Senior Financial Advisor for Retirement Planning & Growth

Strategic Wealth Designers; Seattle (WA); On-site; USD 100,000 - 110,000; Full time

Job summary

A leading financial services firm in Seattle is looking for a Referral-based Lead Financial Advisor to join their team. The ideal candidate will engage with existing clients, perform quality control, and create financial strategies tailored to client needs. Strong communication and organizational skills, alongside relevant licensing and financial service experience, are required. The position offers a starting salary of $100,000 to $110,000, transitioning to a commission structure that can lead to total compensation of up to $200,000.

Qualifications

• 2-7 years in financial services offering investment management and insurance services.
• Experience and proficiency in cold calling.
• Ability to work independently with good time management.

Responsibilities

• Conduct scheduled review meetings with existing clients.
• Perform quality-control evaluations to confirm client financial plans.
• Contact referred leads promptly and schedule initial discovery meetings.
• Document all client interactions in CRM systems.
• Meet production targets that impact overall company revenue goals.

Skills

Strong organizational skills

Excellent communication skills

Proactive mentality

Experience with CRM software

Proficiency in cold calling

Education

4-year degree in Accounting, Finance, or related field

Series 65 or 7/66 with Life & Health Licenses

Tools

MS Office

Job description

A leading financial services firm in Seattle is looking for a Referral-based Lead Financial Advisor to join their team. The ideal candidate will engage with existing clients, perform quality control, and create financial strategies tailored to client needs. Strong communication and organizational skills, alongside relevant licensing and financial service experience, are required. The position offers a starting salary of $100,000 to $110,000, transitioning to a commission structure that can lead to total compensation of up to $200,000.