Salish Wealth Management

We founded Salish Wealth Management to form a close-knit practice of loyal clients, providing
comprehensive financial services with a personalized, one-on-one approach. Combining
disciplined investment strategies with a high-touch, customized approach, we build financial
plans that help our clients pursue their goals.

We specialize in serving individuals and families, many of whom are in retirement. They’ve
accumulated their wealth by long-term savings habits and strong investment strategies and
seek a full-service firm and financial advisor who can provide them objective advice and keep a
watchful eye over their assets so they can focus on their passions in life.

We believe clients choose us because we fulfill this need. Many of our clients tell us they know
we make decisions with their needs in mind. We prioritize honest and open communication and
provide them the resources they need to plan for and address every aspect of their financial life.

$50,000 - $70,000 yearly
Salish Wealth Management Bellingham, WA, USA
Aug 24, 2021
Full-time
Firm:   Salish Wealth Management Position Title:   Client Services Director Who we are? Salish Wealth Management is an independent, full service, wealth management firm located in beautiful Bellingham, WA. Founded in 2016 by Scott Hume, Salish Wealth Management is now home to a team of three financial advisors, two operations support staff, and over $200 million in assets under management. What is the opportunity? Salish Wealth Management offers employees the unique opportunity to work in a fast-paced and collaborative environment. Our unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. We invest in our people because we believe they are critical to our long-term success as a firm. As the Client Services Director you will be responsible for the day-to-day administrative, operational, and client support for Salish Wealth Management's team of Financial Advisors. You must maintain the highest levels of service...