Financial Advisor

FINANCIAL ADVISOR

Overview

Our client is currently seeking several financial professionals to join their well-established teams in the California Bay Area; Seattle, WA; or Portland, OR. To be successful in this role, the financial advisor should be experienced, driven, and focused, with a dedication to growing a practice and providing a very high level of coordinated advice and service to their clients.

Duties and Responsibilities

• Onboard new clients utilizing various internal and external systems
  
• Service existing high-net-worth clients with assets in excess of $3M
  
• Demonstrate proficiency in sales to drive and close new business
  
• Manage client relationships via the integration of advice from the CFAs, CPAs, and JDs
  
• Work alongside individuals and businesses to meet long-term investment and financial goals of retirement, estate planning, and tax reduction
  
• Develop comprehensive financial plans and provide assistance to the clients in all phases of implementation
  

Requirements

• A 4-year undergraduate degree in Finance or other related fields
  
• CFP designation is required
  
• 7 or more years of related experience in the financial service industry, with a focus on financial planning or estate planning, preferably at a professional financial services company or wealth management firm
  
• A strong expertise in estate, tax, retirement, insurance, investment and cash flow or capital needs planning analysis
  
• Unquestioned commitment to integrity in personal and professional activities
  
• Highly motivated, with the ability to function well in a fast-paced environment
  
• A self-starter with excellent organizational, leadership, communication, and presentation skills
  
• The ability to manage heavy workloads and projects in a time-sensitive manner
  
• The ability to interact with a tight-knit team of professionals with a range of financial and tax activities
  

Benefits

• Competitive compensation and salary, as well as bonus potential the Financial Advisor can earn $150,000 to $250,000 the first year
  
• Medical, vision, dental, and disability insurance for employees, 100% paid for by the company
  
• 401(k) retirement plan with company match
  
• Paid parental leave