Wayfinding Financial is an independent, registered investment advisory firm located in Lynnwood, Washington. We provide fee-only wealth management services to individuals, families, business owners, trusts, institutions, charitable foundations, and retirement/profit-sharing plans. Our mission is to help people make sound financial decisions that enable them to achieve their goals and live life to the fullest. We are committed to attracting, developing, and retaining top talent with a client-first attitude and a servant’s heart.

We are looking for an advisor passionate about servicing, retaining, and growing client accounts. They also help the senior partners service larger, more complex client relationships. Are you looking to take your career to the next level in the near future? We're committed to helping our employees successfully progress along their chosen career path.

Responsibilities

Successfully manage assigned client relationships, resulting in a high client retention rate
Play a leadership role in client meetings—delivering accurate presentations, providing reviews, and answering and responding to client inquiries within 48 hours
Bring on new clients annually through client referrals, networking, and prospecting events
Tackle partial relationship management accountability for assigned larger complex client accounts
Serve as a role model and assist in the development of our client service associates
Stay abreast of industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats

Qualifications

Bachelor's degree in finance, economics, or a related field (Master's degree preferred)
Proven experience as a Financial Advisor or similar role
Strong knowledge of financial planning principles and practices
Proficiency in portfolio management and asset allocation strategies
Familiarity with wealth management techniques
Solid understanding of math and technical accounting concepts
Excellent communication and interpersonal skills
Ability to build rapport with clients and establish long-term relationships

Detail-oriented with strong analytical skills

Benefits:

- Competitive salary commensurate with experience

- Comprehensive benefits package including health insurance, retirement plan, and paid time off

If you are a dedicated Financial Advisor looking to make a positive impact on clients' financial well-being, we invite you to apply for this position. Join our team of professionals who are committed to helping individuals achieve their financial goals.

Job Type: Full-time

Pay: $75,000.00 - $110,000.00 per year

Wayfinding Financial jobs

Financial Advisor