Wealth Advisor: Relationship-Driven Growth

Windward Recruiting; Bellevue (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

Windward Recruiting in Issaquah, WA is seeking a relationship-driven Service Advisor to join a team-oriented wealth management firm. You will inherit an established client base and excel at delivering high-touch service to clients, with a mix of virtual and in-person meetings.

Qualifications include a Bachelor’s in Finance or Economics, 3–7 years in wealth management or financial advising, and proficiency with planning tools such as eMoney and custodial platforms like Fidelity or Schwab.

Qualifications

• Bachelor’s degree in Finance, Economics, or a similar field.
• Excellent communication and relationship-building abilities for client interactions.
• Collaborative, team-oriented mindset with a professional drive to grow.

Responsibilities

• Act as a high-level relationship manager supporting clients with regional leadership.
• Inherit and manage an overflow book of business and assist with AUM growth.
• Provide direct client support including onboarding, financial planning, and transfers.

Skills

Relationship-building

Communication

Team collaboration

Education

Bachelor’s degree in Finance or Economics

Tools

eMoney

Fidelity

Schwab

Job description

Windward Recruiting in Issaquah, WA is seeking a relationship-driven Service Advisor to join a team-oriented wealth management firm. You will inherit an established client base and excel at delivering high-touch service to clients, with a mix of virtual and in-person meetings.

Qualifications include a Bachelor’s in Finance or Economics, 3–7 years in wealth management or financial advising, and proficiency with planning tools such as eMoney and custodial platforms like Fidelity or Schwab.