Job Description
Join Seattle's premier wealth management firm as a Senior Financial Advisor and transform your career trajectory. We're seeking ambitious professionals to build high-net-worth portfolios in the Pacific Northwest's booming economy. Enjoy uncapped commission structures, industry-leading technology platforms, and comprehensive benefits designed for top performers. Our collaborative culture combines Wall Street rigor with Seattle innovation.
Why Choose Us?
• Top 1% commission splits
• $50k annual training stipend
• Dedicated compliance & operations teams
• Exclusive access to institutional investment platforms
Responsibilities
- Develop comprehensive wealth strategies for high-net-worth clients ($500k+ AUM)
- Drive new business acquisition through targeted networking & digital marketing
- Manage investment portfolios across equities, fixed income, and alternative assets
- Ensure strict adherence to FINRA/SEC regulations
- Leverage CRM tools to maintain client relationships and retention
- Mentor junior advisors on advanced financial planning techniques
- Present quarterly portfolio reviews to demonstrate value-add services
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years experience in financial services with $3M+ AUM
- Proven track record of meeting/exceeding sales targets
- Strong understanding of estate planning & tax strategies
- Exceptional presentation skills for complex financial concepts
- Bachelor's degree in Finance, Economics, or related field
- Experience with Salesforce and portfolio management software