Financial Advisor

Talent Harbor; Olympia (WA); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

401(k) with company match

Generous PTO & sick leave

Company-provided life insurance

Job summary

Talent Harbor in Olympia, WA is hiring a Financial Advisor to move into a lead advisory role within an established independent RIA. You will work closely with an Executive Director during a 6–12 month transition, building trust with an existing client base and progressively taking ownership of client households.

The role features a hybrid schedule (3 days in-office, 2 days remote) with a base salary of $120K–$135K and a sign-on bonus up to $20K for top candidates, plus a multi-year bonus tied to

Qualifications

• Active Series 65 or Series 66.
• 2+ years hands-on client-facing wealth management, financial planning, or investment advisory experience.
• Strong financial planning capabilities and client relationship management skills.
• Ability to commute to Olympia, WA for the hybrid schedule (3 days on-site / 2 days remote).

Responsibilities

• Inherit and service high-net-worth client relationships with an established base.
• Work with Executive Director through a 6–12 month transition to lead client households.
• Provide holistic financial planning and fiduciary guidance.
• Collaborate to grow AUM with a disciplined, client-first approach.

Skills

Series 65/66

Wealth management

Relationship management

Financial planning

Job description

Financial Advisor – Succession Track & Hybrid Flexibility | Olympia, WA

Ready to move beyond back-office planning or product-driven quotas and step into a lead advisory seat?

We’re partnering with an established independent Registered Investment Adviser (RIA) in Olympia, WA to hire a Financial Advisor to step into a significant long-term role.

This is not a build-a-book-from-scratch role. You’ll work directly alongside an experienced Executive Director through a structured 6–12 month transition, build trusted relationships with an established client base, and progressively take ownership of client households.

What Makes This Opportunity Stand Out

• Established Client Base: Inherit and service high-net-worth client relationships—no cold prospecting or self-funded books required.
• Aggressive Compensation: $120K–$135K base salary (flexible depending on experience) + up to $20K sign-on bonus for top candidates.
• Growth Incentive: Multi-year bonus structure tied to organic AUM acquisition.
• Hybrid Schedule: 3 days in-office / 2 days WFH, plus an early exit every Friday at 3:00 PM.
• Clear Career Path: Direct track to evolve from service advisor $ ightarrow$ lead Wealth Manager.
• Fiduciary Culture: Focus on holistic planning (e.g., MoneyGuidePro/Advyzon) and client guidance over aggressive product sales quotas.

What We’re Looking For

We’re open to both established advisors and high-potential junior advisors who have a solid foundation and are ready to take the next step. You don't need to be a heavy rainmaker—we’re looking for someone proactive, coachable, relationship-driven, and motivated to learn.

• Active Series 65 or Series 66 (Required).
• 2+ years of hands-on client-facing wealth management, financial planning, or investment advisory experience.
• Strong financial planning capabilities and client relationship management skills.
• Ability to commute to Olympia, WA for the hybrid schedule (3 days on-site / 2 days remote).

Working Conditions & Benefits

• Hours: Mon–Thu: 8:00 AM–5:00 PM | Fri: 8:00 AM–3:00 PM (Hybrid)
• 401(k) with company match
• Generous PTO, sick leave, and company-provided life insurance
• Supportive, non-competitive culture where mistakes are treated as learning opportunities