inside sales specialist / lead manager (real estate)

counter sales associate

field sales consultant, exteriors Jobs in Seattle

field sales consultant, exteriors

inside sales specialist / lead manager (real estate) Jobs in Seattle

medical sales representative Jobs in Seattle

medical sales representative

senior sales account executive Jobs in Seattle

senior sales account executive

field sales consultant exteriors

The Home Depot

<div>Position Purpose:
A Home Services Sales Consultant is responsible for selling the Company's exterior and interior products and services to customers. The Sales Consultant's primary responsibility is outside sales visits to customer homes and trade shows. Although sales efforts and incidental activities may take place at a customer's home or through virtual channels, a Sales Consultant will spend the majority of their working time traveling and away from a dedicated office environment.
Sales Consultants will travel to customers' homes to make sales calls, assess customer needs, make individually-tailored product recommendations, develop and negotiate customized price quotes, present warranty information and financial options that meet the customer's needs, and maintain/drive profitability. The Sales Consultant will also complete required sales contracts and paperwork, and take measurements using industry-standard methods to ensure orders meet required installation specifications.
The Sales Consultant is responsible for proactively soliciting and acquiring new customers inside assigned THD stores and during industry events (such as Home Shows). To drive sales and increase the pipeline of potential customers, a Sales Consultant will travel to their assigned stores, maintain local relationships, educate store associates on HDIS offerings, and bring awareness to HDIS programs. 
 
Key Responsibilities:<ul><li>
100% - Customer Service -Travel and engage in outside sales activities, primarily in customers' homes. Conduct professional and compelling sales presentations. Adapt quickly to changing customer needs and effectively advocate HDIS solutions. Conduct incidental activities necessary to complete sales (e.g., assessing customer needs, develop price quotes, measure product specifications, etc.) Present warranty and available financing options to customers. Prepare for appointments, commute to/from appointments and process sales-related paperwork. Prospecting for new customers both inside and outside of assigned THD store and participate in scheduled industry events. Proactively seek out new referrals and develop and maintain relationships with store management and associates. Attend sales and store team meetings to continually improve sales techniques and learn about HDIS product offerings.</li></ul> 
Direct Manager/Direct Reports:<ul><li>
This Position typically reports to the Sales Manager</li><li>
This position has no Direct Reports</li></ul>
Travel Requirements:<ul><li>
Typically requires overnight travel 5% of the time.</li></ul>
Physical Requirements:
<ul><li>Must continuously stand or walk or regularly requires lifting/handling/carrying material or equipment of moderate weight (8-20 pounds).</li></ul>
Working Conditions:
<ul><li>Usually in a comfortable environment but with regular exposure to factors causing moderate physical discomfort from such things as dust, fumes or odors.</li></ul>
Minimum Qualifications:<ul><li>
Must be 18 years of age or older</li><li>
Must be legally permitted to work in the United States</li></ul>
Preferred Qualifications:<ul><li>
Prior in-home or virtual sales experience</li><li>
Prior home improvement industry experience</li><li>
Prior experience with successful lead generation</li><li>
Computer and application skills and use of varied technology (email, iPad, apps, etc.)</li></ul> 
Minimum Education:
<ul><li>The knowledge, skills and abilities typically acquired through the completion of a high school diploma and/or GED.</li></ul>
Preferred Education:
<ul><li>Minimal or no education requirements</li></ul>
Minimum Years of Work Experience:<ul><li>
1 + years of previous related work experience</li></ul>
Preferred Years of Work Experience:
<ul><li>1 + years of previous related work experience</li></ul> 
Minimum Leadership Experience:
<ul><li>No previous leadership experience</li></ul>
Preferred Leadership Experience:
<ul><li>No previous leadership experience</li></ul>
Certifications:<ul><li>
None</li></ul>
Competencies:
<ul><li>Action Oriented</li><li>
Communicates Effectively</li><li>
Customer Focus</li><li>
Drives Results</li></ul></div>

