Lead Financial Advisor Opportunity
We are currently partnering with a fast-growing, fee-only wealth management firm in Bellevue that's been recognized by Forbes and is continuing to build an exceptional, high-performing team. They're looking for a Lead Financial Advisor who is passionate about building long-term client relationships through goal-based financial planning. This firm truly stands out with its focus on retirement planning, transparent pricing, and delivering meaningful value to clients.
Why this opportunity stands out:
- Best-in-class tools, training, and marketing support
- Clear path to accelerate your book of business and earnings
- Leadership recognized as top talent in the industry
- Collaborative, growth-focused culture that invests in YOU
Compensation & Growth:
- $120K base | Year 1 OTE $185K+
- Year 2 earnings $300K+
- Retention bonus + incentives on new assets/clients
- Full benefits + PTO + holidays
What they're looking for:
- FINRA Series 7, 63, and 65 or 66
- 3+ years managing client relationships and assets
- Passion for delivering a high-touch client experience
Financial Advisor in bellevue at Unknown Company
This position is listed as full time and onsite.