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Wealth Management Financial Advisor

Senior Wealth & Trust Advisor

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Columbia Trust Company
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Bellevue is seeking a full-time Private Client Advisor to deliver personalized wealth management and trust services. The successful candidate will manage client relationships, provide financial advice, and ensure compliance with fiduciary standards. Candidates should possess strong knowledge of trust and estate administration, investment management, and have a Bachelor’s degree in a related field with at least five years of relevant experience.

This position emphasizes strong ethical standards and client service.
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Position Requirements
10+ Years work experience
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