Lead Financial Advisor
seattle corporate searchSeattle (WA)
Lead Financial Advisor
Posted yesterday
seattle corporate searchSeattle (WA)
SENIORITY
Senior
About the role
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 benefitseverything 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 663+ 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!
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.