Seattle Corporate Search
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Recruiter at Seattle Corporate Search | Hiring Nationally
I am looking for a Lead Financial Advisor to join a high-performing, collaborative and tight-knit, team. This firm focuses on goal-based financial planning, retirement strategies, and transparent pricing, building long-term relationships that truly make an impact. What makes this opportunity stand out is the incredible training, tools, and marketing support they provide, setting you up for success whether you’re growing your book or deepening your advisory expertise. The firm has grown from $20M to $250M+ AUM in just a few years, recently completed an acquisition, and was featured on AdvisorHub’s 2025 “Advisors to Watch” list. They’re targeting $1B AUM by 2029. • Retention bonus based on managed revenue • Bonus % on new assets/clients • FINRA Series 7, 63, and 65 or 66 • 3+ years managing client relationships & assets • Collaborative, dynamic culture Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Strategy/Planning, and Consulting Industries Industries
Financial Services Investment Management Investment Banking Referrals increase your chances of interviewing at Seattle Corporate Search by 2x Inferred from the description for this job
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I am looking for a Lead Financial Advisor to join a high-performing, collaborative and tight-knit, team. This firm focuses on goal-based financial planning, retirement strategies, and transparent pricing, building long-term relationships that truly make an impact. What makes this opportunity stand out is the incredible training, tools, and marketing support they provide, setting you up for success whether you’re growing your book or deepening your advisory expertise. The firm has grown from $20M to $250M+ AUM in just a few years, recently completed an acquisition, and was featured on AdvisorHub’s 2025 “Advisors to Watch” list. They’re targeting $1B AUM by 2029. • Retention bonus based on managed revenue • Bonus % on new assets/clients • FINRA Series 7, 63, and 65 or 66 • 3+ years managing client relationships & assets • Collaborative, dynamic culture Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Strategy/Planning, and Consulting Industries Industries
Financial Services Investment Management Investment Banking Referrals increase your chances of interviewing at Seattle Corporate Search by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Financial Advisor” roles.
Bellevue, WA $80,000.00-$100,000.00 3 days ago Bellevue, WA $75,000.00-$125,000.00 1 week ago Bellevue, WA $88,000.00-$150,000.00 3 months ago Bellevue, WA $70,000.00-$85,000.00 4 weeks ago Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
Kirkland, WA $75,000.00-$95,000.00 4 days ago Investment Consultant - South Lake Union, WA
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Seattle, WA $322,000.00-$443,000.00 1 month ago Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)
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#J-18808-Ljbffr