Growth-Focused Financial Advisor: Client Strategy & Wealth

Cutler Investment Group; Bellevue (WA); On-site; USD 105,000 - 135,000; Full time

Benefits offered by this job

Paid vacation

Sick time & holidays

Off-site training

Training library and internalResources

Job summary

Cutler Investment Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top advisors, learn client relationship management, and develop impactful financial strategies under senior guidance.

In the first year, you will support client portfolios, attend meetings, and progressively take on more ownership of client books, with compensation ranging $105,000-$135,000 and comprehensive benefits.

Qualifications

• 2+ years of work experience as a Financial Advisor or related role with client interaction.
• Experience managing budgets, tracking investments, or trading is required.
• Strong foundation in financial concepts and a drive to learn in financial services.
• Willingness to engage with clients, build relationships, and grow the book of business.
• Ability to obtain Series 65 license within the first year of employment.

Responsibilities

• Support Senior Wealth Advisors by handling client portfolios and meetings.
• Attend client meetings and assist in servicing accounts as you learn.
• Prepare materials for annual reviews and analyze client financials under guidance.
• Develop relationships, prospect new clients, and contribute to growth.

Skills

Client relationship management

Financial concepts knowledge

Willingness to learn

License readiness (Series 65)

Attention to detail

Communication skills

Budget tracking experience

Education

Bachelor's degree in business/finance

CFP CPA coursework (a plus)

Job description

Cutler Investment Group in Bellevue, WA is seeking a Financial Advisor to help clients meet their financial goals. You will join top advisors, learn client relationship management, and develop impactful financial strategies under senior guidance.

In the first year, you will support client portfolios, attend meetings, and progressively take on more ownership of client books, with compensation ranging $105,000-$135,000 and comprehensive benefits.