Mainspring Wealth Advisors, LLC seeks an experienced Wealth Advisor to deliver comprehensive financial planning and personalized wealth management in a hybrid Bellevue, WA setting. You will partner with a Financial Advisor, review client portfolios, and craft tailored plans to meet short and long-term goals.
Requirements include a bachelor’s degree in a related field and 2+ years in financial services with emphasis on planning. Licenses SIE, Series 7/63/65/66 as needed.
#J-18808-LjbffrSenior Wealth Advisor & Financial Planning Partner in bellevue at Unknown Company
This position is listed as full time and hybrid.