Financial Advisor
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Ready to move beyond back-office planning or product-driven quotas and step into a lead advisory seat?
We’re partnering with an established independent Registered Investment Adviser (RIA) in Olympia, WA to hire a Financial Advisor to step into a significant long-term role.
This is not a build-a-book-from-scratch role. You’ll work directly alongside an experienced Executive Director through a structured 6–12 month transition, build trusted relationships with an established client base, and progressively take ownership of client households.
What Makes This Opportunity Stand Out- Established Client Base: Inherit and service high-net-worth client relationships—no cold prospecting or self-funded books required.
- Aggressive Compensation: $120K–$135K base salary (flexible depending on experience) + up to $20K sign-on bonus for top candidates.
- Growth Incentive: Multi-year bonus structure tied to organic AUM acquisition.
- Hybrid
Schedule:
3 days in-office / 2 days WFH, plus an early exit every Friday at 3:00 PM
. - Clear Career Path: Direct track to evolve from service advisor $ ightarrow$ lead Wealth Manager.
- Fiduciary Culture: Focus on holistic planning (e.g., Money Guide Pro /Advyzon) and client guidance over aggressive product sales quotas.
We’re open to both established advisors and high-potential junior advisors who have a solid foundation and are ready to take the next step. You don't need to be a heavy rainmaker—we’re looking for someone proactive, coachable, relationship-driven, and motivated to learn.
- Active Series 65 or Series 66 (Required).
- 2+ years of hands-on client-facing wealth management, financial planning, or investment advisory experience.
- Strong financial planning capabilities and client relationship management skills.
- Ability to commute to Olympia, WA for the hybrid schedule (3 days on-site / 2 days remote).
- Hours: Mon–Thu: 8:00 AM–5:00 PM | Fri: 8:00 AM–3:00 PM (Hybrid)
- 401(k) with company match
- Generous PTO, sick leave, and company-provided life insurance
- Supportive, non-competitive culture where mistakes are treated as learning opportunities
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