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Aspiring Private Client Advisor Mass Affluent Wealth

Job in Yakima, Yakima County, Washington, 98903, USA
Listing for: COMFORT SYSTEMS
Full Time position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Sales
  • Sales
    Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 80168 USD Yearly USD 80168.00 YEAR
Job Description & How to Apply Below
Position: Aspiring Private Client Advisor for Mass Affluent Wealth
A leading financial services firm is seeking an Associate Private Client Advisor in Yakima, Washington. This role involves partnering with Private Client Advisors to assist in providing financial wellness solutions to Mass Affluent clients. Key responsibilities include developing strong client relationships, collaborating with branch teams, and achieving sales goals. The ideal candidate has a high school diploma, ideally a bachelor's degree, and licenses in the financial field.

This position offers a competitive annual salary of $80,168 and incentives based on performance.
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