Field Sales Consultant, Exteriors

nclouds

<div>Do you thrive at the intersection of deep technical expertise and client-facing impact? We&rsquo;re looking for a Solutions Architect - Sales Engineerwho can shape the future of AWS projects while driving presales success. In this role, you&rsquo;ll design enterprise-grade architectures, lead high-stakes client discussions, and guide migrations and data strategies that unlock the full potential of the cloud. Partnering closely with sales and engineering teams, you&rsquo;ll not only craft solutions but also influence outcomes&mdash;turning opportunities into wins and wins into long-term client value. 
The Role:

The Solutions Architect is a senior technical resource within the organization, fulfilling a coordination and leadership role in the development of AWS projects, with a particular emphasis on presales activities. This role requires extensive technical knowledge and experience in multiple AWS technology areas and integration, coupled with strong planning and analytical skills. Responsible for data architecture and design, as well as the development of data and metadata models, the Senior Solutions Architect also plays a pivotal role in presales engagements, educating customers on the value proposition of AWS and participating in deep architectural discussions to ensure solutions are designed for successful deployment in the cloud. Additionally, they work as part of cross-functional teams dealing with the full spectrum of information management technology. 


Principle Accountabilities:
<ul>
<li>Deliver a project scope that directly supports the key business drivers.</li>
<li>Define the overall architecture, including presales considerations.</li>
<li>Define technical requirements, technical and data architectures, with a focus on presales solutions.</li>
<li>Design and direct the migration process, including data engineering, incorporating presales insights.</li>
<li>Create SOW&rsquo;s and work with sales team to get deal to the finish line</li>
<li>Act as a technical liaison between customers, service engineering teams, and support, especially in presales contexts.</li></ul> 


Requirements:
<ul>
<li>Proven experience in a client-facing pre-sales or sales engineering role, leading technical discovery, solution design, and presentations to both technical and executive stakeholders</li>
<li>Strong ability to translate business requirements into technical solutions, with excellent communication, storytelling, and whiteboarding skills</li>
<li>Hands-on experience with AWS cloud architecture, including designing, migrating, and modernizing customer environments</li>
<li>Experience with Amazon Connect or similar CCaaS platforms, including positioning and demonstrating AI-driven capabilities (e.g., AI Agents, analytics, forecasting, dialers)</li>
<li>Proficiency in coding, scripting, or automation (e.g., Python, Java, PowerShell) to support demos, prototypes, and proof-of-concepts</li>
<li>Practical experience with AI tools and prompt engineering (e.g., Amazon Q, MCP, AWS Kiro) to showcase innovative customer solutions</li>
<li>Background in roles such as Sales Engineer, Solutions Architect, or Technical Consultant; Bachelor&rsquo;s degree in a related field and AWS certifications/SME experience preferred</li>
<li>5+ years of IT development or implementation/consulting in the software or Internet industries experience</li></ul></div>

