More jobs:
Associate Wealth Advisor
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-30
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Associate Wealth Advisor – Bellevue, Washington
Heide is an Associate Wealth Advisor at the Beacon Pointe Bellevue, Washington office.
He brings extensive experience in financial services, supporting clients in tax accounting, wealth management, and compliance.
- Prior experience as Director of Finance and Chief Compliance Officer for a Denver‑based fixed‑income advisory firm, managing hedge funds and separately managed accounts.
- Bachelor of Science from Michigan State University.
Position Requirements
10+ Years
work experience
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