
The Senior Financial Representative role within the Wealth Advisors Group supports mass affluent investors through virtual and phone-based interactions. Key responsibilities include maintaining a book of over 120,000 clients, conducting comprehensive financial planning to address tax, estate, and investment needs, and executing consultative sales strategies to deepen client relationships. The position requires strong collaboration across departments to ensure operational compliance and risk mitigation. This opportunity appeals to candidates seeking a career in a fast-paced, innovative environment that prioritizes employee development and a unified mission. The role is based onsite in Lynnwood, Washington, offering a supportive culture where employees can make a tangible impact on clients' financial futures.












