Top 44 Mortgage advisor Jobs in Shoreline, Wa

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
Branch Manager
KeyBank National Association —Bainbridge Island, WA
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
VP, Enterprise Credit Management
Kitsap Credit Union —Bremerton, WA
- 8 hour shift
- Background check
- 5 years
- Office
- Free parking
- Continuing education credits
Quick Apply
7d
Mortgage Loan Officer
Generations Home Loans —Everett, WA
- $75,000 - $300,000 a year
- Mid-level
9d
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
Credit Solutions Advisor - Aurora Village - Bilingual Spanish Required
Bank of America —Shoreline, WA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Spanish
- Computer literacy
3d
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
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
Loan Officer
Cornerstone Home Lending —Edmonds, WA
- $44,304 a year
- Hybrid work
- Mid-level
- Analysis skills
- 2 years
- Paid parental leave
- Health savings account
Financial Solutions Advisor - EASTSIDE Market
Bank of America —Redmond, WA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Credit Solutions Advisor - Southcenter
Bank of America —Tukwila, WA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
2d
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
Mortgage Advisor - Tukwila Financial Center
BECU —Tukwila, WA
- $21.65 an hour
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Financial Solutions Advisor Registration Candidate- EASTSIDE Market
Bank of America —Bellevue, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Customer service
- Mid-level
9d
Credit Solutions Advisor - Newcastle
Bank of America —Newcastle, WA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Credit Solutions Advisor - Pine Lake
Bank of America —Sammamish, WA
- $26.00 - $30.83 an hour
- Extended hours
- Background check
- Computer literacy
- Writing skills
Private Client Banker - Fourth and Seneca Branch - Seattle, WA
JPMorganChase —Seattle, WA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
9d
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
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market
Bank of America —Bainbridge Island, WA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Private Client Advisor II
Bank of America —Seattle, WA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level

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mortgage advisor jobs near shoreline, wa

Client Services Specialist

First Technology Federal Credit Union -
Bellevue, WA

Quick Apply

Job Details

Full-time
$80,168 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

FINRA
FINRA License
Productivity software
Experience practicing in the securities industry

Full Job Description

Description

Addison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business.

This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected investment program. You will act as a key partner to the Financial Advisor, helping manage client relationships, workflows, and operational excellence across the full client lifecycle.

Here’s what you can expect from the job and what you need to be successful:

What You'll Do:

Client Service & Relationship Support

Coordinate and oversee the client onboarding process, including more complex, high‑net‑worth relationships, while adhering to all compliance standards
Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM
Communicate regularly with clients via phone, email, mail, and digital channels to support review meetings, events, educational outreach, and client engagement initiatives

Investment & Planning Support

Prepare materials, reports, and presentations for client meetings
Input and maintain client data within financial planning software, including goals, asset allocation, budgeting, savings strategies, and long‑term planning assumptions
Facilitate trade execution and investment transactions per advisor direction and firm policy
Discuss investment products and strategies in alignment with advisor recommendations, client risk tolerance, and stated objectives

Operational Excellence & Compliance

Maintain organized, compliant client records consistent with FINRA, OSJ, and Insurance Agency requirements
Utilize workflows and task management tools to coordinate service activities and ensure deadlines are met
Generate and manage client experience plans and touchpoint tracking
Execute administrative and operational duties that support the overall success of the advisory practice

Business Development & Team Support

Track and follow up on new leads from referrals, educational events, and outreach efforts
Support appreciation and educational events for clients and credit union partners
Provide occasional mentorship, training, or onboarding support to new or less‑experienced associates

Essential Skills:

Minimum 3 years’ experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company
Strong understanding of investment products, advisory workflows, and client service best practices
Advanced experience with CRM platforms and financial planning software preferred
Exceptional attention to detail, organization, and follow‑through
Ability to manage multiple priorities, meet deadlines, and exercise sound judgment independently
Professional communication skills with the discretion required for sensitive financial matters
Expert proficiency with Microsoft Office Suite

Licensing & Education:

FINRA Series 7 + Series 63 or 66 (or equivalent) required
Associate’s level degree or equivalent relevant work experience required

Location: Ridgepointe Experience Center | Bellevue WA 98007

Compensation:

Target Compensation in Washington: $96,000 to $102,000
This range reflects:
- Annual base salary: $80,168
- Annual incentive plan: $16,000 to $22,000, based on current production

Who We Are:

What makes First Tech different? Click here to learn more!

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

Traditional medical, dental, and vision coverage
Generous 401(k) match
Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
Paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.

Quick Apply

Refine Your Search

mortgage advisor jobs in shoreline, wa

Client Services Specialist

Branch Manager

VP, Enterprise Credit Management

Mortgage Loan Officer

Mortgage Loan Officer / Home Loan Specialist

Credit Solutions Advisor - Aurora Village - Bilingual Spanish Required

Financial Solutions Advisor Registration Candidate- Seattle Market

Financial Solutions Advisor Registration Candidate- Columbia South Basin

Loan Officer

Financial Solutions Advisor - EASTSIDE Market

Credit Solutions Advisor - Southcenter

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

Mortgage Advisor - Tukwila Financial Center

Financial Solutions Advisor Registration Candidate- EASTSIDE Market

Credit Solutions Advisor - Newcastle

Credit Solutions Advisor - Pine Lake

Private Client Banker - Fourth and Seneca Branch - Seattle, WA

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

Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

Private Client Advisor II

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