Job Description
Join our award-winning wealth management firm as a Senior Financial Advisor in the vibrant Seattle market. We're seeking a driven professional to build client portfolios while enjoying 100% remote flexibility. Our innovative approach combines cutting-edge fintech tools with personalized financial planning strategies.
Pacific Wealth Partners offers:
- Comprehensive benefits package (health, dental, vision)
- Generous performance bonuses and equity opportunities
- CE reimbursement and professional development stipend
- Modern tech stack including CRM and portfolio analysis tools
Help Seattle-area professionals achieve financial independence while advancing your career in a supportive, collaborative environment.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across diverse asset classes
- Build and maintain client relationships through regular reviews
- Analyze market trends and recommend strategic adjustments
- Collaborate with tax and legal professionals for holistic solutions
- Mentor junior advisors on financial planning methodologies
- Participate in community outreach and networking events
Qualifications
- 5+ years of financial planning/advisory experience
- Certified Financial Planner (CFP) or CFA designation required
- Series 65/66 and state securities licenses
- Proven track record of client portfolio growth
- Strong analytical skills and market knowledge
- Exceptional communication and presentation abilities
- Bachelor's degree in Finance, Economics, or related field
- Experience with remote client management technologies