hill Road - Redmond, Washington 98053 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Financial Wellness Consultant (FWC) is a Banker who also...during the transaction to deepen and expand the client relationship . + Opening personal and business accounts (consumer checking,… more
    KeyBank (07/16/25)
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  • Financial Wellness Associate (30 Hour)

    KeyBank (Tacoma, WA)
    …1425 E 72nd Street - Tacoma, Washington 98404-3345 72nd & Portland - Financial Wellness Associate - 30 Hour **Job Summary** Be a problem solver, trusted ... advisor , and partner to the people and businesses in...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling… more
    KeyBank (07/19/25)
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