Senior Wealth Advisor: Book & Impact
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-02-16
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading Registered Investment Advisory firm in Seattle seeks an experienced Financial Advisor to build and manage client relationships. The role involves delivering tailored financial planning and investment advice, collaborating with specialists, and pursuing new business opportunities. Ideal candidates have 5+ years of relevant experience, a strong track record of client acquisition, and preferably hold CFP® or CFA designations. Join a firm recognized for its commitment to client success and innovative wealth management solutions.
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Position Requirements
10+ Years
work experience
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