Financial Wealth Manager

Talent Harbor; Olympia (WA); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Health, Dental & Vision

PTO and sick days

Life insurance

Job summary

Talent Harbor is seeking a Wealth Manager to join an established Olympia, WA wealth-management practice. You will transition from service to lead advisor, learning an existing client base with HNW households.

In this role, you will manage client relationships, provide financial planning and investment guidance, and work toward growing AUM while collaborating with the team. On-site work in Olympia is required.

Qualifications

• 3 years of experience in wealth management or related field.
• Experience advising HNW clients on planning and wealth-management strategies.
• Active Series 65 or 66 license is required.

Responsibilities

• Build and maintain trusted relationships with existing HNW clients and prospects.
• Support transition and learn established client base through onboarding with leadership.
• Take ownership of a significant portion of the client base over time.

Skills

Wealth management experience

HNW client experience

Client relationship management

Leadership potential

Growth mindset

Proactive communication

Education

Series 65 or 66 license

CFP designation (nice-to-have)

Tools

MoneyGuidePro

Advyzon

Job description

++JOB DESCRIPTION++

We’re seeking a Wealth Manager to join an established wealth-management practice in Olympia, WA. This is an opportunity for a client-focused advisor to transition from a primarily service role into a lead Wealth Manager position with significant ownership of client relationships.

This is NOT a build-a-book-from-scratch role. You’ll work alongside the Executive Director of Wealth Management through a 6–12 month transition, learning an established client base, including HNW households, while building trust and understanding the firm’s planning and investment philosophy.

• Months 1–12 | Onboarding & Integration: Focus on learning the clients, participating in meetings, understanding the firm’s approach, and building strong relationships.
• Year 2 | Leadership & Growth: Take greater ownership of client relationships and drive growth by deepening existing relationships, identifying client needs, generating referrals, and bringing in new AUM.

The long-term growth benchmark is approximately $8M–$12M in new AUM annually once fully integrated. This is not a first-year quota.

We’re looking for an experienced wealth-management professional who combines strong HNW client experience with a service-to-lead mindset — someone who genuinely cares about clients but also has the initiative, energy, and “hunter instinct” to identify opportunities and help grow the practice.

++KEY RESPONSIBILITIES++

Client Relationship Management

• Build and maintain trusted, long-term relationships with existing HNW clients and prospective clients.
• Work closely with the Executive Director during the transition to understand client relationships, financial situations, goals, preferences, and service expectations.
• Participate in quarterly, semi-annual, tri-annual, and annual client review meetings.
• Gradually assume primary responsibility for a significant portion of the client base.
• Serve as a trusted advisor and primary relationship manager for assigned households.
• Deliver a high-touch, personalized client experience.
• Listen to client goals and concerns and provide thoughtful recommendations, education, and solutions.
• Help clients navigate significant financial events, including retirement, inheritance, insurance events, and other life transitions.

Financial Planning & Wealth Management

• Conduct client financial reviews and evaluate progress toward financial goals.
• Provide financial planning and investment-management guidance.
• Support retirement planning, cash-flow analysis, investment planning, and broader wealth-management strategies.
• Prepare for client meetings by reviewing financial information, identifying opportunities, and developing recommendations.
• Use financial-planning software to build and maintain client plans.
• Manage advisor-level client service needs while partnering with the administrative team on operational matters.
• Collaborate with advisors, CFPs, portfolio management, and other team members to deliver comprehensive solutions.

Practice Development & AUM Growth

• Take ownership of an established client base through the firm’s transition process.
• Identify opportunities to deepen existing relationships and address underserved client needs.
• Identify opportunities to bring additional assets under management.
• Cultivate organic growth through referrals and trusted client relationships.
• Recognize opportunities associated with retirement, inheritance, liquidity events, and other significant financial transitions.
• Develop a strong understanding of the existing book and proactively identify opportunities for growth.Contribute to the firm’s long-term AUM growth.
• Work toward an aspirational benchmark of approximately $8M–$12M in new AUM annually once fully integrated.

