Job Description
Join Seattle's premier wealth management firm as a Senior Financial Advisor. We're seeking a dynamic professional to build high-net-worth client portfolios while enjoying uncapped earning potential. Our collaborative environment offers industry-leading resources, cutting-edge technology, and a commitment to work-life balance.
As a key member of our team, you'll leverage Seattle's thriving financial landscape to deliver comprehensive financial planning solutions. We provide extensive training, mentorship, and a competitive benefits package including health insurance, 401(k) matching, and performance bonuses.
Responsibilities
- Develop and execute customized wealth management strategies for high-net-worth clients ($500k+ AUM)
- Drive business development through networking, referrals, and client acquisition
- Conduct comprehensive financial planning including retirement, tax, and estate strategies
- Build and maintain deep client relationships through proactive communication
- Stay current on market trends, regulatory changes, and investment products
- Collaborate with internal teams (portfolio managers, compliance) to optimize client outcomes
Qualifications
- 7+ years of financial advisory experience with high-net-worth clientele
- CFP, CFA, or ChFC designation required (or willingness to pursue within 12 months)
- Proven track record of meeting/exceeding sales targets
- Strong technical knowledge in investments, insurance, and estate planning
- Excellent communication and presentation skills
- Series 7, 66, and state securities licenses in good standing
- Bachelor's degree in Finance, Economics, or related field