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Senior Wealth Advisor: Lead Comprehensive Plans; Hybrid
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-15
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team in creating comprehensive wealth plans tailored to client goals. The ideal candidate will have over 10 years of experience in financial planning, with a strong commitment to mentoring others. Successful candidates must possess a Series 65, CFP, or CFA and have extensive experience working with high-net-worth clients.
A hybrid work model is offered, nurturing professional growth and teamwork.
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Position Requirements
10+ Years
work experience
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