Lead Wealth Advisor: Client Growth & Strategy

Ivy Way Placements; Bellingham (WA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Vision benefits

Dental benefits

401K options

Job summary

Ivy Way Placements is hiring a Lead Financial Advisor in Bellingham, WA. In this role, you'll manage client relationships and provide transformational financial advice. The ideal candidate has 5-7 years of experience in financial services, a finance degree, and excellent communication skills.

Our firm offers health, vision, dental, and 401K benefits, along with opportunities for growth. If you're passionate about making a difference in clients' lives and enjoy collaborative innovation, we want to hear from you!

Qualifications

• Minimum 5-7 years of experience in investment management or financial planning.
• Certified Financial Planner™ designation preferred upon hire.
• Financial planning/wealth management acumen and experience.

Responsibilities

• Manage client relationships and ensure client satisfaction.
• Participate in strategic onboarding processes.
• Develop new business from existing clients and prospects.

Skills

Investment management

Financial planning

Excellent communication

Client-first attitude

Proficiency in Microsoft Office

Education

Bachelor’s degree in finance or related field

Master’s degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Outlook

Job description

Ivy Way Placements is hiring a Lead Financial Advisor in Bellingham, WA. In this role, you'll manage client relationships and provide transformational financial advice. The ideal candidate has 5-7 years of experience in financial services, a finance degree, and excellent communication skills.

Our firm offers health, vision, dental, and 401K benefits, along with opportunities for growth. If you're passionate about making a difference in clients' lives and enjoy collaborative innovation, we want to hear from you!