Job Description
Join our award-winning wealth management team in Seattle's vibrant financial district! We're seeking a dynamic Senior Financial Advisor to help high-net-worth individuals navigate complex financial landscapes. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative environment.
Why join us?
- Industry-leading training and certification support
- Exclusive client acquisition pipeline
- Modern tech stack including AI-driven portfolio tools
- Work-life balance initiatives with hybrid flexibility
Responsibilities
- Develop personalized financial plans covering investments, retirement, and estate planning
- Build and maintain relationships with HNW clients ($500K+ AUM)
- Conduct market analysis and portfolio performance reviews
- Present complex financial strategies to diverse client portfolios
- Collaborate with tax and legal specialists for holistic solutions
- Meet quarterly revenue and client acquisition targets
- Mentor junior advisors on compliance and client management
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years experience in financial advisory or wealth management
- Proven track record of $1M+ AUM growth
- Strong presentation skills with executive presence
- Familiarity with CRM platforms (Salesforce preferred)
- BA/BS in Finance, Economics, or related field
- Washington State Securities license