Top 58 Mortgage advisor Jobs in Seattle, Wa

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
- $80,168.40 - $99,900.00 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Seattle, WA
- $170,255 - $220,330 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)
JPMorganChase —Seattle, WA
- $78,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Mortgage Advisor - Tukwila Financial Center
BECU —Tukwila, WA
- $21.65 an hour
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
14d
Client Services Specialist
First Technology Federal Credit Union —Bellevue, WA
- $80,168 a year
- Email
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Sr. Loan Officer
Newrez —Seattle, WA
- $15,080 - $60,000 a year
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
Client Advisor - Employee Benefits
Acrisure West Insurance Services, LLC. —Lynnwood, WA
- $70,304 - $150,000 a year
- Children
- Senior level
- Commuter assistance
- Paid parental leave
Private Client Advisor II
Bank of America —Seattle, WA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Life Insurance Agent / 人寿保险经纪人
TransGlobal Holdings Co. —Seattle, WA
- Remote
- US work authorization
- Communication skills
- Entry level
- Life insurance
Quick Apply
Mortgage Loan Advisors
East West Bank —Bellevue, WA
- $81,000 - $85,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Opportunities for advancement
Financial Solutions Advisor - Ballard Financial Center
Bank of America —Seattle, WA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Solutions Advisor - EASTSIDE Market
Bank of America —Redmond, WA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Loan Officer
Cornerstone Home Lending —Seattle, WA
- $44,304 a year
- Hybrid work
- Mid-level
- Analysis skills
- 2 years
- Paid parental leave
- Health savings account
Financial Solutions Advisor Registration Candidate- Seattle Market
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Retail Banking Senior Manager
Accenture —Seattle, WA
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Financial Solutions Advisor Registration Candidate- Columbia South Basin
Bank of America —Seattle, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
J.P. Morgan Wealth Management - Market Director of Wealth - Bellevue, WA
JPMorganChase —Bellevue, WA
- $205,000 - $300,000 a year
- Full-time
- Up to 50% travel
- 5 years
- Supervising experience
- Health insurance
- Tuition reimbursement
Mortgage Loan Officer / Home Loan Specialist
CHURCHILL MORTGAGE CORPORATION —Seattle, WA
- $75,000 - $200,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills
Bank of America —Renton, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
18h
Senior Accountant, Tax & Financial Reporting
Porch —Seattle, WA
- $88,500 - $118,000 a year
- Full-time
- Remote
- CPA
- Research
- 3 years
- Travel reimbursement
- Paid parental leave

I want to receive the latest job alert for mortgage advisor in seattle, wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

mortgage advisor jobs near seattle, wa

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

JPMorganChase -
Seattle, WA

Apply Now

Job Details

Full-time
$80,168.40 - $99,900.00 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Series 66
Series 7

Full Job Description

JOB DESCRIPTION

Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.

As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.

Job responsibilities:

Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Apply Now

Refine Your Search

mortgage advisor jobs in seattle, wa

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

PWM Senior Private Wealth Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Broadway)

Mortgage Advisor - Tukwila Financial Center

Client Services Specialist

Sr. Loan Officer

Client Advisor - Employee Benefits

Private Client Advisor II

Life Insurance Agent / 人寿保险经纪人

Mortgage Loan Advisors

Financial Solutions Advisor - Ballard Financial Center

Financial Solutions Advisor - EASTSIDE Market

Loan Officer

Financial Solutions Advisor Registration Candidate- Seattle Market

Retail Banking Senior Manager

Financial Solutions Advisor Registration Candidate- Columbia South Basin

J.P. Morgan Wealth Management - Market Director of Wealth - Bellevue, WA

Mortgage Loan Officer / Home Loan Specialist

Advisor Development Program - Financial Solutions Advisor Trainee- Renton Hills

Senior Accountant, Tax & Financial Reporting

I want to receive the latest job alert for mortgage advisor in seattle, wa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected