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Financial Advisor Financial Consultant Wealth Management

Senior Wealth Planner: Build & Present Holistic Plans

Job in Tacoma, Pierce County, Washington, 98417, USA
Listing for: Columbia Bank
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial institution in Tacoma is seeking a Wealth Planning Advisor to provide comprehensive wealth planning services. Responsibilities include analyzing financial information, conducting cash flow and estate planning, and advising clients on investment and insurance strategies. The ideal candidate should have a Master’s degree or CFP, with over 5 years of relevant experience. The position offers competitive compensation and benefits with a strong emphasis on relationship management and client satisfaction.
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Position Requirements
10+ Years work experience
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