Wealth Advisor: Grow Relationships & Help Clients Thrive

AppleOne Employment Services; Redmond (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

AppleOne Employment Services is seeking a Financial Advisor in Redmond, WA to grow a client-focused wealth management practice. You will meet with clients, build trust, and present customized financial strategies to help them reach their goals.

This direct-hire role offers a competitive base salary with bonus potential and opportunities for career growth within a collaborative team environment focused on client service.

Qualifications

• Develop client relationships and generate new business opportunities.
• Meet with clients to assess goals and present wealth management strategies.
• Maintain ongoing communication, documentation, and adherence to compliance standards.
• 3–5 years of relevant experience preferred.
• Strong sales, networking, and interpersonal skills.

Responsibilities

• Build and grow a network of prospective clients through referrals and relationship development.
• Conduct introductory and ongoing client meetings to understand financial goals and needs.
• Present personalized financial strategies and solutions in a consultative, client-focused manner.
• Manage client relationships from initial introduction through long-term partnership.
• Identify opportunities to deepen existing client relationships and support additional financial planning needs.
• Collaborate with internal teams to ensure accurate documentation and high-quality client service.

Skills

Relationship building

Networking

Client meetings

Communication

Sales

Prospecting

Education

Bachelor’s degree in Finance or related field

FINRA licenses / CFP designation

Job description

AppleOne Employment Services is seeking a Financial Advisor in Redmond, WA to grow a client-focused wealth management practice. You will meet with clients, build trust, and present customized financial strategies to help them reach their goals.

This direct-hire role offers a competitive base salary with bonus potential and opportunities for career growth within a collaborative team environment focused on client service.