Boutique Wealth Planner Existing Clients
Job in
Bellevue, King County, Washington, 98009, USA
Listing for:
SR Staffing
Full Time
position
Listed on 2026-11-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial advisory firm based in Bellevue, WA is seeking a Financial Advisor to manage client relationships and deliver fiduciary-driven financial planning. The advisor will lead annual reviews, update financial plans, and ensure recommendations are implemented correctly. Candidates should have experience in client-facing roles, strong planning knowledge, and appropriate licenses. Compensation ranges from $90,000 to $125,000+, along with benefits including medical contributions and a 401(k) match.
Step into the Boutique Wealth Planner for Existing Clients role at SR Staffing in Bellevue, WA, United States and grow with us. The Boutique Wealth Planner for Existing Clients position in the Finance field is open for applications. We have an opening for a Boutique Wealth Planner for Existing Clients in Bellevue, WA, United States within Finance. This role, Boutique Wealth Planner for Existing Clients at SR Staffing, could be your next opportunity.
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