Senior Associate Advisor - Remote Wealth Planning
Avier Wealth Advisors
Bellevue, WA
- Remote job
Avier Wealth Advisors in Bellevue, WA seeks a Senior Associate Advisor to join a three-person client advisory team. You will be a primary contact for clients, coordinate with the Lead Advisor and Client Service Associate, and ensure all aspects of a client’s financial life are addressed. The role requires 5+ years of experience in financial planning, CFP designation, and proficiency with Salesforce, MoneyGuidePro, and Orion. #J-18808-Ljbffr Avier Wealth Advisors
Vacancy posted 10 hours ago
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