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Financial Consultant

Remote Wealth Management Associate — Client‑Centric Planning

Remote / Online - Candidates ideally in
Seattle, King County, Washington, 98127, USA
Listing for: Roklyn Consulting
Remote/Work from Home position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A prestigious consulting firm is seeking an Associate Advisor to join their client-centric team. You will manage relationships with high-net-worth clients and deliver personalized financial solutions. This remote position requires periodic travel to the California office. Ideal candidates will have a CFP® designation, a strong track record in wealth management, and exceptional communication skills. Competitive salary includes 401(k), healthcare coverage, and opportunities for professional development.
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Position Requirements
10+ Years work experience
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