Wealth Management Associate
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-07-23
Listing for:
Baird
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Baird in Seattle seeks an Associate Financial Advisor to support a Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. You will assist in portfolio management, analysis, and investment analysis to strategically grow the client base.
The role emphasizes implementing portfolio changes, preparing client reports, and contributing to the investment decision process to better position the Advisor for growth and client satisfaction.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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