Financial Planning Advisor

Jobtailor; Seattle (WA); On-site; USD 110,000 - 190,000; Full time

Job summary

Jobtailor is seeking an experienced Wealth Management Advisor to partner with senior leaders in delivering tailored financial solutions for high-net-worth clients in Seattle. You will analyze client goals, build strategic investment plans, and coordinate across products and services to grow assets.

In this role you will manage relationships, ensure regulatory compliance, and stay informed on market developments.

Qualifications

• Minimum of 3 years of experience in wealth management or financial advisory.
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Responsibilities

• Partner with an Executive Wealth Management Advisor to identify client financial goals, analyze financial landscapes, and develop recommendations.
• Manage and grow relationships with high-net-worth and complex clients across products and services
• Build business, strengthen relationships, and grow and retain assets
• Develop and implement strategic and tactical plans considering client challenges
• Tailor investment strategies by evaluating objectives, constraints, regulatory issues, liquidity needs, and tax implications
• Review financial statements, risk investment profiles, and cash availability
• Identify value-added products and services and generate additional business through referrals
• Conduct investment research and stay informed about security-market developments
• Maintain a book of business and meet or exceed annual sales targets
• Build client relationships before and after retirement and become the first call for financial planning needs
• Seek guidance from senior Wealth Management Advisors on difficult or complex issues

Skills

Wealth management experience

Client relationship management

Investment strategy development

FINRA licenses (7/66 or 63/65)

Financial planning principles

Education

Bachelor's degree in finance/economics/business

University degree preferred

Job description

• Partner with an Executive Wealth Management Advisor to identify client financial goals, analyze financial landscapes, and develop recommendations
• Manage and grow relationships with high-net-worth and complex clients across products and services
• Build business, strengthen relationships, and grow and retain assets
• Develop and implement strategic and tactical plans considering client challenges
• Tailor investment strategies by evaluating objectives, constraints, regulatory issues, liquidity needs, and tax implications
• Review financial statements, risk investment profiles, and cash availability
• Identify value-added products and services and generate additional business through referrals
• Conduct investment research and stay informed about security-market developments
• Maintain a book of business and meet or exceed annual sales targets
• Build client relationships before and after retirement and become the first call for financial planning needs
• Seek guidance from senior Wealth Management Advisors on difficult or complex issues

Requirements

• Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role
• FINRA Series 7 and 66, or a combination of Series 63 and 65, or ability to obtain all required licenses within 120 days of start date
• Series 7, Series 63, Series 65, and Series 66 registrations listed; all licenses must be obtained within 120 days from start date
• University degree preferred
• 5+ years of experience preferred
• Bachelor's degree in finance, economics, business administration, or a related field preferred
• CFP, CFA, CIMA, or other relevant professional designation, or active pursuit of one preferred
• Demonstrated experience managing client relationships and delivering tailored financial solutions
• Working knowledge of investment products, financial planning principles, and applicable regulatory requirements
• Strong communication and interpersonal skills with the ability to build trust with high-net-worth clients
• Sedentary work

Core Competencies

Demonstrates expertise in wealth management and financial planning, with a strong focus on building and maintaining relationships with high-net-worth clients. Proficient in developing tailored investment strategies and achieving sales targets while navigating regulatory requirements.

Highest-signal resume keywords

• Wealth Management Experience
• Client Relationship Management
• Investment Strategy Development
• FINRA Series 7 and 66 Licenses
• Financial Planning Principles

Hard Skills

• Investment Research
• Financial Statement Review
• Risk Investment Profiling
• Cash Availability Analysis
• Regulatory Compliance Knowledge

Soft Skills

• Strong Communication Skills
• Interpersonal Skills
• Trust Building

Certifications & Qualifications

• CFP
• CFA
• CIMA

Industry Keywords

• High-Net-Worth Clients
• Financial Goals
• Strategic Planning
• Tactical Planning
• Asset Growth