About this role
Advisor - Seattle at Brightonjones. Location: Seattle, Washington, United States. Role: Contact client, Portfolio analysis, Client planning Requirements: 4+ years financial planning experience; undergraduate degree; CFP credential; proficient in MS Office; able to manage multiple client relationships. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English