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Senior Regional Manager, Wealth Advisory & Coaching
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-02-23
Listing for:
Fairygodboss
Full Time
position Listed on 2026-02-23
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading investment advisory firm in Bellevue is seeking a Senior Regional Manager to coach and support a team of Wealth Advisors. The role involves motivating staff, building relationships with clients and partners, and ensuring client service quality. Candidates should have a Bachelor's degree, CFP® and CFA® designations, and must hold relevant FINRA licenses.
This role offers a hybrid work environment and a robust benefits package including 401(k) matching and health insurance.
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Position Requirements
10+ Years
work experience
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