Job Description
Join our award-winning wealth management team in Seattle's vibrant financial district. As a Senior Financial Advisor, you'll empower high-net-worth clients to achieve their financial dreams through personalized investment strategies and comprehensive planning.
We offer a collaborative environment with cutting-edge technology, ongoing professional development, and a competitive benefits package including health insurance, 401(k) matching, and performance bonuses.
Responsibilities
- Develop and execute customized financial plans for clients with $500K+ portfolios
- Build and maintain client relationships through proactive communication and portfolio reviews
- Conduct market research and identify investment opportunities across equities, bonds, and alternative assets
- Ensure compliance with FINRA regulations and SEC guidelines
- Collaborate with tax and estate planning specialists for holistic solutions
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66 (or 63/65) licenses with 3+ years experience
- Certified Financial Planner (CFP) designation preferred
- Proven track record of meeting sales targets and client acquisition
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Experience with CRM platforms (e.g., Salesforce, Redtail)