Financial Advisor: Client Book & Wealth
Job in
Olympia, Thurston County, Washington, 98502, USA
Listed on 2026-07-10
Listing for:
WSECU
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
WSECU in Olympia, WA is seeking a Financial Advisor to partner with members and help manage every aspect of their financial lives through personalized guidance, education, and customized planning and investment solutions.
The role involves developing and maintaining a book of business, delivering financial education seminars, collaborating with branches to increase member investments, staying current on market knowledge and wealth tools, and achieving annual revenue goals.
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