Service Advisor

On behalf of our client, one of the nation’s fastest-growing RIAs, we’re seeking a Service Advisor to join their expanding team in Spokane, WA
.

$85,000.00/yr - $/yr

• Annual Bonus

• 🏆
  Award-winning culture – Recognized as a top RIA firm
• 📈
  Rapid growth & stability – 48 offices nationwide, 300+ employees, and consistently named to the Inc. 5000 list
• 🤝
  Client-first approach – Deliver comprehensive financial planning and build deep, lasting client relationships
• 🌟
  Career development – A servant‑leadership culture that invests in your long‑term success

• Serve as the primary advisor for a growing book of client relationships
• Deliver advice across investment planning, tax planning, estate/legacy planning, insurance, education funding, and more
• Conduct client reviews, interpret financial data, and proactively adjust strategies to meet evolving goals
• Collaborate with a supportive advisory team while building referral‑based growth

• Bachelor’s degree in Finance/related field
• 5+ years of wealth management or client service experience
• Strong financial planning expertise and exceptional communication skills

• 🩺 Comprehensive health, dental, and vision insurance
• 💼 401(k) with company match
• …and more

📍
On-site in WA with hybrid flexibility after 6 months

If you’re ready to grow with an award‑winning firm and make a lasting impact on clients’ financial futures, let’s connect!

Associate

Full-time

Finance

Financial Services and Investment Management