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Financial Consultant Financial Advisor Wealth Management

Wealth Management Associate - Hybrid Client Planning

Job in Bellingham, Whatcom County, Washington, 98227, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 105000 USD Yearly USD 65000.00 105000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Wealth Management Associate in Bellingham, WA (Hybrid). The successful candidate will support client relationships by analyzing financial information and creating financial plans. This position requires excellent communication skills and the ability to manage multiple tasks effectively. The candidate should be pursuing financial licensing and have a preference for a college degree. Base salary ranges from $65,000 to $105,000 plus bonuses and benefits.
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Position Requirements
10+ Years work experience
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