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Lead Financial Advisor

$100k

Seattle Corporate Search

Lead Financial AdvisorAre 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 toolsOngoing trainingDedicated marketing supportA leadership team that invests in your growthA collaborative culture focused on excellence and developmentDetails:$100K base | Year 1 OTE $170K+ | Year 2 $300K+Retention bonus based on revenue managedAdditional bonuses on new clients/assetsRequirements:FINRA Series 7, 63, and 65 or 663+ years of advisory experiencePerks & Benefits:Full benefits (medical, dental, vision, life)PTO & paid holidaysCollaborative, growth-oriented team cultureIn-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!

Vacancy posted 2 days ago
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