Location: Redmond, WA
Job Summary:
Job Duties:
- Develop and implement innovative investment solutions
- Provide consulting services to independent financial advisors
- Support relationship and practice management initiatives
- Assist in achieving client wealth and independence goals
Required Skills (Keywords):
- Technology proficiency
- Critical thinking
- Problem-solving
- Communication
- Relationship management
Required Experiences (Topics):
- Background in investment management
- Experience in consulting with financial advisors
- Knowledge of wealth management strategies
- Familiarity with independent financial advisory practices
Job URLs: