Job Description
Join Seattle's premier wealth management firm and unlock your earning potential as a Senior Financial Advisor. We're seeking ambitious professionals to build high-net-worth client portfolios in one of America's most dynamic financial markets. Enjoy uncapped commissions, comprehensive benefits, and exclusive access to institutional investment platforms.
Our advisors average 35% annual revenue growth through our proprietary client acquisition system and cutting-edge financial planning tools. Work alongside industry veterans while maintaining entrepreneurial freedom in your practice.
Responsibilities
- Develop and execute comprehensive wealth management strategies for high-net-worth clients ($500k+ AUM)
- Cultivate new client relationships through our established referral network and targeted prospecting
- Deliver personalized investment advice aligned with clients' long-term financial goals
- Manage portfolio rebalancing, tax optimization, and estate planning coordination
- Utilize our CRM system to track KPIs and maintain 95%+ client satisfaction
- Collaborate with internal partners for complex financial solutions
Qualifications
- 7+ years of financial advisory experience with FINRA Series 7/66 licenses
- Proven track record of $5M+ AUM management and client retention
- CFPĀ® or CFA designation strongly preferred
- Exceptional presentation skills for high-stakes client consultations
- Proficiency in financial planning software (e.g., MoneyGuidePro, Envestnet)
- Minimum 3 years in Seattle's competitive wealth management market
- Strong network of referral sources (CPAs, attorneys, business owners)