Senior Wealth Planner — Holistic Financial & Tax Strategy

The Well is seeking an experienced CFP to join their collaborative team in Bellevue, WA. This role focuses on delivering complex financial, tax, and estate planning strategies for high-net-worth families, valuing long-term relationships over product pushing. You'll inherit an established client base while having the opportunity to grow your own. The position also includes participation in a target bonus program and incentives for self-sourced clients. #J-18808-Ljbffr