Financial Advisor
Redmond, WA
Posted May 17, 2023
Full-time, Permanent, Mon-Fri 8:00am-5:00pm
If you have a background in Financial Planning or Advising and are looking for a more intimate firm with a supportive team and a chance to build strong relationships with your clients, this Financial Advisor role could be the perfect fit for you.
In this role you will be responsible for managing client relationships and formulating and implementing financial advice. You will also participate in leading the firm's expansion efforts and help generate and service new and existing clients. You will not be building a new book of business you will be greeted with a line of clients waiting for additional Advisors aligned with the company values.
This opportunity offers a healthy work//life balance, generous benefits, and bonus potential.
Financial Planner's key responsibilities:
- Provide objective, unbiased financial advice to a diverse mix of clients
- Develop and manage clients relationships through meetings and written communication
- Manage client assets including coordination of financial planning and wealth management
- Train and supervise other staff in client service delivery
- Identify, cultivate and track new opportunities for the firm and participate in networking and marketing activities
- Attend client and prospect events
If you have a passion doing what's best for the client and want to join a growing firm, this could be a terrific next-step in your career!
Schedule: 8:00am-5:00pm, Monday - Friday
Financial Advisor desired qualifications:
- 5+ years experience in investment management or financial advisory services
- Bachelor's degree from an accredited college or university
- CFP Designation (preferred)
- Working knowledge of CRM software and financial planning tools
- Excellent interpersonal skills and a pro-active work ethic
Pay: $90k-130k
Benefits:
- Healthcare Insurance
- Generous 401(k) with company contribution
- Paid Vacation
- Short Fridays during summer months
- Solid work/life balance
If you're seeking a Financial Advisor role with a growing firm apply today or call 206-453-2852 to set up an interview today!
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TERRA is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, or any other status protected under federal, state, or local law.
About Your Recruiter
Tasha Fouts
As the Staffing Manager for the Kirkland Branch, I match the perfect job to the perfect candidate. My favorite part of my role is helping people find their passion and take the first steps toward a mutually fulfilling career. I love seeing people shine!