Bellevue - Financial Advisor

Cutler Investment Group; Bellevue (WA); On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Paid vacation

Sick time & holidays

Off-site training

Training library and internalResources

Job summary

Cutler Investment Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top advisors, learn client relationship management, and develop impactful financial strategies under senior guidance.

In the first year, you will support client portfolios, attend meetings, and progressively take on more ownership of client books, with compensation ranging $105,000-$135,000 and comprehensive benefits.

Qualifications

• 2+ years of work experience as a Financial Advisor or related role with client interaction.
• Experience managing budgets, tracking investments, or trading is required.
• Strong foundation in financial concepts and a drive to learn in financial services.
• Willingness to engage with clients, build relationships, and grow the book of business.
• Ability to obtain Series 65 license within the first year of employment.

Responsibilities

• Support Senior Wealth Advisors by handling client portfolios and meetings.
• Attend client meetings and assist in servicing accounts as you learn.
• Prepare materials for annual reviews and analyze client financials under guidance.
• Develop relationships, prospect new clients, and contribute to growth.

Skills

Client relationship management

Financial concepts knowledge

Willingness to learn

License readiness (Series 65)

Attention to detail

Communication skills

Budget tracking experience

Education

Bachelor's degree in business/finance

CFP CPA coursework (a plus)

Job description

Are you looking to build and develop a long-term career helping clients meet their financial goals?

As a Financial Advisor at Cutler Investment Group, you will have the opportunity to learn from our top advisors, master the art of client relationship management, gain the expertise of building impactful financial strategies, and successfully guide clients toward achieving their financial goals.

We are looking for someone who is:

ENDLESSLY CURIOUS AND ALWAYS UP FOR A CHALLENGE.

You proactively seek growth and push yourself in new areas.

HUMBLE WITH A SELF-STARTER MENTALITY.

You are comfortable saying, "I don't know, but I will go find out” while collaborating effectively with the team.

If this sounds like you, read on. We’re offering a role that will challenge, inspire, and equip you to thrive as a Financial Advisor

SNAPSHOT OF YOUR FIRST YEAR AT CUTLER INVESTMENT GROUP:

Within the first 30-60 days:

• Immerse yourself in the “Cutler Way”, company processes, industry positioning, and available resources.
• Schedule meetings, and on-on-ones with staff and senior leadership.
• Observe client meetings with Senior Wealth Advisors and begin supporting clients operationally.
• By day 60, independently handle 90% of operational client management tasks.

3 months and ongoing:

• Provide operational support for Senior Wealth Advisors’ client portfolios while deepening knowledge in investment strategies, tax planning, and insurance.
• Actively observe, debrief, and collaborate on client needs and next steps.
• At 4-6 months, join client meetings and help manage and service accounts.

6 months and ongoing:

• Add value in client annual reviews by preparing materials and flagging issues.
• Analyze clients' financial situations, conduct research, and prepare data for strategies under senior guidance.
• Attend social events with advisors to build relationships and develop prospecting skills.
• Leverage internal training resources for continuous personal growth.

12+ months and ongoing:

• Take on more lead responsibilities with client books of business.
• Learn prospecting and business development techniques to begin winning more new clients.
• Progress toward managing complex needs independently and growing your own book of business.

EDUCATION, SKILLS & EXPERIENCE:

• 2+ years of work experience as a Financial Advisor, Para-Planner, or FA Associate. (strong client-facing and attention to details skills) required
• Demonstrated experience managing budgets, tracking investments, or trading required
• Strong foundational knowledge of financial concepts through own personal interest or professional skills acquired required
• Passion for learning and a drive to grow within the financial services industry required
• Willingness to engage with people, develop relationships, and continuously learn to meet client needs required
• Ability to acquire Series 65 license within the first year of employment required
• Bachelor’s degree in business, economics, finance, management, or a related field highly preferred
• Background in financial services, banking, insurance, or related fields required, though experience in product-based sales a plus
• Completion of coursework for CFP (Certified Financial Planner) and CPA (Certified Public Accountant) designation a plus

COMPENSATION & COMPANY BENEFITS:

The compensation range is $105,000-$135,000 annually, commensurate with experience level & skillset

Well-Being: Paid Vacation, Sick Time & Holidays | “Work Hard / Play Hard / Support Your Family” policy for employees meeting / exceeding performance expectations

Training & Development: Off-site training 2x/year | Developing Training library and other internal resources

WHO WE ARE AND OUR VALUES:

Institutions don’t manage money, people do. For decades, Cutler professionals have been fiduciaries for our clients. Advocates who always put our clients’ interests first. Whether you are an individual investor, a retirement plan trustee, a corporation, or an institution, our pledge is the same. We are here for you.

Our professionals have decades of experience managing portfolios, designing investment solutions, and building customized plans to help our clients achieve their objectives. Experience should not lead to complacency but instead lead to a greater understanding of how to identify what challenges may be ahead. Let’s take those on together.

The culture at Cutler is team focused, where collaboration is key to supporting each other’s growth and providing clients with the right information. The leadership team is emphatic about growth and development for their people and regularly assesses what resources, tools, mentorship and training opportunities are best for their employees.

You are not working for a large wealth management firm here- your work and efforts are highly visible, and you will get to see the direct impact you have on your colleagues and the clients you serve. Providing a “white glove” service while embracing your unique personality and strengths are the core tenants to the “Cutler Way”.