Job Summary

We are seeking a motivated Client Advisor for a direct hire opportunity in Bellevue, WA within the financial services industry. This role is ideal for a client-focused professional with 3-5 years of experience who enjoys building trusted relationships, providing strategic guidance, and collaborating with internal teams to deliver strong client outcomes.

As a Client Advisor, you will work in a collaborative, growth-oriented environment where your ideas are valued and your professional development is supported. This opportunity offers clear room for advancement, exposure to experienced industry professionals, and the chance to make a meaningful impact by helping clients identify solutions aligned with their financial goals and business needs.

The ideal candidate is relationship-driven, analytical, and comfortable working in a team-oriented setting. Success in this role requires strong communication skills, sound judgment, and the ability to turn market insights and client needs into actionable recommendations.

Key Responsibilities

- Build and maintain strong client relationships by understanding needs, goals, priorities, and service expectations.
- Provide tailored guidance and solutions that support client objectives and strengthen long-term partnerships.
- Collaborate with internal teams to ensure high levels of client satisfaction and successful service delivery.
- Analyze market trends, client data, and business opportunities to provide strategic advice and identify areas for growth.
- Communicate proactively with clients and internal stakeholders to address questions, resolve issues, and support positive outcomes.
- Contribute to a collaborative team culture focused on innovation, professionalism, and continuous improvement.

Compensation and Benefits

- Salary range: $70,000 to $90,000 per year.
- Job type: Direct hire.
- Location: Bellevue, WA.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.