Solutions Architect - Sales Engineer

Mill Creek Residential

At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. This starts with our recruiting and hiring process. We want you to know that we encourage you to apply if this job excites you, even if you don’t meet 100% of the requirements. You may just be the right candidate for this role, or another role and make your mark at Mill Creek. The Leasing Consultant position is the primary point of contact for residents and prospective residents. Providing outstanding customer service and demonstrating sales excellence are essential. The Leasing Consultant will guide prospects in choosing new and exciting homes. This position will support residents throughout the lifecycle of their residency. Reports to: Senior Community/Community Manager has primary authority and works with the Leasing Consultant to determine the exact "day-to-day" duties. Decisions will take into account the Leasing Consultants skills, experience, career goals, and how the individual best fits the working requirements of the community. Essential Functions/Responsibilities Sales and Marketing <ul><li>Warmly greet prospective residents and create a personal connection while determining needs and preferences</li><li>Professionally present the community and homes along with specific features and benefits</li><li>Correctly complete all lease applications, assist with application verification, and notify prospective resident of results in a timely manner</li><li>Manage and convert prospect leads into leases to achieve leasing goals. Follow up with all leads and prospects that did not lease</li><li>Call or visit competitive properties to update market survey on a monthly basis. Stay informed and aware of rents, specials and events promoted by competitors</li><li>Answer telephone calls and return voicemail (prospect calls, resident issues, service requests, etc.)</li><li>Enter accurate and timely data into appropriate information systems and prepare leasing reports for the Manager as requested. Manage Entrata tasks and leads daily</li><li>Ensure the office, clubroom, home models, and “market ready” homes are in impeccable condition</li><li>Share promotional ideas and events for marketing timeline</li><li>Assist in Social Media advertising as directed by the Manager</li><li>Assist in the preparation of move-ins such as walking home, preparing move-in gift, preparing move-in package (including keys, passes, etc.) as directed by the Manager</li><li>Familiar with the surrounding neighborhood and ready to confidently share information with prospects and residents</li><li>Address and complete all other duties as assigned</li></ul>Customer Service <ul><li>Understand and support the customer experience vision for Mill Creek Residential</li><li>Communicate service guarantees and customer service standards to prospective and current residents</li><li>Take ownership to personally address and resolve customer concerns in a timely professional manner</li><li>Support new residents during move-in process. Assist with lease renewals, move-outs and resident transfers</li><li>Contribute ideas for improving resident satisfaction to the Community Manager</li><li>Participate in monthly property renewal program with informative letters, friendly telephone calls, and/or other means of encouraging communication as needed to increase resident retention</li><li>Accept service requests from residents and route to service department for prompt processing. Follow up to ensure the request has been completed and resident is satisfied</li><li>Physically inspect property when on the grounds, pick up litter, and report any service needs to the maintenance staff and Manager</li><li>Address and complete all other duties as assigned</li><li>Embody the Mill Creek mission, values and brand promise in all that he or she does</li></ul>Operational Standards <ul><li>Complete all new lease and renewal paperwork, including related addendums</li><li>Attend any training classes/meetings as required or recommended by management</li><li>Update daily activity report, notices to vacate, leases, cancellations, transfers, renewals, etc., and provide information to the Community Manager</li><li>Enter accurate and timely data into appropriate information systems. Manage Entrata tasks and leads daily</li><li>Post Craigslist ads daily to generate traffic</li><li>Strive for a 25% conversion ratio of tours to new leases through effective selling and follow through skills</li><li>Know and adhere to all policies and procedures contained in the manuals issued by Mill Creek Residential or as otherwise communicated (verbally or in writing) to associates</li><li>Ensure compliance with all Federal, State and local laws. Consistently abide by Fair Housing regulations</li><li>Address and complete all other duties as assigned</li></ul>Education and/or Experience <ul><li>High School diploma or equivalent (GED) preferred</li><li>Commitment to, and passionate for, providing outstanding customer service</li><li>Strong communication skills (written and verbal)</li><li>Multi Family, single family rentals, built to rent, or related property management experience, retails sales or hospitality experience</li></ul>Skills/Specialized Knowledge <ul><li>Clearly communicate, speak, read, and write in English as demonstrated by clear and concise written and verbal communication</li><li>Ability to take ownership of resident issues and/or concerns and come to a resolution</li><li>In depth knowledge of community, inventory, pricing and availability as well as neighborhood and local community</li><li>Continuous research of area competitors such as pricing, amenities, features etc.</li><li>Computer skills including Microsoft Word, Excel, Entrata, Yardi and Revenue Management Software</li><li>Ability to perform basic arithmetic skills such as measurement, addition, subtraction, multiplication and division</li><li>Operate general office equipment, such as, but not limited to, personal computer, tablet, telephone and successfully program fobs and other electronic devices</li><li>Capable of travelling between two or more communities, if necessary</li><li>Report to work on time, work assigned schedules (including weekends) and accurately document/verify time worked</li></ul>About the Benefits of joining the Mill Creek Team Competitive compensation Comprehensive medical, dental and vision Employer sponsored short and long term disability, Life and ADD insurance 401k with employer matching Paid time off benefits: Vacation, Sick, Holidays Mill Creek is an Equal Opportunity Employer Are you ready to contribute to the success of Mill Creek Residential? If so, apply today and become part of an organization that believes in uncompromising integrity, celebrating successes, continuous improvement, and working hard, smart and together!

Leasing Consultant - Modera Northgate

Red Tail

<div>Job Title: Multi-Site Leasing Consultant
Company: Red Tail Residential, LLC
Status: Full Time
Pay rate: $25.00 per hour, plus commissions
Supervisor: Multi-Site Community Manager 
Benefits
We offer a competitive compensation package based on experience and qualifications, along with fully company-paid employee health insurance, vacation and sick leave, paid holidays, and life insurance for full-time employees! Every employee gets access to exclusive discounts just for being part of the team!
Position Summary
The Leasing Consultant plays a key role in creating a positive first impression for prospective residents and delivering excellent customer service throughout the leasing process. This position supports leasing, administrative tasks, resident relations, and property operations while upholding company standards and ensuring a smooth move-in and move-out experience.
Key Responsibilities<ul><li>
Provide superior customer service to residents, prospects, and vendors.</li><li>
Conduct and assist with market surveys.</li><li>
Show, lease, and move in prospective residents.</li><li>
Update unit availability daily and maintain accurate leasing information.</li><li>
Process rental applications in accordance with company procedures.</li><li>
Submit and track maintenance requests for residents.</li><li>
Receive and record collections following company standards.</li><li>
Provide general clerical, office, and phone support.</li><li>
Maintain complete and accurate resident files and documentation.</li><li>
Manage move-in calendars to ensure appointments are completed and units meet move-in standards.</li><li>
Address and help resolve resident concerns; escalate issues to the Supervisor when necessary.</li><li>
Conduct move-out walks and support the move-out process.</li><li>
Perform additional tasks or duties as assigned by the Supervisor.</li></ul>
Special Requirements
Physical Demands<ul><li>
Regularly required to sit, stand, walk, reach, talk, and hear.</li><li>
Occasional climbing may be required.</li><li>
Must be able to work at a computer and use a phone for extended periods.</li><li>
Must be able to detect auditory and visual alarms.</li><li>
Availability to work flexible and extended hours, including weekends, as needed.</li></ul>
Attendance &amp; Schedule<ul><li>
Part-time position requiring consistent attendance.</li><li>
May require evenings, weekends, and occasional holidays.</li><li>
Active participation in company meetings, events, and functions is required.</li></ul>
Essential Skills &amp; Competencies<ul><li>
Strong customer service orientation</li><li>
Excellent communication skills</li><li>
Ability to handle high-stress situations professionally</li><li>
Strong organizational and administrative skills</li><li>
Effective time management and prioritization</li><li>
Sales aptitude and comfort working with prospects</li><li>
Superior collection skills</li><li>
Knowledge of Fair Housing laws</li><li>
Leadership qualities and ability to work independently</li></ul>
Qualifications
Education<ul><li>
High school diploma or equivalent required</li><li>
Must be able to read and write English fluently and perform intermediate math functions</li></ul>
Professional Experience<ul><li>
One year of experience in the service industry preferred (hospitality, retail, customer service, etc.)</li></ul>
Computer Skills<ul><li>
Intermediate computer and internet proficiency</li><li>
Intermediate knowledge of Microsoft Word, Excel, and Outlook</li><li>
Preferred experience with: Yardi, Voyager, LRO, Entrata, Resident Check</li></ul>
Learning &amp; Development<ul><li>
Commitment to ongoing professional development through company-provided training</li><li>
Ability to effectively utilize all on-site property management software</li></ul> 
Northshore Personnel Services Inc. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
#RTR</div>

Multi-Site Leasing Consultant

Amazon.com

<div><h2 class="jobSectionHeader">DESCRIPTION</h2>
We are seeking an experienced Finance Manager to join the One Medical Accounting team, where you will own critical operational accounting processes that ensure the accuracy and integrity of Amazon's healthcare financial statements. In this role, you will manage the monthly close cycle, oversee account reconciliations, and provide detailed flux and variance explanations while supporting internal and external audit requirements.
 
 
As a Finance Manager, you will serve as a trusted consultant and decision-maker, partnering with technology teams and diverse stakeholders to design and implement automated financial processes that improve accuracy and efficiency. You will be responsible for ensuring controlled, compliant accounting operations as Amazon's healthcare business scales, while leading initiatives that streamline financial statement preparation.
 
 
The ideal candidate brings deep expertise in Accounting and Financial Systems. You should have demonstrated experience in operational accounting, month-end close processes, account reconciliation ownership, variance analysis, and audit support, with a proven track record of leading and influencing teams to accomplish complex, ambiguous initiatives. This role requires someone who can operate as an empowered leader, driving strategic direction while maintaining the day-to-day rigor of accounting operations to keep Amazon's financial statements materially correct. 
 
