Financial Advisor

Financial Advisor

Wayfinding Financial is an independent, SEC-Registered Investment Advisory firm that provides clients with an objective, transparent, and collaborative team approach to wealth management.

Our mission: Our group focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding – not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please contact us today.

We are currently looking for a Financial Advisor to join our office in Lynnwood, WA.

This position reports to the Partners of Wayfinding Financial and responsibilities include:

• Serve as the lead Advisor to maintain and support our existing client relationships
• Assist the firm with investment analysis and estate planning
• Help mitigate clients concerns surrounding tax concerns, charitable and estate planning, and ancillary services
• Identify and document each client’s unique goals and objectives
• Evaluate, implement, and manage investment solutions to meet client goals and objectives
• Conduct quarterly client meetings to review and present investment results, evaluate new opportunities, and adjust client objectives
• Manage existing referral relationships to source new clients
• Become involved in key community events, organizations, and/or boards that will help foster awareness of the firm and relationships that will lead to new business
• Track all business development activity through the firm’s CRM system

Benefits:

• Our benefits package includes, but is not limited to, health care benefits, 4% Safe Harbor 401(k) match, 15 days paid time off (PTO), 10 paid holidays, summer flex-days, professional, and personal wellbeing stipend, and other fringe benefits.
• The Salary Range for this position is $85,000 to $105.000

Requirements

Requirements and Qualifications:

• Bachelor’s Degree
• Completion of professional and/or financial services accreditation(s) (i.e. CFP, AAMS, AEP, WMS, CPA, CRPC)
• Series 65 (or the willingness to test within three months of hire)
• Minimum 2 years of experience in an advisory role
• Excellent communication, listening, and relationship-building skills
• Highly motivated, an affinity towards a self-starting work environment