Posted 03/02/2026
Job Number: 15691
Senior Advisor, Certified Financial Planner
Wenatchee, WA • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $100,000 - $150,000 / Annually
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Job Description
Position Title: Senior Advisor, Certified Financial Planner
The Senior Advisor, Certified Financial Planner will play a crucial role in managing client relationships and enhancing the wealth management services offered by the bank. This position requires a professional who is adaptable to the banking model and willing to invest in building a client portfolio. The ideal candidate will be responsible for overseeing a significant amount of assets while fostering client trust and satisfaction. A focus on organic growth and community engagement while addressing the needs of an older clientele, will be essential for success in this position.
Salary Range: $100,000 – $150,000 / Year DOE
Senior Advisor, Certified Financial Planner Responsibilities:
- Manage approximately $190 million in client assets
- Engage in strategic discussions to drive growth and adapt to changing client needs
- Build and maintain strong relationships with clients, focusing on personalized service
- Assist in transitioning the wealth management approach from commission-based to fee-based
- Collaborate with a sales associate and evaluate staffing needs as necessary
- Integrate into the community and establish a positive presence among clients
- Address the specific needs of an older demographic, providing hands-on support
Senior Advisor, Certified Financial Planner Requirements:
- Certified Financial Planner (CFP) designation is required
- Bachelor’s degree is required
- Experience with LPL and ability to hold necessary licenses is required
- Willingness to purchase a book of business if necessary is required
- At least 10 years of experience is preferred
Benefits:
- Comprehensive medical coverage
- 401(k) plan with a 4% match
- Standard PTO + sick pay and vacation time
- Opportunity to convert sick days to vacation days annually
- Negotiable vacation time based on tenure and experience
If you are a Senior Advisor, Certified Financial Planner looking to take the next step in your career, apply now! #LI-SB1
Job ID: a0CUm00003rGNqNMAW
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