 
 
Key job responsibilities 
Key job responsibilities
 
o Own Operational Accounting: You'll own and manage the monthly close cycle, account reconciliations, flux and variance analysis, and audit support activities while partnering with technology teams and stakeholders to ensure accurate, timely financial reporting.
 
o Automate: You'll work on automation projects and lead the coordination of designing processes and tools to make financial statement processes easier and more accurate.
 
o Support Expansion: You'll support the expansion of Amazon's healthcare business by ensuring implementation of controlled processes to keep Amazon's financial statements materially correct.
 
o Consult: You'll operate as a valued consultant to partner with many different stakeholder teams across Amazon.
 
o Make Decisions: You'll be an empowered, impactful decision maker who drives the direction of accounting operations and process improvements to completion.
 
o Collaborate: You'll collaborate with Amazonians of diverse backgrounds.
 
 
Successful candidates will have deep experience in the following two disciplines &ndash; Accounting and Financial Systems. Candidate experience should cover operational accounting, month-end close processes, account reconciliation ownership, variance analysis, audit support, accounting requirements documentation, and process design. Demonstrated experience in leading and influencing teams to accomplish unusually complex challenges is expected as this is an ongoing requirement for this position.<h2 class="jobSectionHeader"> 
BASIC QUALIFICATIONS</h2><ul><li>5+ years of finance or a related analytical field experience</li><li>Bachelor's degree in accounting or related field</li></ul><h2 class="jobSectionHeader">
PREFERRED QUALIFICATIONS</h2><ul><li>CPA</li><li>Knowledge of internal control framework (specifically COSO) to assess control design and operational efficiency</li><li>Knowledge of GAAP research tools and the FASB codification</li><li>Experience in accounting management in Big Four with Fortune 500 clients</li><li>Experience researching and documenting support for accounting conclusions</li></ul> 
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. 
 
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner. 
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits. 
USA, MA, Boston - 95,400.00 - 163,200.00 USD annually 
USA, VA, Arlington - 95,400.00 - 163,200.00 USD annually 
USA, WA, Seattle - 95,400.00 - 163,200.00 USD annually</div>

