Boutique Wealth Planner for Existing Clients

SR Staffing; Bellevue (WA); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical & dental contribution

401(k) with employer match

Paid holidays and PTO

Professional development reimbursement

Access to on-site fitness center

Job summary

A financial advisory firm based in Bellevue, WA is seeking a Financial Advisor to manage client relationships and deliver fiduciary-driven financial planning. The advisor will lead annual reviews, update financial plans, and ensure recommendations are implemented correctly. Candidates should have experience in client-facing roles, strong planning knowledge, and appropriate licenses. Compensation ranges from $90,000 to $125,000+, along with benefits including medical contributions and a 401(k) match.

Qualifications

• Prior experience in financial advisory or client-facing planning.
• Ability to thrive in a process-driven, collaborative advisory environment.

Responsibilities

• Serve as primary point of contact for existing clients.
• Lead structured annual and periodic review meetings.
• Maintain and update financial plans.

Skills

Strong knowledge of comprehensive planning

Excellent communication and interpersonal skills

High attention to detail and follow-through

Education

Series 65 (or equivalent)

Life & Health insurance license (state-specific)

Tools

eMoney

Excel

CRM Platforms (HubSpot, Salesforce, etc.)

Job description

A financial advisory firm based in Bellevue, WA is seeking a Financial Advisor to manage client relationships and deliver fiduciary-driven financial planning. The advisor will lead annual reviews, update financial plans, and ensure recommendations are implemented correctly. Candidates should have experience in client-facing roles, strong planning knowledge, and appropriate licenses. Compensation ranges from $90,000 to $125,000+, along with benefits including medical contributions and a 401(k) match.