US - WA - Issaquah - 1135 Nw Gilman Blvd - WEST ISSAQUAH BC (WA4150), US - WA - Kennewick - 3420 W Kennewick Ave - KENNEWICK BC (WA2117), US - WA - Kennewick - 7600 W Quinault Ave - COLUMBIA MALL BC (WA2107), US - WA - Newcastle - 6950 Coal Creek Pkwy SE - NEWCASTLE BC (WA3145), US - WA - Renton - 17250 140th Ave Se - FAIRWOOD BC (WA3123), US - WA - Renton - 300 Burnett Ave S - RENTON BC (WA3158), US - WA - Seattle - 230 Sw 152nd St - BURIEN BC (WA3113), US - WA - Spokane - 12320 N Division St - Wandermere (WA2147), US - WA - Spokane - 12816 E Sprague Ave - OPPORTUNITY BC (WA2133), US - WA - Spokane - 2504 E 29th Ave - SOUTH HILL BC (WA2140), US - WA - Spokane - 30 E Wellesley Ave - NORTH SPOKANE BC (WA2126), US - WA - Tukwila - 320 STRANDER BLVD - SOUTHCENTER (WA3186). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.