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Hybrid Associate Wealth Advisor: Personal Finance Planning

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Focus Partners Wealth
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth advisory firm located in Washington, Bellevue is seeking an Associate Wealth Advisor. This role involves developing client-specific financial strategies, engaging in comprehensive planning, and collaborating with Wealth Advisors. The ideal candidate will have a Bachelor’s degree, series 65, and a minimum of 2 years in the financial sector. This position allows for a hybrid work schedule with a dynamic team, focusing on personalized wealth management solutions, ensuring top-tier client service and satisfaction.
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Position Requirements
10+ Years work experience
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