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Strategic Wealth Advisor: Client & Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-03
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Bellevue, WA, is seeking a Wealth Advisor to partner with clients in achieving their financial goals. The ideal candidate will have over 3 years of experience in financial services and relevant FINRA registrations. Responsibilities include managing client portfolios, implementing investment strategies, and collaborating with a team to exceed sales targets.
This role offers competitive compensation in a dynamic work environment focused on client success.
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