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Maetz Consulting, LLC
Seattle, WA, United States
Job Description Job Description Im recruiting for a growing financial services firm who is looking to hire several experienced Financial Advisors to join their team. You can be located anywhere in the U.S. and its a 100% remote role. In order to be considered for this role, they have a few minimal requirements: You must be licensed and have exp
Job Source: Maetz Consulting, LLCAtria Wealth Solutions
Shoreline, WA, United States
Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shoreline WA area. Sound Credit Union (Sound) was founded in 1940 by 51 telephone workers. Today, Sound is one of Washington State’s largest credit unions with $2.7 bi
Job Source: Atria Wealth SolutionsCetera Investors
Renton, WA, United States
Position Title: Cetera Investors Financial Professional What we need: A Financial Professional that has an existing book of business, willing to deepen relationships while managing existing and new client relationships adopting Cetera’s Assets and Tools (RightBridge, Marketing Central, Pentameter, etc.) What you will do: This role maintains an ex
Job Source: Cetera InvestorsPure Financial Advisors, LLC
Seattle, WA, United States
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquarte
Job Source: Pure Financial Advisors, LLCBankers Life
Kent, WA, United States
Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life fina
Job Source: Bankers LifeEdelman Financial Engines
Bellevue, WA, United States
Description At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity a
Job Source: Edelman Financial EnginesOld Mutual Life Assurance Company (SA) Ltd
Newcastle, WA, United States
Your time is now to be your exceptional best at Old Mutual! Job Description What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families
Job Source: Old Mutual Life Assurance Company (SA) LtdBECU
Seattle, WA, United States
As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communit
Job Source: BECUSeattle, WA, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Seattle, WA, United States
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