Financial Advisor

At Harlow Wealth Management, we’re more than just financial advisors, we’re trusted partners in our clients’ lives. Based in Vancouver, Washington, our mission is to help individuals and families feel confident, secure, and supported as they move through retirement. Through a highly personalized, client-centered approach, we craft thoughtful, values-based strategies that bring clarity, confidence, and peace of mind to every step of their financial journey.

We are currently seeking a motivated and client-focused Financial Advisor to join our growing team. This role is ideal for someone passionate about guiding others through their financial journey, whether through investment planning, tax planning, income planning, legacy planning and health care planning.

• Collaborate with clients to understand their financial goals and develop tailored strategies.
• Offer guidance on retirement planning, investment management, and tax‑efficient wealth solutions.
• Integrate estate planning, risk management, and tax considerations into holistic financial plans.
• Analyze market trends and recommend investments aligned with clients’ objectives.
• Select appropriate investment vehicles and monitor portfolio performance regularly.
• Communicate complex financial concepts in a clear, accessible manner.
• Help clients make informed decisions through ongoing education and strategic discussions.

• Apply strong sales acumen and follow‑up strategies to engage both current and prospective clients.
• Build and maintain strong relationships through exceptional service, referrals, and community engagement.
• Participate in business development efforts to support the firm’s continued growth.

• Stay informed on industry regulations and ensure adherence to compliance standards.

• Bachelor’s degree in Finance, Accounting, Business, or a related field (or equivalent experience).
• Must be able to earn the CFP® designation within 2 years of employment.

• At least 1 year of experience client‑facing financial planning, investment advising, or a related discipline.
• Proficient with CRM platforms and financial planning software.

• Intermediate skills in Microsoft Office Suite.
• Comfortable using CRM systems and digital tools to support client service and business development.

• Solid understanding of investment products, tax strategies, regulatory standards, and financial planning principles.
• Skilled at presenting to both groups and individuals in one‑on‑one settings.
• Confident in conducting follow‑up communications with both existing and prospective clients.
• Strong communication, interpersonal, and analytical skills.
• Client‑focused, solutions‑oriented, and adept at problem‑solving.
• Tech‑savvy, with familiarity in leveraging social media and digital marketing tools.

• Collaborative, team‑oriented mindset
• Positive, proactive, and adaptable approach
• Commitment to lifelong learning and delivering client success
• Growth‑minded and flexible/adaptable to evolving technology as well as business changes

Performance based incentives

We foster a collaborative, client‑focused environment where your ideas and expertise are valued. At Harlow Wealth Management, you’ll find opportunities for professional growth, community involvement, and the ability to make a meaningful impact in the lives of the individuals and families we serve. Join us in shaping the future of wealth management in the Pacific Northwest.

Job Type: Full‑time

• 401(k) matching
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance