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Wealth Solutions Advisor
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-03-15
Listing for:
HIRESIGMA
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
- FINRA registrations, including SIE, Series 7, and Series 66 (must obtain within 6 months of hire if not already licensed).
- 5+ years of experience in the financial services or wealth management industry is desired.
- Highly detail-oriented and process-driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution.
- Proactive, service-minded, and comfortable supporting a wide range of needs.
- Resource-oriented mindset skilled at locating answers, tools, and guidance.
- Strong interpersonal and written communication skills.
- Effective problem solver with a collaborative, team-first mindset.
- Strong financial and analytical skills.
- Comfortable working in a support-oriented role with high visibility and impact.
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