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Senior Wealth Advisor: Holistic Planning
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-17
Listing for:
Freestone Capital Management
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial management firm in Seattle is seeking experienced Advisors to join their dynamic team. The role involves securing high-net-worth clients, providing sophisticated investment analysis and financial planning, and collaborating with internal advisors. Candidates should have a Bachelor's degree, CFP designation preferred, and a proven track record in financial advisory services. The firm offers a competitive compensation structure, comprehensive benefits, and a supportive culture fostering innovation and growth.
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Position Requirements
10+ Years
work experience
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