Wealth Planning Associate High-Net-Worth Clients
Job in
Vancouver, Clark County, Washington, 98662, USA
Listed on 2026-06-24
Listing for:
Mariner
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Mariner is seeking an Associate Wealth Advisor to work with the wealth management team in Vancouver, WA. You'll create comprehensive wealth plans for high net worth clients, focusing on their goals and values.
Your responsibilities include developing customized financial plans, building client relationships, and enhancing your financial planning skills with various software programs. A bachelor’s degree and CFP designation or Series 65 are essential for this position.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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