Registered Investment Advisor - $100K - $150K work/life balance
Company Description
Growing Bellevue Washington Wealth Management Firm delivering a unique set of comprehensive planning solutions that incorporate sophisticated tax strategies and fiduciary level investment advice to high-net-worth individuals, families and business owners seeks motivated team member.
Our firm enjoys a high level of client trust backed by an impressive 20+ year investment performance track record. We provide staff with a platform to grow skills and enduring relationships that serve them throughout their career.
The Company : Our core values place the health & safety of staff & their families first! We strive to maintain a fun and energetic workplace.
We believe these values set the stage for strong relationships with our clients.
- Our development of proprietary tax & financial planning tools over the past 30 years positions our firm as a leader and is unique within the industry.
- Our firm is small enough that you’ll make an impact and won’t get lost in the crowd. You will also be challenged to grow by our experienced professional & administrative staff.
Job Description
The Position : Investment Advisor. Pay range : $100K $150K.
- We offer a competitive salary with a strong benefit package that includes performance bonuses, medical coverage, 401(k) & Profit-Sharing Plan, Cafeteria plan benefits, paid professional memberships and ongoing training.
- All staff enjoy flexible work schedules and paid time off at the staff’s discretion. Experienced staff work remotely when projects accommodate.
Qualifications
Responsibilities : You will be working with clients to provide advice on investment management, cash flows, and retirement planning strategies.
Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans.
You will support client acquisition & follow-up on new client leads as well as overseeing, mentoring, and training other staff.
Registered Investment Advisor - $100K - $150K work/life balance
You will be working with clients to provide advice on investment management, cash flows, and retirement planning strategies. Growing Bellevue Washington Wealth Management Firm delivering a unique set of comprehensive planning solutions that incorporate sophisticated tax strategies and fiduciary leve...
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