Accounting Manager, Accounting, Amazon Health Services

Weyerhaeuser

<div></div><div><div>Description<div></div>
Weyerhaeuser Company is one of the world's largest private owners of softwood timber and one of the world's largest producers of softwood lumber, hardwood lumber, engineered lumber, softwood market pulp, and containerboard and paper-based packaging products.
Weyerhaeuser&rsquo;s IT organization is enabling responsible use of AI tools and new ways of working across the enterprise. We are looking for a marketing/social media/communications intern to support execution of our AI Enablement Organizational Change Management (OCM) rollout. In this role, you will help turn an established OCM strategy into visible, high-energy activation through engaging campaigns, events, and community programming. You will work alongside an experienced OCM consultant and program management team, freeing senior resources to focus on change leadership while you drive event logistics, content amplification, and a consistent communications cadence. Internship is approximately 5 1/2 months beginning July 2026 in Seattle, WA. Hybrid work schedule with in-office days Tuesday&ndash;Thursday.
Responsibilities:<ul><li>
Support execution of the AI enablement change rollout by coordinating engagement activities such as promptathons, innovation challenges, AI Community of Practitioners (COP) sessions, office hours, and other learning/connection events.</li><li>
Own end-to-end event logistics, including scheduling, invites, speaker coordination, run-of-show planning, materials preparation, and day-of facilitation support.</li><li>
Draft and publish internal communications that drive awareness and participation (e.g., announcements, reminders, recaps, success stories, FAQs, and &ldquo;how to get started&rdquo; messages) aligned to the overall OCM strategy and messaging.</li><li>
Create and maintain an editorial/content calendar to ensure a consistent cadence of communications and campaign touchpoints.</li><li>
Partner with the OCM consultant and program team to translate stakeholder feedback into communication updates, targeted outreach, and improved engagement tactics.</li><li>
Develop reusable communication assets (templates, short blurbs, flyers/one-pagers, talking points, email copy, intranet/Teams posts) to amplify adoption initiatives.</li><li>
Track engagement and adoption signals (e.g., event registrations/attendance, challenge participation, post metrics, qualitative feedback) and provide concise weekly readouts and recommendations.</li><li>
Help curate and grow the AI COP community by identifying topics, surfacing internal examples, recognizing contributors, and encouraging peer-to-peer sharing.</li><li>
Follow all IT general controls and IT security policies, and ensure communications align with responsible AI and approved guidance.</li></ul></div><div> 
Qualifications<div></div>
Required:<ul><li>
Currently enrolled in a bachelor&rsquo;s degree program (or recent graduate within 6 months) in Communications, Marketing, Business, Journalism,</li><li>
Organizational Development, Human Resources, Information Systems, or a related field.</li><li>
Strong writing and editing skills with the ability to tailor messages for different internal audiences.</li><li>
Demonstrated organization and follow-through; able to manage multiple workstreams, deadlines, and event details.</li><li>
Comfort working in a fast-moving environment with ambiguity and shifting priorities.</li><li>
Strong interpersonal skills; able to coordinate with a wide range of partners (PMs, change lead, SMEs, leaders, and end users).</li><li>
Experience with Microsoft 365 tools (Teams, Outlook, PowerPoint, Word, Excel); ability to learn new tools quickly.</li></ul>
Preferred:<ul><li>
Interest in change management, internal communications, employee engagement, or community building.</li><li>
Exposure to social/content planning (editorial calendars, campaign planning, engagement metrics).</li><li>
Experience supporting events (virtual and/or in-person) and basic facilitation skills.</li><li>
Interest in AI productivity tools and enthusiasm for experimenting responsibly with new technology.</li></ul> 
Compensation: The pay rate for this position is $25 per hour.
About Weyerhaeuser 
We sustainably manage forests and manufacture products that make the world a better place. We&rsquo;re serious about safety, driven to achieve excellence, and proud of what we do. With multiple business lines in locations across North America, we offer a range of exciting career opportunities for smart, talented people who are passionate about making a difference. 
We know you have a choice in your career. We want you to choose us.
Weyerhaeuser is an equal opportunity employer. Inclusion is one of our five core values and we strive to maintain a culture where all our people feel a sense of belonging, opportunity and shared purpose. We are committed to recruiting a diverse workforce and supporting an equitable and inclusive environment that inspires people of all backgrounds to join, stay and thrive with our team.</div><div>
Job Information Technology</div><div>
Primary LocationUSA-WA-Seattle</div><div>
Schedule Full-time</div><div>
Job Level Entry Level</div><div>
Job Type Internship</div><div>
Shift Day (1st)</div></div>

IT Intern - Marketing & Communications

Mercer Advisors

<div><div>Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
<ul><li>Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics &ndash; including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.</li></ul></div> 
Job Summary:

The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. The role supports a Senior Wealth Advisor and an existing book of business and is designed to be developmental for the Associate while providing leverage to the Senior Wealth Advisor.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. 

Key Responsibilities and Duties
<ul>
<li>Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth.</li>
<li>Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.</li>
<li>Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.</li>
<li>Understands and deploys Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.</li>
<li>Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.</li>
<li>Ensures adherence to compliance and regulatory policies as well as company standards of client care</li>
<li>Acts as a fiduciary, placing client interests and outcomes first</li>
</ul>
Required Knowledge, Skills and Abilities:

Education:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus</li>
</ul>
Experience:
<ul>
<li>At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)</li>
</ul>
Certifications/Licenses:
<ul>
<li>Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).</li>
<li>Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)</li>
</ul>
Skills &amp; Competencies:
<ul>
<li>Advanced knowledge of the industry, financial products, and financial planning concepts</li>
<li>Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients</li>
<li>Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients</li>
<li>Experience utilizing financial planning software</li>
<li>Expert at collaboration and willing to help others</li>
<li>Sales aptitude and experience is preferred</li>
<li>An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment</li>
</ul><ul><li>Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews</li>
<li>Comprehensive understanding of compliance requirements</li>
<li>Ability to travel up to 20% as required for client meetings, company training, etc.</li>
</ul>
Location: This is a Hybrid position with a strong preference for candidates to be located in Seattle, WA or Scottsdale, AZ.

Work Schedule: Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.<div>
Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. 
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Associate Wealth Advisor (Pacific Time Zone)

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