Lead Financial Advisor
Are you a finance professional ready to take your career to the next level? We are representing a fast-growing, fee-only wealth management firm in Bellevue, recently featured in Forbes, and they're actively seeking a dynamic Lead Financial Advisor to join their close-knit, high-performing team. This firm is known for goal-based planning, long-term client relationships, transparent pricing, and comprehensive benefits—everything designed to set you up for success while providing exceptional value to clients.
What makes this opportunity stand out?
- Unmatched tools
- Ongoing training
- Dedicated marketing support
- A leadership team that invests in your growth
- A collaborative culture focused on excellence and development
Details:
- $100K base | Year 1 OTE $170K+ | Year 2 $300K+
- Retention bonus based on revenue managed
- Additional bonuses on new clients/assets
Requirements:
- FINRA Series 7, 63, and 65 or 66
- 3+ years of advisory experience
Perks & Benefits:
- Full benefits (medical, dental, vision, life)
- PTO & paid holidays
- Collaborative, growth-oriented team culture
- In-office role (Bellevue | 8 AM – 4 PM)
If you're passionate about delivering exceptional financial guidance and want to grow within a firm that truly supports your success — let's connect!
Lead Financial Advisor in bellevue at Unknown Company
This position is listed as full time and onsite.