Financial Advisor: Lead Established Clients, Growth Path

Jambalaya Group; Issaquah (WA); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health insurance

SIMPLE IRA retirement plan

Paid time off and paid holidays

Licensing sponsorship and professional

Job summary

Steller Wealth Planning in Issaquah, WA, is seeking a Financial Advisor to take ownership of established client relationships and grow within a collaborative wealth management team.

You will transition existing clients to the incoming advisor, progressively assuming primary responsibility while working with an experienced team to deliver comprehensive planning and guidance. This is a full-time role with potential leadership growth.

Qualifications

• Bachelor's degree required.
• Minimum 3 years of client-facing financial services experience.
• Knowledge of financial planning, investments, and relationship management.
• Strong communication and interpersonal skills for trusted client relationships.
• Organized, detail-oriented, and able to work independently with a collaborative team.

Responsibilities

• Transition established client relationships to the incoming advisor over time and serve as primary advisor.
• Lead or participate in client meetings, provide personalized financial guidance, and identify opportunities.
• Develop long-term relationships through proactive communication and consistent follow-through.
• Contribute to practice growth through referrals and new relationship development.
• Collaborate with team to deliver high-quality client service and ensure regulatory compliance.

Skills

Client relationships

Communication

Financial planning

Organized

Independent work

Education

Bachelor's degree

Tools

CRM software

Financial planning software

Job description

Steller Wealth Planning in Issaquah, WA, is seeking a Financial Advisor to take ownership of established client relationships and grow within a collaborative wealth management team.

You will transition existing clients to the incoming advisor, progressively assuming primary responsibility while working with an experienced team to deliver comprehensive planning and guidance. This is a full-time role with potential leadership growth.