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Lead Wealth Advisor - Holistic Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-03
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a Wealth Advisor to lead client planning and team development. This role necessitates strong financial acumen and business development skills, requiring 7+ years of experience in wealth management. The ideal candidate will excel at delivering exceptional client service and expanding the firm's reach through strategic business initiatives. Competitive salary range of $130,000-$140,000, along with potential bonuses and benefits.
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