Senior Financial Advisor
Location: Seattle- in office.
Compensation: Competitive base salary + 2x annual billing transition package + bonuses for new business
Assets Under Management: $20M-$60M
Support Structure: Dedicated staff for operations, trading, and client service
Partnership Opportunity: Defined path to ownership
Join an Award-Winning Wealth Management Team
We are seeking a seasoned financial advisor with $20M-$60M in AUM to join our dynamic and growing firm. This is an opportunity to transition into a firm where you can focus entirely on client relationships and business growth-without the burden of administrative and operational tasks.
Why Join Us?
• Lucrative Transition Package: We offer 2x your annual billing, a competitive base salary, and bonus incentives for new business.
• Operational & Administrative Support: No more placing trades, handling transfers, or preparing for meetings-our award-winning staff takes care of everything, so you can focus on your clients.
• Seamless Client Transition: Our team will ensure a smooth transition for your clients, maintaining
service continuity and enhancing their experience.
• Path to Partnership: For advisors committed to growth and excellence, we offer a clear, structured path
to equity ownership in the firm.
• Best-in-Class Resources: Access to a highly skilled team of specialists, advanced financial planning tools, and a collaborative environment where client success comes first.
Who We're Looking For
• A client-focused financial advisor managing $20M-$60M in assets.
• Someone eager to elevate their practice by leveraging our operational infrastructure.
• A growth-oriented professional who values teamwork, excellence, and long-term career potential.
• Ideally, an advisor working with one or two support staff who would also transition to our firm.
Let's Talk.
If you're ready to take your advisory practice to the next level-without the administrative headaches-
This is the right place for you. Let's discuss how we can make your transition smooth, profitable, and rewarding.