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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