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David Careers

Financial Advisor (Mount Vernon)

Posted yesterday

wellMount Vernon (WA)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$85 K

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About the role

Position: Prospecting Planner/Financial Advisor
Location: Mount Vernon, WA (On-site, with local travel to events)
Compensation: $85K Base + Commission/Bonus = $200K OTE
Work Environment: Full-time, On-Site, with monthly client dinners/workshops Looking for a financial planning role where you can focus on advising—not cold calling? This is an excellent opportunity to grow in a new market with the backing of an established, growth-focused firm.
Why Join Us:
  • Warm, qualified leads (no cold prospecting)
  • Host seminars & dinner workshops to build client relationships
  • Strong team support 401(k) w/ 6% match, full benefits, PTOWeekly training + real career growth
  • Relocation assistance available
What You'll Do:
  • Deliver holistic financial plans (investments, tax, insurance, estate)
  • Guide prospects through a 4-meeting process
  • Lead educational events (no hard selling)
  • Build relationships, referrals, and long-term client trust
  • What You Bring3–7 years of client-facing experience in financial planning / wealth management / tax strategy
  • Series 65 or 66 ( or CFP® in lieu)
  • Strong communication + public speaking skills. High EQ, can read the room.
  • Experience with affluent or pre-retiree clients
  • Entrepreneurial mindset + team-first attitude
  • Ready to grow your book, income, and impact—without cold calls?
  • Apply now to learn more.

Before you apply

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A number in mind

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Your notice period

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