Lead Advisor, Pacific Northwest - KAR

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, work hard, and support each other as a team and as individuals.

• Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
• Develop strategies to provide a high quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients.
• Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients.
• Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs.
• Provide comprehensive wealth management to high-net‑worth clients, ensuring personalized service and attention to their unique financial goals and needs.
• Provide investment advisory services, including asset allocation and investment solutions recommendations.
• Conduct regular client portfolio review meetings and provide proactive communication to clients.

• Bachelor’s degree in finance, economics, or a related field.
• 5+ years of experience in the financial services industry with a focus on wealth advisory client service.
• Financial planning/wealth management insight, judgement, and experience.
• Articulate, confident, and driven professional with the ability to work within a team-oriented culture.
• Unimpeachable ethical standards and a strong work ethic.
• Superior communication skills both oral and written; strong presentation skills.
• A demonstrated ability to establish priorities and meet goals.
• Proficient in Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform.
• Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement).

The starting salary ranges from $120,000 to $150,000 and includes variable compensation. The salary offer may vary based on education, experience, skills, abilities, geographic location, internal equity, and market data.

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day
  1)
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer Days

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.