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Associate Financial Advisor: Client & Planning
Job in
Sammamish, King County, Washington, 98075, USA
Listed on 2026-01-08
Listing for:
First Technology Federal Credit Union
Full Time
position Listed on 2026-01-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial institution in Sammamish seeks a Senior Associate Financial Advisor to support a Financial Advisor by managing client relationships and implementing investment strategies. The ideal candidate will have at least 3 years of client-facing experience in wealth management, relevant licenses, and excellent interpersonal skills. This role involves portfolio management, operational support, and business development, with a target compensation ranging from $90,000 to $120,000, including base salary and incentives.
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Position Requirements
10+ Years
work experience
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