Independent Lead Financial Advisor in Wealth Management

Ivy Way Placements; Bellingham (WA); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401K

Job summary

Ivy Way Placements, partnering with a fast-growing RIA, seeks a Lead Financial Advisor in Bellingham, WA to manage client relationships and drive new business of a fee-only fiduciary wealth firm.

You will co-lead client engagements, collaborate with senior advisors, and deliver tailored financial planning with support from specialists. Requires strategic onboarding, retention focus, and growth through referrals.

Qualifications

• Bachelor’s degree in finance or related field from an accredited college or university; Master’s degree preferred.
• Minimum 5-7 years of experience in investment management, financial planning or financial services with demonstrated ability to develop and manage plans and manage client relationships
• CFP designation preferred upon hire or must be attained within one year of date of hire
• Financial planning/wealth management acumen, judgment and experience
• Excellent communication and listening skills
• Client-first attitude
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software
• A team player, collaborative, able to work with and through others

Responsibilities

• Assume co-advisor and/or lead-advisor role on existing clients
• Responsible for profitable delivery of our service models as outlined in our guidelines
• Participates in and/or leads the Discovery Interviews discussions and other strategic onboarding processes
• Owns and manages client relationship and client satisfaction and is responsible for client retention
• Serves as a liaison to our Planning Team for clients
• Participates in new client relationship development
• Participate in planning meetings regarding new prospects/new clients
• Coordinate follow-up workflow on new clients
• Convert new revenue from multiple existing clients or new prospects
• Utilize and further develop network of referral sources and centers of influence to generate future business development opportunities
• Attorneys-Current and Additional Contacts
• Previous Clients
• Community Networking Opportunities (i.e. ServiceClubs)
• Maintain team approach by assisting and filling in for others

Skills

Communication skills

Client focus

Team player

MS Office

Financial planning

Financial software

Education

Bachelor's degree in finance

Master's degree preferred

CFP designation preferred

Tools

Microsoft Office

Financial planning software

Securities balancing software

Job description

Ivy Way Placements, partnering with a fast-growing RIA, seeks a Lead Financial Advisor in Bellingham, WA to manage client relationships and drive new business of a fee-only fiduciary wealth firm.

You will co-lead client engagements, collaborate with senior advisors, and deliver tailored financial planning with support from specialists. Requires strategic onboarding, retention focus, and growth through referrals.