Windward Recruiting in Issaquah, WA is seeking a relationship-driven Service Advisor to join a team-oriented wealth management firm. You will inherit an established client base and excel at delivering high-touch service to clients, with a mix of virtual and in-person meetings.
Qualifications include a Bachelor’s in Finance or Economics, 3–7 years in wealth management or financial advising, and proficiency with planning tools such as eMoney and custodial platforms like Fidelity or Schwab.
#J-18808-LjbffrWealth Advisor: Relationship-Driven Growth in bellevue at Unknown Company
This position is listed as full time and onsite.