Wealth Advisor
JCW Group
Please closely read the job requirements before applying. Thanks! A Seattle-area RIA has asked us to help them fill two new Wealth Advisor openings, onsite five days a week north of the city. This is a 100-person RIA in serious growth mode. Sales acumen is required, but the company has a thriving book already and will supply all your leads. No cold outreach will be required, and bringing previous relationships is not expected. Candidates must have: 2-5y+ of experience as a wealth management PM/advisor/RM/planner. Any certifications would be highly desired, for example, a CFP, CFA, or CPWA. The ability to work out of the company\'s office five days per week. If you\'re interested and meet the above qualifications, email Sean at View email address on click.appcast.io, attaching your resume. Thanks! #J-18808-Ljbffr
Vacancy posted 4 days ago
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