Financial Advisor

Talent Harbor; Olympia (WA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Health/dental/vision

PTO

Sick leave

Life insurance

Job summary

Talent Harbor in Olympia, WA is seeking an experienced Wealth Management professional to join a collaborative practice and grow into a larger advisory role. You’ll build meaningful client relationships, conduct reviews, and support financial planning and investment management while progressively taking ownership of client relationships in a fully on-site role.

The opportunity emphasizes a growth-oriented, client-focused advisor who can identify opportunities to grow AUM and develop referrals

Qualifications

• 3–7 years of wealth management / financial advisory experience.
• Experience with financial planning and investment management.
• Series 65 or Series 66 required.
• Growth-oriented and coachable.
• Proactive communicator with strong attention to detail.
• Genuine passion for helping clients and building lasting relationships.
• Ability to work fully on-site in Olympia, WA

Responsibilities

• Build and deepen long-term client relationships.
• Conduct client reviews and support financial planning & investment management.
• Identify opportunities to better serve existing clients and grow AUM.
• Develop referrals and contribute to organic practice growth.
• Work alongside experienced advisors while progressively taking ownership of client relationships

Skills

Wealth management

Client relationships

Communication

Attention to detail

Growth mindset

Education

Series 65/66

Tools

Financial planning software

Job description

Are you an experienced Financial Advisor or Wealth Management professional looking for an opportunity to build meaningful client relationships and grow into a larger role within an established practice?

We’re looking for a client-focused, growth-oriented advisor to join a collaborative wealth management team in Olympia, WA.

What You’ll Do

Build and deepen long-term client relationships

Conduct client reviews and support financial planning & investment management

Identify opportunities to better serve existing clients and grow AUM

Develop referrals and contribute to organic practice growth

Work alongside experienced advisors while progressively taking ownership of client relationships

What You Bring

• 3–7 years of wealth management / financial advisory experience
• Experience with financial planning and investment management
• Series 65 or Series 66 required
• Growth-oriented and highly coachable
• Proactive communicator with strong attention to detail
• Genuine passion for helping clients and building lasting relationships
• Ability to work fully on-site in Olympia, WA

Nice to Have

• RIA + insurance or hybrid wealth management background
• Existing book of business or local network
• Experience with financial planning software

Why This Opportunity?

This is an opportunity to learn an established book of business, build deep client relationships, and progressively step into greater ownership of the practice.

You’ll join a collaborative, relationship-driven team that values growth, integrity, communication, accountability, and continuous learning.

Location: Olympia, WA | Fully On-Site

Compensation: Competitive, based on experience, with long‑term growth incentives tied to advisory fees and assets generated

Benefits: 401(k) match, health/dental/vision, PTO, sick leave, life insurance & more

If you're a wealth management professional who wants to grow beyond simply servicing a book and become a meaningful part of its future, we’d love to connect.