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Wealth Advisor – Banking Channel

  • Part Time
  • Anywhere

Merit Financial Advisors

Merit Financial Advisors — Seattle, King County

The Associate Vice President (AVP), Banking Channel operates as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients introduced through Merit’s bank relationships. This role must seamlessly integrate investment management, retirement planning, estate coordination, tax-aware strategies, and banking solutions into a cohesive clien…

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Working in Seattle, Washington, United States

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