Job Description
Join Pacific Wealth Partners as a Remote Financial Advisor and transform how Seattle professionals build wealth. We're seeking dynamic advisors to join our award-winning team in crafting personalized financial strategies for high-net-worth clients. Enjoy full remote flexibility while leveraging our cutting-edge tech platform and comprehensive support system.
Why You'll Thrive: Competitive commission structure, ongoing CPE funding, and exclusive access to institutional investment partnerships. Perfect for entrepreneurial advisors ready to scale their practice with a firm that prioritizes your success.
Responsibilities
- Develop comprehensive financial plans for 50+ HNW clients across retirement, estate, and tax optimization
- Leverage CRM tools to nurture client relationships and expand book of business through referrals
- Present investment strategies using our proprietary portfolio management platform
- Collaborate with in-house tax attorneys and estate planners for complex client solutions
- Maintain CFP®/ChFC certification requirements through firm-sponsored education
- Lead quarterly client review meetings and annual strategy sessions
- Mentor junior advisors on client acquisition techniques
Qualifications
- Minimum 5 years financial advisory experience with $25M+ AUM track record
- Active CFP®, CFA, or ChFC designation required
- Proven success in client acquisition (minimum 15 new clients/year)
- Advanced knowledge of Washington state tax regulations and estate planning
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional presentation skills for complex financial concepts
- Series 65, 66, and state insurance licenses in good standing
- Remote work setup with secure data transmission capabilities