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Client Onboarding & Retirement Advisor - Financial Services
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-06-13
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Boutique Recruiting is seeking a Service Advisor in Bellevue, WA to provide exceptional service and support to clients throughout their financial journey. The ideal candidate will have at least 2 years of experience in financial services and strong communication and organizational skills.
This role involves managing service requests, conducting client meetings, and creating educational content. The position offers a competitive salary range of $65,000 - $80,000 per year and numerous employee benefits, including premium coverage, PTO, and a 401(k) plan.
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