Financial Advisor
Posted on Oct 7, 2024 by Wayfinding Financial
Lynnwood, WA
Finance
Immediate Start
Annual Salary
Full-Time
Financial Advisor
Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management.
Our mission: Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.
We are currently looking for a Financial Advisor to join our office in Lynnwood, WA.
This position reports to the Partners of Wayfinding Financial and responsibilities include:
Serve as the lead Advisor to maintain and support our existing client relationships
Assist the firm with investment analysis and estate planning
Help mitigate clients concerns surrounding tax concerns, charitable and estate planning, and ancillary services
Identify and document each client’s unique goals and objectives
Evaluate, implement, and manage investment solutions to meet client goals and objectives
Conduct quarterly client meetings to review and present investment results, evaluate new opportunities, and adjust client objectives
Manage existing referral relationships to source new clients
Become involved in key community events, organizations, and/or boards that will help foster awareness of the firm and relationships that will lead to new business
Track all business development activity through the firm’s CRM system
Benefits:
Our benefits package includes, but is not limited to, health care benefits, 4% Safe Harbor 401(k) match, 15 days paid time off (PTO), 10 paid holidays, summer flex-days, professional, and personal wellbeing stipend, and other fringe benefits.
The Salary Range for this position is $85,000 to $105.000
Requirements
Requirements and Qualifications:
Bachelor’s Degree
Completion of professional and/or financial services accreditation(s) (i.e. CFP, AAMS, AEP, WMS, CPA, CRPC)
Series 65 (or the willingness to test within three months of hire)
Minimum 2 years of experience in an advisory role
Excellent communication, listening, and relationship-building skills
Highly motivated, an affinity towards a self-starting work environment
Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management.
Our mission: Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.
We are currently looking for a Financial Advisor to join our office in Lynnwood, WA.
This position reports to the Partners of Wayfinding Financial and responsibilities include:
Serve as the lead Advisor to maintain and support our existing client relationships
Assist the firm with investment analysis and estate planning
Help mitigate clients concerns surrounding tax concerns, charitable and estate planning, and ancillary services
Identify and document each client’s unique goals and objectives
Evaluate, implement, and manage investment solutions to meet client goals and objectives
Conduct quarterly client meetings to review and present investment results, evaluate new opportunities, and adjust client objectives
Manage existing referral relationships to source new clients
Become involved in key community events, organizations, and/or boards that will help foster awareness of the firm and relationships that will lead to new business
Track all business development activity through the firm’s CRM system
Benefits:
Our benefits package includes, but is not limited to, health care benefits, 4% Safe Harbor 401(k) match, 15 days paid time off (PTO), 10 paid holidays, summer flex-days, professional, and personal wellbeing stipend, and other fringe benefits.
The Salary Range for this position is $85,000 to $105.000
Requirements
Requirements and Qualifications:
Bachelor’s Degree
Completion of professional and/or financial services accreditation(s) (i.e. CFP, AAMS, AEP, WMS, CPA, CRPC)
Series 65 (or the willingness to test within three months of hire)
Minimum 2 years of experience in an advisory role
Excellent communication, listening, and relationship-building skills
Highly motivated, an affinity towards a self-starting work environment
Reference: 200915888
https://jobs.careeraddict.com/post/95853851
Financial Advisor
Posted on Oct 7, 2024 by Wayfinding Financial
Lynnwood, WA
Finance
Immediate Start
Annual Salary
Full-Time
Financial Advisor
Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management.
Our mission: Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.
We are currently looking for a Financial Advisor to join our office in Lynnwood, WA.
This position reports to the Partners of Wayfinding Financial and responsibilities include:
Serve as the lead Advisor to maintain and support our existing client relationships
Assist the firm with investment analysis and estate planning
Help mitigate clients concerns surrounding tax concerns, charitable and estate planning, and ancillary services
Identify and document each client’s unique goals and objectives
Evaluate, implement, and manage investment solutions to meet client goals and objectives
Conduct quarterly client meetings to review and present investment results, evaluate new opportunities, and adjust client objectives
Manage existing referral relationships to source new clients
Become involved in key community events, organizations, and/or boards that will help foster awareness of the firm and relationships that will lead to new business
Track all business development activity through the firm’s CRM system
Benefits:
Our benefits package includes, but is not limited to, health care benefits, 4% Safe Harbor 401(k) match, 15 days paid time off (PTO), 10 paid holidays, summer flex-days, professional, and personal wellbeing stipend, and other fringe benefits.
The Salary Range for this position is $85,000 to $105.000
Requirements
Requirements and Qualifications:
Bachelor’s Degree
Completion of professional and/or financial services accreditation(s) (i.e. CFP, AAMS, AEP, WMS, CPA, CRPC)
Series 65 (or the willingness to test within three months of hire)
Minimum 2 years of experience in an advisory role
Excellent communication, listening, and relationship-building skills
Highly motivated, an affinity towards a self-starting work environment
Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management.
Our mission: Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.
We are currently looking for a Financial Advisor to join our office in Lynnwood, WA.
This position reports to the Partners of Wayfinding Financial and responsibilities include:
Serve as the lead Advisor to maintain and support our existing client relationships
Assist the firm with investment analysis and estate planning
Help mitigate clients concerns surrounding tax concerns, charitable and estate planning, and ancillary services
Identify and document each client’s unique goals and objectives
Evaluate, implement, and manage investment solutions to meet client goals and objectives
Conduct quarterly client meetings to review and present investment results, evaluate new opportunities, and adjust client objectives
Manage existing referral relationships to source new clients
Become involved in key community events, organizations, and/or boards that will help foster awareness of the firm and relationships that will lead to new business
Track all business development activity through the firm’s CRM system
Benefits:
Our benefits package includes, but is not limited to, health care benefits, 4% Safe Harbor 401(k) match, 15 days paid time off (PTO), 10 paid holidays, summer flex-days, professional, and personal wellbeing stipend, and other fringe benefits.
The Salary Range for this position is $85,000 to $105.000
Requirements
Requirements and Qualifications:
Bachelor’s Degree
Completion of professional and/or financial services accreditation(s) (i.e. CFP, AAMS, AEP, WMS, CPA, CRPC)
Series 65 (or the willingness to test within three months of hire)
Minimum 2 years of experience in an advisory role
Excellent communication, listening, and relationship-building skills
Highly motivated, an affinity towards a self-starting work environment
Reference: 200915888
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