Financial Advisor — Path to Lead Advisor (Bellevue, WA)

Seattle Corporate Search; Bellevue (WA); On-site; USD 80,000 - 110,000; Full time

Job summary

Seattle Corporate Search is recruiting a Financial Advisor in Bellevue, WA for a confidential, rapidly growing fee-only RIA. The role emphasizes comprehensive financial planning and relationship management with strong support in investment management, paraplanning, data entry, and administration.

You will work with existing and prospective clients on retirement planning, investments, taxes, distributions, and estate planning, with a marketing-driven pipeline and a clear path toward Lead Advisor.

Qualifications

• 2+ years in financial advisory, wealth management, or financial planning.
• CFP designation or appropriate securities licensing.
• Bachelor’s degree in Business, Finance, Economics, or related discipline preferred.

Responsibilities

• Develop and deepen relationships with existing clients.
• Identify client goals and objectives.
• Develop, present, and monitor personalized financial planning recommendations.
• Lead client and prospect meetings.
• Provide ongoing financial education and guidance to clients.
• Support onboarding and relationship transitions.

Skills

Client relationship management

Financial planning

Communication skills

Multi-client management

Advisory meetings

Education

Bachelor’s degree in Business/Finance/Economics

CFP or FINRA licenses (SIE/Series 7/63/65/66)

Tools

MoneyGuidePro

Morningstar Advisor Workstation

Broadridge Forefield Advisor

CRM platforms

Job description

Seattle Corporate Search is recruiting a Financial Advisor in Bellevue, WA for a confidential, rapidly growing fee-only RIA. The role emphasizes comprehensive financial planning and relationship management with strong support in investment management, paraplanning, data entry, and administration.

You will work with existing and prospective clients on retirement planning, investments, taxes, distributions, and estate planning, with a marketing-driven pipeline and a clear path toward Lead Advisor.