CFP Lead Financial Advisor – Personal CFO HNW Clients
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-03-01
Listing for:
S Piper Staffing LLC
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Seattle seeks Lead Advisors (CFPs) to manage client relationships and deliver exceptional service. The role requires a Bachelor's degree and 6+ years of experience in wealth management, focusing on high-net-worth individuals. Responsibilities include designing comprehensive wealth management strategies and leading client advisory teams. Candidates must possess strong expertise in tax and estate planning and demonstrate exceptional leadership and communication skills.
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