Job Description
Join Seattle's premier wealth management firm as a Senior Financial Advisor and transform lives through strategic financial planning. At Pinnacle Wealth Management Group, we empower advisors with cutting-edge tools, comprehensive training, and a client-first culture. Build your dream career while helping Seattle-area professionals achieve financial independence through personalized investment strategies, retirement planning, and risk management solutions. Our collaborative environment fosters growth, innovation, and work-life balance in the heart of the Pacific Northwest's thriving financial district.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios exceeding $50M in assets under management
- Drive new client acquisition through strategic networking and referrals
- Ensure strict compliance with SEC/FINRA regulations and firm policies
- Utilize proprietary analytics tools for market trend analysis and client reporting
- Mentor junior advisors on client relationship management techniques
- Collaborate with tax and estate planning specialists for holistic solutions
Qualifications
- Series 7, 66, and CFP certifications required
- Minimum 5 years of financial advisory experience with AUM focus
- Proven track record in client acquisition and portfolio growth
- Expertise in retirement planning, tax optimization, and estate strategies
- Exceptional communication skills with ability to explain complex concepts
- Strong analytical mindset with attention to regulatory compliance
- Bachelor's degree in Finance, Economics, or related field