Fiduciary Advisor

W3Global; Olympia (WA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Two Weeks PTO

Paid Christmas/New Year Holiday Week

Back Office Support

Established Lead Generation System

Professional Development

Mentorship and Coaching

Long Term Growth Opportunity

Job summary

W3Global in Olympia, WA is seeking an experienced Fiduciary Financial Advisor to provide comprehensive financial planning and wealth management for retirees, business owners, and individuals.

You will develop long-term strategies, conduct annual reviews, lead client relationships, educate on investment strategies, and support growth through seminars and referrals.

The role requires at least 3 years in wealth management, active Series 65 and Life & Health licenses, and strong fiduciary standards.

Qualifications

• Demonstrated wealth management experience and fiduciary mindset.
• Active financial licenses or credentials required (Series 65; Life/Health).
• Experience presenting to clients and managing complex planning.

Responsibilities

• Conduct discovery meetings, annual reviews, and ongoing client consultations.
• Manage client relationships from prospecting through onboarding and long-term service.
• Deliver fiduciary guidance and educate clients on planning and investments.

Skills

Wealth Management

Financial Planning

Retirement Planning

Investment Advisory

Portfolio Management

Estate Planning

Tax Planning

Risk Management

Client Relationship Management

Seminar Presentations

Public Speaking

Business Development

Fiduciary Advisory

Series 65

Life & Health Insurance License

Tools

Redtail CRM

Google Workspace

Microsoft Office Suite

Retirement Analyzer

Indexalyzer

FINCW Financial Cloud Works

Job description

Job Title: Fiduciary Financial Advisor

Location: Olympia, WA

Job Type: Full Time

Compensation: $60,000 to $80,000 Base + Quarterly Bonus

Job Summary

Seeking an experienced Fiduciary Financial Advisor to provide comprehensive financial planning, wealth management, retirement income planning, investment advisory services, and client relationship management. This role will work closely with retirees, pre retirees, business owners, and individuals to develop long term financial strategies while supporting business growth through seminars, referrals, and marketing generated leads.

Key Responsibilities

Client Relationship Management

• Conduct discovery meetings, annual reviews, and ongoing client consultations
• Manage client relationships from prospecting through onboarding and long term service
• Deliver exceptional client service and fiduciary guidance
• Educate clients on financial planning and investment strategies
• Build long term client relationships and referral opportunities

Financial Planning

• Retirement income planning
• Cash flow analysis
• Roth conversion strategies
• Tax efficient planning
• Risk management planning
• Estate and legacy planning coordination
• Wealth preservation strategies

Investment Management

• Review portfolio allocations and investment strategies
• Analyze risk tolerance and client objectives
• Research ETFs, stocks, bonds, annuities, and alternative investments
• Monitor portfolio performance and recommend adjustments
• Maintain fiduciary standards and compliance requirements

Business Development

• Conduct educational seminars and workshops
• Present at community events and networking functions
• Convert seminar and marketing leads into clients
• Support growth through referrals and relationship development

Compliance & Operations

• Maintain SEC and state regulatory compliance
• Document client interactions and recommendations
• Utilize CRM and financial planning software
• Follow established operational procedures and workflows

Required Qualifications

• Minimum 3 years of experience in wealth management, investment advisory, or financial planning
• Active Series 65 License
• Active Life & Health Insurance License
• Strong relationship management skills
• Strong communication and presentation skills
• Public speaking experience
• Strong technology proficiency
• High level of professionalism and fiduciary responsibility

Preferred Qualifications

• CFP®, ChFC®, CEPA®, or similar designation
• Experience with seminar based marketing
• Experience working with retirees, pre retirees, and business owners
• Experience with retirement income planning and holistic financial planning

Software & Systems

• Redtail CRM
• Google Workspace
• Microsoft Office Suite
• Retirement Analyzer
• Indexalyzer
• FINCW Financial Cloud Works

Benefits

• Two Weeks PTO
• Paid Christmas/New Year Holiday Week
• Back Office Support
• Established Lead Generation System
• Professional Development
• Mentorship and Coaching
• Long Term Growth Opportunity

Key Skills

• Wealth Management
• Financial Planning
• Retirement Planning
• Investment Advisory
• Portfolio Management
• Estate Planning
• Tax Planning
• Risk Management
• Client Relationship Management
• Seminar Presentations
• Public Speaking
• Business Development
• Fiduciary Advisory
• Series 65
• Life & Health Insurance License

Industry

Financial Services / Wealth Management

Reports To

Founder / Lead Advisor

Work Environment

• In Office
• Local Travel Required
• Occasional Evening Seminars and Events