Impact-Driven Financial Advisor (Hybrid & ESG)

Gilder Search Group; Bellevue (WA); Hybrid; USD 200,000 - 250,000; Full time

Job summary

Gilder Search Group in Bellevue, Washington is seeking a Financial Advisor to support and enhance our growth. You will bring a meaningful track record in financial planning and investment management, serving as the relationship lead for clients who value detailed planning and portfolio rationale.

The role emphasizes ESG alignment, high-touch client service, and collaboration with a regional team. Travel to our New York City headquarters is expected several times a year.

Qualifications

• 10+ years of experience in financial advising with leading meetings.
• CFP® required; CFA, CPA, or CIMA preferred.
• Series 65 or willingness to obtain.
• The ability to build lasting, high-trust relationships with clients through exemplary service.
• Strong analytical background in planning and investment research.
• Very team-oriented and technology-capable.
• Bachelor’s degree and active engagement in ongoing professional development.

Responsibilities

• Take ownership of financial planning and investment management for a client segment.
• Lead regular client reviews, outreach, and inquiries with proactive service.
• Collaborate with operations and investment professionals to deliver robust plans.
• Develop and present planning recommendations and alternatives.
• Stay up to date with market trends and regulatory changes; travel to NYC HQ several times yearly.

Skills

Relationship-building

Client service excellence

Financial planning

Investment recommendations

Team collaboration

Regulatory & compliance awareness

Analytical thinking

Communication skills

Education

Bachelor's degree

Job description

Gilder Search Group in Bellevue, Washington is seeking a Financial Advisor to support and enhance our growth. You will bring a meaningful track record in financial planning and investment management, serving as the relationship lead for clients who value detailed planning and portfolio rationale.

The role emphasizes ESG alignment, high-touch client service, and collaboration with a regional team. Travel to our New York City headquarters is expected several times a year.