A successful and rapidly-growing RIA firm is seeking to add an advisor to their office in the Everett, WA area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.

This new team member will be responsible for working with the existent clients of the firm doing client reviews, Estate Plan Reviews, portfolio analysis and re-balancing of assets. They will also be assisting with looking for new business opportunities within the book. 

Job Requirements

6-10 years experience

CFP