About this role
Associate Wealth Advisor at Ci. Location: Seattle, Washington, United States. Role: support advisor, prepare recommendations, assist meetings Requirements: Bachelor’s degree, 4-8 years’ experience; CFP, CFA, CPA, JD, or MBA required; advanced knowledge of financial planning; experience with Salesforce, portfolio software, DocuSign, MS Office, planning software. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software Certifications: cfp, cfa, cpa, jd, mba Commitment: Full Time Workplace: Onsite Languages: English