Windward Recruiting

Financial Advisor

Windward Recruiting

full-time

Posted on:

Location Type: Hybrid

Location: Washington • Washington • United States

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Salary

💰 $110,000 - $135,000 per year

About the role

  • Serve as a primary point of contact for clients’ financial planning related inquiries (via phone or email), ensuring clients understand their options and the implications of any recommended planning strategies
  • Prepare for and conduct semi-annual review meetings with clients to stay up to date on any big career or lifestyle changes that might impact their financial plan
  • Conduct discovery meetings with prospects and move qualified leads through the onboarding process
  • Create and update financial plans for clients and present in client meetings
  • Work with outside consultants on tax, insurance, and mortgage to ensure the best outcome for clients
  • Coordinate with Client Service team to ensure data and document requests are fulfilled
  • Assist with trading and rebalancing client accounts

Requirements

  • 3-7 years of financial services experience
  • Active and valid CERTIFIED FINANCIAL PLANNER (CFP®) designation
  • Foundational knowledge of equity compensation and executive benefits
  • Ability to manage your own workload – we do not micromanage
  • Organization skills & attention to detail
  • Ability to track outstanding tasks to ensure great follow-through for our clients
  • Ability to communicate well
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Experience with our systems is not required, but is a plus: Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, Schwab Advisor Center
Benefits
  • 4 weeks PTO plus 10 paid holidays
  • 401(k) retirement plan with 3% automatic employer contribution
  • Health care stipend
  • Professional, Fun, Motivating Atmosphere
  • Opportunity for career growth and possibility of firm equity in the future
  • Hybrid working environment with Mon and Fri remote working days
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningequity compensationexecutive benefitstradingrebalancing
Soft Skills
communicationorganizationattention to detailtask prioritizationproblem-solving
Certifications
CERTIFIED FINANCIAL PLANNER (CFP®)