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Senior CFP Wealth Advisor: Lead Client & Community
Job in
Wenatchee, Chelan County, Washington, 98807, USA
Listed on 2026-03-10
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Wenatchee is seeking a Senior Advisor, Certified Financial Planner to manage substantial client assets and enhance wealth management services. The role demands a professional who can adapt to a client-focused banking model, build trust, and foster growth within a community. Responsibilities include personal engagement with clients, transitioning to fee-based services, and addressing the needs of an older clientele.
Comprehensive benefits and a competitive salary of $100,000 - $150,000 are offered.
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Position Requirements
10+ Years
work experience
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