More jobs:
Independent Lead Financial Advisor in Wealth Management
Job in
Bellingham, Whatcom County, Washington, 98227, USA
Listed on 2026-09-09
Listing for:
Ivy Way Placements
Contract
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Ivy Way Placements, partnering with a fast-growing RIA, seeks a Lead Financial Advisor in Bellingham, WA to manage client relationships and drive new business of a fee-only fiduciary wealth firm.
You will co-lead client engagements, collaborate with senior advisors, and deliver tailored financial planning with support from specialists. Requires strategic onboarding, retention focus, and growth through referrals.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×