Wealth Advisor

Seattle, OR - USA

Yearly Salary: $ 170000 - 190000

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc. (Best Workplaces) and Investment News Mission Wealth is hiring a growth-minded Wealth Advisorwith a CFP or CFA designation to join our award-winning team! If youre ready to elevate your career with a leading wealth management company with a commitment to giving back lets go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition a sense of adventure and a passion for purpose both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role steering client relationships that drive results we want to hear from you!

As a Wealth Advisor your service-oriented nature and impeccable attention to detail are key in this position as well as collaborating with your Lead Advisor fellow Wealth Advisors and Advisor Associates. Interacting with high-net-worth individuals executives business owners and families youre confident being yourself and possess a high emotional IQ. Youre articulate polished and have an aptitude for financial vernacular. Extremely analytical and a great listener you will master data gathering drafting goals and creating financial plans that speak to the clients in their language. Your commitment to making a positive impact on other peoples lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as aWealth Advisor:

Work with a high-performing & growth-orientated team.
Provide technical and financial support to clients and Lead Advisors
Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households
Some focus on weekly business development/referrals
Manage ongoing client service while taking on new clients
Speak your mind have your voice heard innovate and streamline existing processes and enjoy coming to work each day
Grow yourself personally and professionally with the support of your team and leadership
Be financially rewarded for putting in the hard work

What You Bring as aWealth Advisor:

5 years proven experience as an advisor in wealth management
Bachelors Degree and Certified Financial Planner designation
Excellent attention to detail multi-tasking and time management skills
Ability to begin taking on clients immediately
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Familiar with Schwab Advisor Center Fidelity Wealthscape Salesforce MoneyGuide E-Money Tamarac AdvisorView Holistiplan and Hidden Levers
Outstanding ability to communicate present and influence your team and clients
A sincere desire to make a difference not only in your clients lives but in the world demonstrated through your own volunteer journey

Job Type: Full-time salaried non-exempt

Location: This position is a hybrid position based out of our Seattle/Bellevueoffice.

Salary: Base Salary: $120000 Bonus: $50000 - $70000

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary team-based compensation plan defined pathways to equity partner in the firm medical/dental/vision benefits 401(k)/Profit Sharing Volunteer Time Off (VTO) Family Medical Leave (FMLA) Sabbaticals wellness benefits and ongoing educational reimbursements.

Required Experience:

Unclear Seniority

As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc. (Best Workplaces) and Investment News Mission Wealth is hiring a growth-minded Wealth Advisorwith a CFP or CFA designation to join our award-winning team! If youre ready to elevate your career wi...