A well-established, full-service wealth advisory firm located in Bellevue, WA., is seeking a dedicated and experienced Financial Advisor to join its team. The ideal candidate will provide clients with personalized financial planning and investment management services, helping them achieve their financial goals. Responsibilities include conducting financial assessments, developing tailored strategies, and maintaining long-term client relationships. This role offers the opportunity to work with a company committed to providing comprehensive financial solutions and exceptional client service.
What You'll Do
- Provide clients with personalized financial planning and investment management services.
- Conducting financial assessments, developing tailored strategies, and maintaining long-term client relationships.
- Meeting with clients to understand their financial goals.
- Reviewing clients' financial status and discussing strategies to achieve their objectives.
- Conducting initial consultations with potential new clients.
- Creating and updating comprehensive financial plans, including investment strategies, retirement planning, tax planning, and estate pla...
TLNT
A dynamic team of experts in SMB and health tech dedicated to reshaping the healthcare landscape.
Other jobs at TLNT
Why OmniJobs?
- Rare & hidden jobs
- New jobs every day
- No expired job posts
- All jobs in English
Receive emails about similar jobs
Get alerts to your inbox about new open jobs that are similar to this one.
No spam. No ads. Unsubscribe anytime.
Similar jobs