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Search Consultant | Placing Purpose-Driven Leaders at Purpose-Driven Companies
Are you an experienced financial professional looking for a role where you can focus on what truly mattersserving clientswithout the pressure of constant lead generation? Selah Financial Services is seeking a Meeting Advisor to join our collaborative team and help manage our growing client base.
At Selah, we take a personalized, team-based approach to financial advising. Clients trust us during lifes biggest transitionsstarting a family, preparing for retirement, or navigating unexpected changes. Your role will be to guide them with care, expertise, and integrity.
Why This Role is Different:
- No Cold Calling or Prospecting Focus on advising, not selling
- Existing Clients Step into a book of business with ongoing demand
- Team-Based Approach Work alongside seasoned advisors in a supportive environment
- Meaningful Impact Help clients achieve their financial goals through a structured, personal approach
What Youll Do:
- Conduct client meetings (annual reviews, financial planning sessions, transaction oversight)
- Ensure top-tier client service by handling paperwork, transactions, and account updates
- Collaborate with the team to maintain a 99%+ client retention rate
- Stay compliant with industry regulations and firm best practices
What Were Looking For:
- 3+ years in the investment/insurance industry
- Series 7 & 66 licenses required
- BA/BS in Business, Finance, or related field (CFP, MBA, or CPA preferred )
- Strong interpersonal skills and the ability to build lasting client relationships
- Passion for client-first advising in a team-oriented setting
- If youre ready to take your career to the next levelfocusing on client relationships rather than sales targetsthis could be the perfect opportunity.
Selah Financial Services is exclusively partnered with FireSeeds for this hiring process. All candidate inquiries and applications must be directed through us.
No unsolicited resumes sent directly to Selah Financial Services will be considered, nor will they result in any placement fees.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Strategy/Planning
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Medical insurance
Vision insurance
401(k)
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