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Senior Wealth Planner & Advisor

CognoWiz

CognoWiz is looking for a Sr. Manager, Wealth Advisor to join our team in Bellevue, Washington. The successful candidate will demonstrate strong financial and analytical skills, and should possess a B.A. or B.S degree, as well as necessary FINRA registrations including Series 7 and 66 or their equivalents. This full-time position involves finance and sales responsibilities as well as IT consulting aspects. We're seeking a professional with relevant industry designations such as CFP. #J-18808-Ljbffr CognoWiz

Vacancy posted 4 days ago
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