Senior Wealth Management Advisor

Andsimple in Seattle, Washington is seeking an Advisor to manage day-to-day responsibilities for client service teams. The role demands 4+ years of financial planning experience and a CFP®, CPA, CFA, or JD designation. You will be responsible for client communications, preparing deliverables, and mentoring junior team members. The position offers a salary range of $95,000 to $140,000 and comes with comprehensive benefits including medical coverage and generous PTO.
#J-18808-Ljbffr