Job Description

We are working with a fast-growing, independent advisory firm seeking an experienced Financial Advisor to join their Seattle office. This is an ideal role for someone who values autonomy, high earning potential, and a collaborative, inclusive environment.

🎯 Role Overview

As a Financial Advisor, you’ll help clients navigate complex financial decisions, develop long-term plans, and manage investment strategies. This opportunity offers modern planning tools, access to non-proprietary investments, and an environment that rewards growth and client success.

Key Responsibilities

• Build and deepen client relationships through ongoing planning and advisory services
• Design and implement customized financial plans tailored to client goals
• Conduct portfolio reviews and adapt strategies as needed
• Grow your book of business through high-touch service and proactive outreach
• Leverage advanced planning software and a full range of third-party investment options
• Remain informed on market movements and industry regulations

Required Qualifications

• Series 7 required.
• Bachelor’s degree from an accredited institution
• Minimum of 2 years as a financial advisor
• Strong interpersonal and consultative selling skills
• Ability to work independently while contributing to a supportive team
• Designations such as CFP®, CRPC®, APMA®, or CMFA® preferred (higher compensation potential)

💰 Compensation & Incentives

• Base salary up to $150,000, depending on experience and certifications
• Commissions and bonuses are uncapped
• Annual lump-sum incentive for planning engagement and net asset inflows
• Strong payout structure

🛠 Benefits & Perks

• 401(k) with 4% match
• 3 weeks’ paid vacation, plus stock market holidays
• Dental and vision coverage
• Group disability and life insurance
• Cutting-edge financial planning dashboards and tools
• Full access to non-proprietary investment platforms

🏢 About the Firm

• Founded in 2016 by an industry veteran with over 20 years of advisory experience
• Located in the heart of Seattle (98109)
• Strong culture of inclusion, diversity, and advisor support
• Entrepreneurial structure with a strong support system and no proprietary sales pressure

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