Lead Financial Advisor

5 days ago

Seattle, United States S Piper Staffing LLC Full time

Title: Lead Financial Advisor (Licensed CFP)

Type: Full-time / Perm / Fully On-site

Locations: Seattle, WA, and Portland, OR

Base Salary Range: $120k - $300k/annually, depending on location and experience.

+ Bonuses

Shared Revenue Income

401(k) Plan + Match

Every team member has a path to ownership in the firm.

+ More fringe benefits


Summary:

Our client is seeking a Lead Advisor (Licensed CFP) to join their team in Seattle and Portland Ideal candidates should have 7+ years of experience as a Senior or Lead Advisor for a wealth management (RIA) firm or professional financial services company, advising and working directly with high-net-worth individual clients with assets exceeding $3M, and trust, estate, retirement, investment, and insurance planning. A strong consulting background and expertise in tax-saving strategies is required.


Responsibilities:

  • Consistently lead, mentor, and coach team members to assist in developing employees to their fullest potential.
  • Manage relationships with high-net-worth individual clients with assets exceeding $3M while delivering outstanding client experiences and exceptional, individualized services.
  • Utilize resources to achieve client goals, including trust and estate planning, tax planning, retirement and insurance planning, investment management, risk management, and other general financial planning.
  • Create, design, and implement wealth management plans to support each client's financial purposes and passions.
  • Develop lasting relationships with centers of influence to identify new business opportunities.
  • Collaborate with the national team to develop and maintain strong relationships with custodial retail branches.
  • Identify, target, and create new opportunities to represent the firm at speaking events.
  • Lead the service team to ensure high client satisfaction and retention.
  • Collaborate with the business development team regarding new client acquisition by participating in sales processes.
  • Contribute to the growth of the firm by generating referrals from existing clients.
  • Provide timely, constructive feedback to teammates on performance and ways to improve.
  • Provide creative, challenging, growth-enhancement opportunities for teammates.
  • Develop, support, and present training programs on strategic financial planning.

Qualifications/Requirements:

  • Bachelor's Degree (Required) / Master's Degree (Preferred)
  • Certified Financial Planner™ - CFP® (Required)
  • 7+ years of professional experience working in wealth management or financial services as a Senior or Lead Financial Advisor.
  • 7+ years of professional experience advising and working with high-net-worth individual clients with assets exceeding $3M, including trust, estate, investment, retirement, insurance, tax, and financial planning.
  • 7+ years of experience in cash flow/capital needs planning analysis.
  • High level of integrity in all personal and professional activities.
  • Motivated and driven with the proven ability to thrive in fast-paced environments.
  • Exceptional written and verbal communication and presentation skills and abilities.
  • Self-starter by nature with excellent organizational skills.
  • Proven ability to manage heavy workloads and projects on a time-sensitive basis.
  • Experience leading, mentoring, and coaching a team of professional Financial Advisors.
  • Must be willing to work fully on-site in Seattle, WA, or Portland, OR.


About S Piper Staffing:

S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands. Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between. Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.


As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Our commitment is to cultivate an inclusive environment—one that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive. We actively encourage individuals of all backgrounds to apply.

  • Financial Advisor

    2 months ago

    seattle, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

  • Financial Advisor

    6 months ago

    Seattle, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...

  • Financial Advisor

    4 months ago

    Seattle, United States S Piper Staffing LLC Full time

    Title: Financial Advisor (CFP)Type: Full-time / Perm / On-siteLocation: Seattle, WABase Salary Range: $85k - $135k/annually, depending on experience.Summary:Our client is looking for their next Financial Advisor (CFP). In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities, and workload of their client service teams....

  • Financial Advisor

    13 hours ago

    Seattle, United States Mass Mutual NW Full time

    Responsibilities: This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires strong communication skills, as well as the ability to work independently....

  • S Piper Staffing LLC | Lead Financial Advisor

    3 days ago

    seattle, United States S Piper Staffing LLC Full time

    Title: Lead Financial Advisor (Licensed CFP)Type: Full-time / Perm / Fully On-siteLocations: Seattle, WA, and Portland, ORBase Salary Range: $120k - $300k/annually, depending on location and experience.+ BonusesShared Revenue Income401(k) Plan + MatchEvery team member has a path to ownership in the firm.+ More fringe benefitsSummary:Our client is seeking a...

  • Financial Services Advisor

    3 weeks ago

    Seattle, Washington, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled Financial Services Advisor to join our team at Edward Jones. This is an excellent opportunity for individuals who are passionate about providing exceptional client service and want to build a successful career in the financial services industry.The Financial Services Advisor will work closely with our clients to...

  • Associate Financial Advisor

    1 month ago

    Seattle, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Seattle, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Seattle, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Seattle, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Seattle, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 month ago

    Seattle, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Financial Solutions Advisor

    2 weeks ago

    Seattle, Washington, United States Disability Solutions Full time

    Company OverviewWe are Disability Solutions, a leading provider of financial services. Our mission is to help individuals achieve their financial goals and improve their lives through responsible growth.We strive to create a diverse and inclusive workplace that values our teammates' contributions. We invest in their growth and well-being, offering...

  • Senior Financial Advisory Lead

    1 week ago

    Seattle, Washington, United States Agentis Capital Full time

    Unlock Your Potential in Infrastructure FinanceAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisory Lead to join our North American financial advisory practice. As a key member of our team, you will play a pivotal leadership role in driving technical delivery excellence, leading transaction teams, and mentoring junior team...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Seattle, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Associate Financial Advisor

    4 weeks ago

    Seattle, WA, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Lead Tax Advisor

    1 week ago

    Seattle, Washington, United States Jobot Full time

    Lead Tax Advisor SoughtA well-established and TOP Ranked CPA firm in Seattle, Washington seeks a Lead Tax Advisor to join their team. The ideal candidate will have a strong background in tax preparation, tax planning, or real estate tax with a minimum of 2+ years of experience in a CPA firm.The successful candidate will be responsible for providing...

  • Merrill Experienced Financial Advisor

    4 weeks ago

    Seattle, WA, United States Bank of America Full time

    Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike,...

  • Financial Services Professional

    1 week ago

    Seattle, Washington, United States JPMorganChase Full time

    We are actively seeking a highly skilled Financial Services Professional to join our team as a Client Advisor. As part of JPMorganChase's U.S. Private Bank, you will have the opportunity to advise families on building, preserving, and managing their wealth.Your role will involve using your knowledge of investments, financial planning, credit, and banking to...

  • Associate Financial Advisor

    4 weeks ago

    Seattle, WA, United States BECU Full time

    Associate Financial Advisor - Seattle As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to...