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Wealth Advisory Associate

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Pathstone Welcomes Crestone Capital LLC
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 81000 - 85000 USD Yearly USD 81000.00 85000.00 YEAR
Job Description & How to Apply Below

Pathstone Welcomes Crestone Capital LLC seeks a Client Advisory support professional in Bellevue, WA. The role involves assisting the advisory team with client service, daily operations, and special projects. Candidates should be proactive and possess strong analytical skills.

Qualifications include a relevant Bachelor's degree and 1-3+ years in financial management. Strong communication and Microsoft Office skills are important. Competitive salary range of $81,000 - $85,000 annually with potential for bonuses.

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Position Requirements
10+ Years work experience
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