About this role
Associate Wealth Advisor - Salal Credit Union at Lplfinancial. Location: Seattle or Tukwila or Bellevue. Role: Support relationships, Prospect for new business, Analyze portfolio performance Requirements: Assist senior advisor with client relationships, investment research, and wealth management; requires Series 7/66 and finance degree. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Microsoft Word, Excel, PowerPoint Certifications: series 7, series 66, life & health insurance Commitment: Full Time Workplace: Onsite Languages: English