Wealth Management Client Advisor
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
CMC Recruiting supports a growing wealth management practice in Seattle, seeking a client-focused professional to manage relationships, assist with financial planning, and prepare materials for client meetings.
The role covers investment operations, account management, and insurance planning, with onboarding duties, compliance oversight, and a hybrid work arrangement. Competitive base salary ranges from $85,000 to $105,000 plus benefits.
We invite applications for the Wealth Management Client Advisor position located in Seattle, WA, United States.
We would love to welcome a new Wealth Management Client Advisor to our organisation in Seattle, WA, United States.
For the Wealth Management Client Advisor position at CMC Recruiting, we are reviewing applications now.
Step into the Wealth Management Client Advisor role at CMC Recruiting in Seattle, WA, United States and grow with us.
Please review the full job details above before applying.
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