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Lead Wealth Management Consultant

2 months ago

Bellevue, Washington, United States The Ladders Full time
Position Overview
At The Ladders, we are in search of a proactive and skilled leader to enhance our commitment to guiding clients in achieving their financial aspirations. We are looking for a seasoned Senior Financial Advisor to join our dynamic team. The ideal candidate will be a driven collaborator who embodies our core values and contributes to the success of our growing advisory firm.

Our Mission
Our goal is to empower wealth creators, entrepreneurs, and their families by providing expert guidance through significant financial transitions and maximizing their positive influence on their communities and beyond. If you possess an unwavering desire to excel and align with our vision, we invite you to explore this opportunity.

Key Responsibilities
  • Act as the primary relationship manager for designated clients, facilitating the execution of strategies across key areas such as Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving.
  • Collaborate closely with our Advanced Planning and Client Service Teams to deliver exceptional client experiences.
  • Serve as the main point of contact for clients and their trusted advisors.
  • Lead the development of proposals for prospective clients and prepare comprehensive review presentations.
  • Engage in client review meetings, presenting and discussing financial models and advanced planning topics.
  • Utilize CRM systems to document notes and directives post-meetings, delegating tasks as necessary.
  • Support the Advanced Planning Team with financial modeling for clients.
  • Continuously cultivate strong relationships with client families.
  • Adhere to all industry regulations and firm policies.
  • Foster a collaborative team environment.
Qualifications
  • Bachelor's degree in a relevant field.
  • A minimum of 5 years of experience in a client-facing financial advisory role, demonstrating strong financial planning acumen.
  • Possession of Series 65 or equivalent certification.
  • Relevant professional designations such as CERTIFIED FINANCIAL PLANNERTM, CFA, or CIMA.
  • Experience with advanced financial planning techniques, including donor advised funds, foundations, and various insurance products.
  • Familiarity with essential estate planning tools and asset management strategies.
  • Exceptional communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
  • Strong organizational skills and attention to detail.
  • Ability to collaborate effectively with external advisors, including tax professionals and estate planning attorneys.
  • High emotional intelligence, integrity, and accountability.
  • A proactive, problem-solving mindset with a positive and collaborative demeanor.
Preferred Qualifications
  • Experience advising privately held business owners and families.
  • Life and Disability Insurance license.
  • Familiarity with financial software such as Salesforce, Orion, or similar platforms.
Benefits

We offer a comprehensive benefits package, including:
  • Competitive salary with performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Generous paid time off and wellness reimbursement.
  • 401(k) plan with company matching.
  • Professional development opportunities, including training and certification reimbursement.
  • Team-building events and retreats.