Lead Financial Advisor

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

Bellingham, United States | Posted on 04/01/2025

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekersand employers. Our primary services include:
* Talent Acquisition: Connecting highlyskilled finance professionals with leading firms.
* Career Coaching: Assisting candidates in navigating their career paths within the finance industry.
* Client Consulting: Advising companies on best practices for recruitment and talent retention.
* Wealth Management Guidance: Providing expertise in financial planning for both individual clients and corporate entities.

Job Description

Are you an experienced Financial Advisor seeking a new opportunity to join an independent, fee-only fiduciary wealth management firm? IvyWay Placements has partnered up with a fast-growing RIA seeking a Lead Advisor at their Bellingham, WA location. The Lead Financial Advisor is the primary manager of client relationships and may also provide support to senior advisorsand their client relationships. The Lead Advisor initiates new business, manages existing client relationships, formulates and implements advice, and may rely on technical specialists to develop recommendations within a given area of expertise.

The Financial Advisor can expect to focus on the following areas:

• 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
  

Requirements

• 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
  
• Certified Financial Planner 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
  

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Why Choose Us?

• We are a growing firm, with opportunities for future growth and advancement in your role.
  
• We offer health, vision, dental, and 401K benefits options for you and your family.
  
• We believe in collaboration, innovation, excellence doing what is right, and helping our team to provide a world-class service.
  
• Our culture is historically rooted in values of excellence, integrity, respect, and transparency. We are dedicated to living these values through our relationships with clients, each other, and the greater community.
  

At Ivy Way Placements, we are inspired by collaboration, innovation, commitment to excellence and above all, doing what is right. We are up for any challenge.