About this opportunity
Seattle Corporate Search lists this Lead Financial Advisor opportunity in bellevue, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Lead Financial Advisor
Are you a finance professional ready to take your career to the next level? We are representing a fast-growing, fee-only wealth management firm in Bellevue, recently featured in Forbes, and they're actively seeking a dynamic Lead Financial Advisor to join their close-knit, high-performing team. This firm is known for goal-based planning, long-term client relationships, transparent pricing, and comprehensive benefits—everything designed to set you up for success while providing exceptional value to clients.
What makes this opportunity stand out?
Unmatched tools
Ongoing training
Dedicated marketing support
A leadership team that invests in your growth
A collaborative culture focused on excellence and development
Details:
$100K base | Year 1 OTE $170K+ | Year 2 $300K+
Retention bonus based on revenue managed
Additional bonuses on new clients/assets
Requirements:
FINRA Series 7, 63, and 65 or 66
3+ years of advisory experience
Perks & Benefits:
Full benefits (medical, dental, vision, life)
PTO & paid holidays
Collaborative, growth-oriented team culture
In-office role (Bellevue | 8 AM – 4 PM)
If you're passionate about delivering exceptional financial guidance and want to grow within a firm that truly supports your success — let's connect!
Worksite address
bellevue, WA, 98009, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.