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VP, Wealth Planning & Strategy

Job in Bellevue, King County, Washington, 98009, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-23
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 250000 USD Yearly USD 150000.00 250000.00 YEAR
Job Description & How to Apply Below

Twin Thread is seeking a Vice President, Wealth Planner in Bellevue, Washington, to provide comprehensive wealth planning advice and expertise in tax and trust laws. This role involves developing content on wealth management topics and advising clients, ensuring that all strategies align with client goals.

The ideal candidate will have a deep understanding of financial planning and experience working with a diverse clientele. This position offers a competitive total rewards package and aims to promote growth and success for clients and advisors alike.

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