Job Description
Join Seattle's premier wealth management firm and transform your career as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage high-net-worth client portfolios while driving exceptional financial outcomes. Enjoy uncapped earning potential, comprehensive benefits, and a culture that rewards excellence. Our downtown Seattle office offers unparalleled networking opportunities in the Pacific Northwest's financial hub.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients ($500k+ AUM)
- Drive new client acquisition through strategic networking and referrals
- Manage diversified investment portfolios including equities, bonds, and alternatives
- Provide ongoing market analysis and portfolio optimization strategies
- Collaborate with internal teams on tax-efficient wealth preservation solutions
- Maintain FINRA Series 7/66/63 licenses and CFP designation
Qualifications
- Minimum 5 years experience in financial services with AUM management
- CFP, CFA, or ChFC designation strongly preferred
- Proven track record of exceeding sales targets
- Exceptional communication and client relationship skills
- Deep knowledge of estate planning and retirement strategies
- Ability to thrive in commission-based compensation structure
- Existing Seattle professional network highly valued