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Financial Advisor
Job Description
All candidates must be local to Bellevue, WA, as the position is held on-site.
We are seeking to hire a top-notch Financial Advisor to join a leading wealth management firm! This company prioritizes their employees by ensuring their work environment is positive, motivating, and successful. In this role, you will be responsible for implementing the overall service offering for assigned clients, which includes managing all the financial planning subject areas and ensuring the client's portfolio is invested to target. The ideal candidate is an accountable go-getter who is independent and responsible. This position offers wonderful benefits and competitive pay.
$90,000 - $100,000 / year DOE
Financial Advisor Requirements:
- 6+ years of wealth management experience that was directly client-focused; concentration in the high-net worth market
- Experience with high-net-worth clients
- Series 65 license or equivalent is mandatory; additional relevant licenses are a plus
- Bachelor's degree
- Professional designation (CFP, CFA, CPA, JD) is highly preferred
- Strong client service focus with back-office support skills
- Proficiency in MS Office and familiarity with financial platforms like Schwab and Fidelity
- Ability to work in a dynamic, fast-paced environment with a forward-thinking approach
Financial Advisor Responsibilities:
- Build relationships and provide exceptional client service, supporting the advisory team in client interactions and documentation
- Assist with the preparation of financial modeling, tax planning, and client meetings
- Facilitate client service activities and education on using online tools and reports
- Maintain client data, file organization, and CRM updates
- Contribute to a culture of excellent client service standards
- Prepare and finalize executive summaries
- Answer the general phone line during business hours and meet established deadlines
- Work effectively in a team environment and collaborate with external advisors to drive client results
- Engage in other projects and duties as required
Apply now!
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