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Boutique Wealth Planner for Existing Clients

$90k - $125k

SR Staffing

A financial advisory firm based in Bellevue, WA is seeking a Financial Advisor to manage client relationships and deliver fiduciary-driven financial planning. The advisor will lead annual reviews, update financial plans, and ensure recommendations are implemented correctly. Candidates should have experience in client-facing roles, strong planning knowledge, and appropriate licenses. Compensation ranges from $90,000 to $125,000+, along with benefits including medical contributions and a 401(k) match. #J-18808-Ljbffr SR Staffing

Vacancy posted 5 days ago
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