Financial Wealth Manager

++JOB DESCRIPTION++

We’re seeking a Wealth Manager to join an established wealth-management practice in Olympia, WA. This is an opportunity for a client-focused advisor to transition from a primarily service role into a lead Wealth Manager position with significant ownership of client relationships.

This is NOT a build-a-book-from-scratch role. You’ll work alongside the Executive Director of Wealth Management through a 6–12 month transition, learning an established client base, including HNW households, while building trust and understanding the firm’s planning and investment philosophy.

• Months 1–12 | Onboarding & Integration: Focus on learning the clients, participating in meetings, understanding the firm’s approach, and building strong relationships.
• Year 2 | Leadership & Growth: Take greater ownership of client relationships and drive growth by deepening existing relationships, identifying client needs, generating referrals, and bringing in new AUM.

The long-term growth benchmark is approximately $8M–$12M in new AUM annually once fully integrated. This is not a first-year quota.

We’re looking for an experienced wealth-management professional who combines strong HNW client experience with a service-to-lead mindset — someone who genuinely cares about clients but also has the initiative, energy, and “hunter instinct” to identify opportunities and help grow the practice.

• Build and maintain trusted, long-term relationships with existing HNW clients and prospective clients.
• Work closely with the Executive Director during the transition to understand client relationships, financial situations, goals, preferences, and service expectations.
• Participate in quarterly, semi-annual, tri-annual, and annual client review meetings.
• Gradually assume primary responsibility for a significant portion of the client base.
• Serve as a trusted advisor and primary relationship manager for assigned households.
• Deliver a high-touch, personalized client experience.
• Listen to client goals and concerns and provide thoughtful recommendations, education, and solutions.
• Help clients navigate significant financial events, including retirement, inheritance, insurance events, and other life transitions.

• Conduct client financial reviews and evaluate progress toward financial goals.
• Provide financial planning and investment-management guidance.
• Support retirement planning, cash-flow analysis, investment planning, and broader wealth-management strategies.
• Prepare for client meetings by reviewing financial information, identifying opportunities, and developing recommendations.
• Use financial-planning software to build and maintain client plans.
• Manage advisor-level client service needs while partnering with the administrative team on operational matters.
• Collaborate with advisors, CFPs, portfolio management, and other team members to deliver comprehensive solutions.

• Take ownership of an established client base through the firm’s transition process.
• Identify opportunities to deepen existing relationships and address underserved client needs.
• Identify opportunities to bring additional assets under management.
• Cultivate organic growth through referrals and trusted client relationships.
• Recognize opportunities associated with retirement, inheritance, liquidity events, and other significant financial transitions.
• Develop a strong understanding of the existing book and proactively identify opportunities for growth.
  
  Contribute to the firm’s long-term AUM growth.
• Work toward an aspirational benchmark of approximately $8M–$12M in new AUM annually once fully integrated.

• Work collaboratively with advisors, CFPs,…