Team Collaboration

• Work collaboratively with advisors, CFPs, portfolio management, and administrative staff.
• Communicate proactively and keep teammates informed without requiring micromanagement.
• Take ownership of responsibilities and follow through on commitments.
• Ask questions and seek guidance when needed.
• Accept feedback openly and apply it to improve performance.
• Contribute to a supportive, collaborative team environment.

++MUST-HAVES++

• 3 years of experience in wealth management, financial advising, financial planning, or a closely related field.
• Wealth Management & HNW Experience — Hands-on experience advising clients on financial planning, investments, and wealth-management strategies, including HNW households.
• Series 65 or 66 — Active license required.
• Client-Facing Advisory Experience — Proven ability to manage client relationships, conduct financial reviews, and provide thoughtful recommendations.
• Strong Financial Planning Skills — Experience with retirement planning, investment planning, cash-flow analysis, and/or comprehensive financial planning.
• Lead-Advisor Potential — A service-oriented advisor ready to take greater ownership of client relationships and grow into a lead role.
• Growth Mindset — Proactive and motivated to deepen relationships, identify opportunities, generate referrals, and contribute to new AUM.
• Client-First Hunter — Able to identify business-development opportunities while maintaining a relationship-driven, fiduciary approach.
• Highly Coachable & Teachable — Open to feedback, willing to learn, and able to adapt to the firm’s planning philosophy and processes.
• Proactive Communication — Takes ownership, communicates effectively without micromanagement, and works well independently and as part of a team.
• Strong Organization & Attention to Detail — Accurate, organized, reliable, and able to manage multiple client needs.
• Integrity & Professionalism — Strong judgment, accountability, and commitment to acting in the client’s best interest.
• On-Site Availability — Must be willing to work fully on-site in Olympia, WA.

++NICE-TO-HAVES++

• Series 7 or other broker-dealer experience.
• RIA broker-dealer experience or experience working in a hybrid advisory environment.
• CFP® designation.
• Existing book of business or established referral network.
• Olympia/South Sound market relationships.
• Experience with MoneyGuidePro or other financial-planning software.
• Experience with Advyzon or similar CRM/planning platforms.
• Experience serving retirement-focused, HNW, or multi-generational households.
• Proven experience generating referrals and new AUM through organic relationship development.
• Insurance industry experience.

++COMPENSATION PACKAGE++

• Base Salary: $120,000–$130,000, depending on experience and qualifications.
• Multi-year bonus opportunity tied to new AUM acquisition and practice growth.
• Compensation is designed to provide a strong base during the transition while creating meaningful long-term upside for a Wealth Manager who contributes to the firm’s growth.

++WORKING CONDITIONS++

• Fully on-site in Olympia, WA.
• Monday–Thursday: 8:00 AM–5:00 PM | Friday: 8:00 AM–3:00 PM
• Limited travel expected. Occasional client travel may arise, but significant travel is not a core requirement.
• Regular collaboration with advisors, financial planners, portfolio management, and administrative staff.

++BENEFITS++

• 401(k) with company match
• Health, Dental & Vision
• PTO and sick days
• Company-provided baseline life insurance
• Option to purchase supplemental life insurance
• Spousal life insurance option
• Collaborative and welcoming team environment
• Strong emphasis on professional development, coaching, and learning
• Mistakes are treated as learning opportunities rather than occasions for blame

++INTERVIEW PROCESS++

• Step 1 — Immediate Supervisor HR:Initial interview focused on experience, qualifications, communication style, and overall fit.
• Assessments — After Step 1: Candidates who advance will complete three required assessments.
• Step 2 — Hiring Manager Teammates:A deeper interview with the hiring manager and potential teammates, including an emphasis on team and peer fit.
• Step 3 — Final Decision:Final interview as needed, serving as either the final evaluation or a tie-breaker, followed by an offer for the selected candidate. Standard securities-industry regulatory and background reviews may also be conducted as part of the hiring process.