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Financial Consultant Financial Advisor

Associate Wealth Planner - Client-Focused, Seattle

Job in Seattle, King County, Washington, 98127, USA
Listing for: All Things HR, LLC
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 130000 USD Yearly USD 100000.00 130000.00 YEAR
Job Description & How to Apply Below
A financial advisory practice in Seattle is seeking an Associate Wealth Planner to support financial advisors and consultants. This role involves preparing comprehensive financial plans, conducting investment research, and maintaining compliance with policies. The ideal candidate will have a Bachelor's degree and 0–3 years of relevant experience, be detail-oriented, and possess strong communication skills. Compensation ranges from $100,000 to $130,000 annually, with benefits like medical, dental, 401k, and paid time off.
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Position Requirements
10+ Years work experience
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