- KeyBank (Seattle, WA)
- …E Yakima Avenue - Yakima, Washington 98901 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify...investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects… more
- JPMorgan Chase (Bainbridge Island, WA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more