Fiduciary Wealth Advisor: Retirement Planner

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

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.