US - WA - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 2100 Sw 336th St - TWIN LAKES BC (WA5142), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Kent - 311 4TH AVE N - KENT BC (WA5119), US - WA - Lacey - 601 Sleater Kinney Rd Se - LACEY BC (WA5123), US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143), US - WA - Olympia - 910 Black Lake Blvd Sw - BLACK LAKE BC (WA5107), US - WA - Port Orchard - 1497 Olney Ave Se - PORT ORCHARD BC (WA6112), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Seattle - 100 W Mercer St - QUEEN ANNE BC (WA3154), US - WA - Seattle - 1700 7th Ave - 7th And Olive (WA1103), US - WA - Seattle - 2202 Westlake Ave - SOUTH LAKE UNION BC (WA3188), US - WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA - Seattle - 2600 Sw Barton St - WESTWOOD BC (WA3178), US - WA - Seattle - 4001 Sw Alaska St - West Seattle (WA3176), US - WA - Seattle - 408 Pike St - WESTLAKE PARK BC (WA3177), US - WA - Seattle - 4825 Rainier Ave S - COLUMBIA CITY BC (WA3116), US - WA - Seattle - 525 S Jackson St - INTERNATIONAL BC (WA3134), US - WA - Seattle - 7153 MARTIN LUTHER KING JR WAY S - RAINIER VALLEY BC (WA3156), US - WA - Silverdale - 9981 Silverdale Way Nw - Silverdale Towne Centre (WA6118) {+ 3 more}. 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.