S Piper Staffing LLC
This range is provided by S Piper Staffing LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$120,000.00/yr - $140,000.00/yr Location:
Bellevue, WA (Remote) Salary:
$120k - $140k/annually, depending on experience. Summary: We are seeking an experienced Senior Financial Advisor to support a portfolio of established clients, many of whom are retirees or approaching retirement. This role is dedicated to client service and financial planning, with no responsibility for new client acquisition or sales. You will collaborate closely with internal teams to provide comprehensive financial advice and ensure smooth management of client accounts. Key Responsibilities: Act as the main point of contact for assigned clients, managing day-to-day financial planning, tax considerations, and account activities. Conduct client meetings to present financial strategies and follow up on action items. Maintain thorough and accurate client records using company tools and systems. Develop tailored financial plans based on client needs, goals, and risk tolerance. Monitor client portfolios and work with investment teams to implement necessary adjustments. Coordinate with external professionals such as tax advisors and estate planners when needed. Work alongside client service staff to ensure timely execution of client requests, including account setups, transfers, and distributions. Qualifications & Requirements: At least five years of experience in financial planning or wealth management. The Certified Financial Planner (CFP) designation is strongly preferred or may be required. Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint). Knowledge of the following programs is a plus: Schwab, Fidelity Wealthscape, Salesforce, Orion, and MoneyGuidePro. Excellent communication skills and the ability to work both independently and collaboratively. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing, Finance, and Strategy/Planning Industries: Financial Services and Business Consulting and Services Get notified about new Financial Advisor jobs in the Greater Seattle Area.
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$120,000.00/yr - $140,000.00/yr Location:
Bellevue, WA (Remote) Salary:
$120k - $140k/annually, depending on experience. Summary: We are seeking an experienced Senior Financial Advisor to support a portfolio of established clients, many of whom are retirees or approaching retirement. This role is dedicated to client service and financial planning, with no responsibility for new client acquisition or sales. You will collaborate closely with internal teams to provide comprehensive financial advice and ensure smooth management of client accounts. Key Responsibilities: Act as the main point of contact for assigned clients, managing day-to-day financial planning, tax considerations, and account activities. Conduct client meetings to present financial strategies and follow up on action items. Maintain thorough and accurate client records using company tools and systems. Develop tailored financial plans based on client needs, goals, and risk tolerance. Monitor client portfolios and work with investment teams to implement necessary adjustments. Coordinate with external professionals such as tax advisors and estate planners when needed. Work alongside client service staff to ensure timely execution of client requests, including account setups, transfers, and distributions. Qualifications & Requirements: At least five years of experience in financial planning or wealth management. The Certified Financial Planner (CFP) designation is strongly preferred or may be required. Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint). Knowledge of the following programs is a plus: Schwab, Fidelity Wealthscape, Salesforce, Orion, and MoneyGuidePro. Excellent communication skills and the ability to work both independently and collaboratively. Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Accounting/Auditing, Finance, and Strategy/Planning Industries: Financial Services and Business Consulting and Services Get notified about new Financial Advisor jobs in the Greater Seattle Area.
#J-18808-Ljbffr