More jobs:
Senior Wealth Manager; CFP DAS Advisory
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-05-16
Listing for:
The Well
Full Time
position Listed on 2026-05-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
The Well is seeking an experienced Wealth Manager (CFP) to lead advisory services in Seattle, WA. The role focuses on developing high-trust client relationships, delivering financial planning, and contributing to the firm's growth through business development. The ideal candidate will have 5–10+ years in wealth management, strong communication skills, and a client-first approach. This position offers an employee ownership model, meaningful compensation, and generous benefits, including full medical premiums and a 401(k) match.
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Position Requirements
10+ Years
work experience
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