Associate Wealth Advisor: Client Book & Insights
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-03-03
Listing for:
LPL Financial
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services company in Bellevue is looking for an Associate Wealth Advisor to support investment and relationship management for a senior advisor. The ideal candidate has a strong attention to detail and solid customer service skills. Responsibilities include managing client relationships, developing asset allocation strategies, and assisting advisors with financial planning. A bachelor's degree and relevant experience are preferred.
This role offers a competitive salary range dependent on skills and experience.
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Position Requirements
10+ Years
work experience
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