Senior Wealth Advisor & Strategy Lead

NFP

Seattle, WA

JOB DETAILS
SKILLS
Communication Skills, Customer Relations, Financial Planning, Investment Strategy, Wealth Management
LOCATION
Seattle, WA
POSTED
2 days ago

NFP Corp is seeking an AVP, Advisor to join their wealth management team in Seattle. This role involves crafting tailored investment strategies aligned with client goals and executing sophisticated financial plans. You will lead client engagements and collaborate with external experts to provide comprehensive wealth solutions.The ideal candidate has over 5 years of wealth management experience, proposes creative solutions, and possesses excellent communication skills. A strong commitment to client relationships and a culture of continuous growth is essential.#J-18808-Ljbffr

About the Company

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NFP