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Wealth Advisor Impact; CFP​/CFA

Job in Tacoma, Pierce County, Washington, 98417, USA
Listing for: Mission Wealth Management LP
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 120000 USD Yearly USD 120000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor - Growth & Impact (CFP/CFA)
A top wealth management firm is seeking a Wealth Advisor with a CFP or CFA designation. This hybrid role involves helping clients navigate their financial decisions, providing tailored wealth management services, and requires 5+ years of advisory experience. Ideal candidates should possess excellent communication skills and a passion for making a difference. The base salary is $120,000 with an additional bonus potential of $50,000 - $70,000.

The firm offers comprehensive benefits and growth opportunities.
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