Financial Advisor Job at Right Choice Resources, Washington DC

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  • Right Choice Resources
  • Washington DC

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

Job Tags

Holiday work,

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