Job Description
Join our award-winning wealth management firm as a Senior Financial Advisor in Seattle. We're seeking a dynamic professional to deliver comprehensive financial planning to high-net-worth clients. Enjoy 100% remote flexibility while building your career in one of America's most vibrant financial hubs. Our hybrid model combines office collaboration with fully remote work options, backed by cutting-edge technology and comprehensive training.
We offer industry-leading commission structures, expense accounts, and a robust benefits package including health insurance, 401k matching, and professional development stipends. Grow your client base while maintaining work-life balance in the Pacific Northwest.
Responsibilities
- Develop personalized financial strategies for clients with $500k+ portfolios
- Conduct comprehensive portfolio reviews and market analysis
- Present investment recommendations using our proprietary CRM platform
- Build and maintain client relationships through quarterly reviews
- Collaborate with tax and estate planning specialists
- Maintain FINRA Series 7 and 66 certifications
- Participate in weekly team strategy sessions
Qualifications
- 5+ years of financial advisory experience
- Active FINRA Series 7 & 66 licenses
- Certified Financial Planner (CFP) designation preferred
- Proven track record of client acquisition and retention
- Strong analytical skills and market knowledge
- Excellent presentation and communication abilities
- Experience with CRM platforms (e.g., Salesforce)
- Bachelor's degree in Finance or related field