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Succession Financial Advisor - Manage Key Clients

Job in Lacey, Thurston County, Washington, 98509, USA
Listing for: Wealth Enhancement Group, LLC
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 100000 - 145000 USD Yearly USD 100000.00 145000.00 YEAR
Job Description & How to Apply Below

Wealth Enhancement Group, LLC, based in Lacey, WA, seeks a Financial Advisor to manage client relationships and support senior advisors in delivering planning-based services. You will facilitate financial planning, perform reviews, and work to grow the client base while adhering to Wealth Enhancement Group standards.

The role requires a 4-year degree, industry licenses (Series 7/66 and Series 65), and 4+ years in wealth management.

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