Job Description
Join Seattle's premier wealth management firm as a Senior Financial Advisor and transform lives through strategic financial planning. We're seeking a dynamic professional to build lasting client relationships while delivering comprehensive investment solutions in a collaborative, high-growth environment. Our award-winning team combines cutting-edge fintech tools with personalized service to drive exceptional outcomes for high-net-worth clients across the Pacific Northwest.
Responsibilities
- Develop and execute comprehensive financial plans covering investments, retirement, estate, and tax strategies
- Cultivate and expand client portfolio through targeted networking and referral programs
- Conduct in-depth market analysis to optimize asset allocation and risk management
- Lead educational workshops on financial literacy and market trends
- Collaborate with internal teams on portfolio construction and compliance protocols
- Leverage CRM systems to track client progress and identify growth opportunities
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 5+ years of experience in financial advisory or wealth management
- Proven track record of building client portfolios exceeding $10M AUM
- FINRA Series 7 and 66 licenses (active and in good standing)
- Advanced knowledge of tax-advantaged investment vehicles and estate planning
- Exceptional presentation skills with ability to articulate complex concepts
- CFA or CFP designation strongly preferred
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)