Certified Financial Planner

Wealth Manager

We’re hiring a Wealth Manager on behalf of a confidential RIA client in Bellevue, WA. Our client is a planning‑first, fiduciary RIA serving high‑net‑worth families through deeply personalized financial, tax, and estate planning. This role sits on a highly collaborative advisory team and will play a key part in leading complex planning work, with a particular emphasis on clients who have experienced catastrophic injuries or long‑term disabilities (through a specialized DAS program).

Base Pay Range: $/yr - $/yr

Additional Compensation Types: Annual Bonus, Commission, and Stock options

Uncapped incentives — 2nd & 6th quarter fees on self-sourced clients

• Lead holistic financial, tax, and estate planning for high-net-worth clients
• Take on a strong inherited book + newly onboarded DAS clients
• Support and ultimately lead relationships with clients facing catastrophic injuries or long-term disabilities
• Partner with WMAs, CSAs, PMs, and operations to deliver a seamless client experience
• Relationship-driven BD — long‑term, community‑oriented, never salesy
• Mentor junior team members on planning, communication, and development
• Build COI networks and niche referral channels, especially within DAS communities
• Engage in firm‑supported events, marketing, and seminars
• Grow your book through inherited clients + internal referrals + self‑sourced relationships (with higher payouts on self‑sourced business)

• Experienced Wealth Manager/Advisor serving HNW clients in a planning‑first fiduciary environment
• Strong in comprehensive planning — retirement, cash‑flow, tax‑aware strategies, estate coordination, risk management
• High emotional intelligence
  ; comfortable supporting clients through major life changes and disability‑related challenges
• Collaborative team player who thrives in a structured, well‑supported advisory model
• Entrepreneurial mindset with a willingness to build relationships and grow a book over time
• Clear, confident communicator with clients, attorneys, trustees, and CPAs

Mid‑Senior level

Full‑time

Sales, Business Development, and Finance