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Wealth Planner: Planning & Client ; Hybrid

Job in Bellevue, King County, Washington, 98009, USA
Listing for: LE0123 Focus Partners Wealth LLC
Full Time position
Listed on 2026-08-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 84000 - 96000 USD Yearly USD 84000.00 96000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner: Planning & Client Growth (Hybrid)

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The Associate Wealth Advisor role partners with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning, while collaborating with the Portfolio Management team to approve and execute portfolios.

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