Senior Wealth Advisor & Strategy Lead
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-13
Listing for:
Wealthspire
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Wealthspire is seeking an AVP, Advisor to utilize deep financial expertise for crafting tailored investment strategies. This role involves leading client engagements, executing sophisticated financial plans, and monitoring client investments to ensure optimal outcomes.
The ideal candidate will have over 5 years of wealth management experience and a bachelor's degree in a related field, alongside a CFP designation. The position offers a competitive salary between $80,000 and $115,000 plus incentives, professional growth opportunities, and comprehensive benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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