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Senior Wealth Advisor - Wealth Planning & Client
Job in
Wenatchee, Chelan County, Washington, 98807, USA
Listed on 2025-12-05
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2025-12-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading professional services firm is seeking a Senior Wealth Advisor for their Wenatchee office. Ideal candidates will have over 8 years in financial services, a Bachelor’s degree in Accounting or Finance, and the FINRA Series 65 or 66. The role involves managing client relationships and providing total wealth advisory services, emphasizing financial planning and investment strategies. A competitive salary range of $109,000 to $191,000 is offered, with a variety of perks.
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Position Requirements
10+ Years
work experience
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