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Banking & Finance Financial Advisor

Wealth Client Services Associate – Path to Advisor

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Boutique Recruiting
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Bellevue, WA is seeking a Registered Client Service Associate to support a wealth management team. The role involves client meetings, executing trades, and maintaining client communications. Ideal candidates will have 3-5 years in financial services, hold a Series 7 or 66, and possess strong technology skills. This position offers competitive pay and robust benefits including a bonus structure and professional development support.
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Position Requirements
10+ Years work experience
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