Title: Lead Advisor (CFP)
Type: Full-time / Perm / On-site
Location: Seattle, WA
Salary Range: $125k - $250k/annually, depending on location and experience.
Summary:
Our client is seeking a Lead Advisor (CFP required) to join their team in Seattle! Ideal candidates have extensive experience working with high-net-worth individual clients with assets exceeding $3M, wealth management experience, and trust, estate, and retirement planning. This role requires a strong business development and consulting background and expertise in tax-saving strategies.
Responsibilities:
- Consistently lead, mentor, train, and coach team members to assist in developing employees to their fullest potential.
- Manage relationships with high-net-worth individual clients with assets exceeding $3M, delivering outstanding client experiences and exceptional, individualized services.
- Utilize resources to achieve client goals, including trust and estate planning, tax planning, investment management, risk management, and general financial planning.
- Create, design, and implement wealth management plans to support client's financial purposes and passions.
- Develop lasting relationships with centers of influence to identify new business opportunities.
- Collaborate with the national team to develop and maintain strong relationships with custodial retail branches.
- Identify, target, and create new opportunities to represent the firm at speaking events.
- Lead the service team to ensure high client satisfaction and retention.
- Collaborate with the business development team regarding new client acquisition by participating in sales processes.
- Contribute to the growth of the firm by generating referrals from existing clients.
- Provide timely, constructive feedback to teammates on performance and ways to improve.
- Provide creative, challenging, growth-enhancement opportunities for teammates.
- Develop, support, and present training programs on strategic financial planning.
Qualifications/Experience:
- Bachelor's Degree (Required)
- Certified Financial Planner™ - CFP® (Required)
- 7+ years of professional experience working in the financial services and wealth management industries.
- 7+ years of professional experience as a Financial Advisor (CFP), working directly with high-net-worth individual clients with assets exceeding $3M, including trust, estate, investment, retirement, insurance, tax, and financial planning.
- 7+ years of experience in cash flow/capital needs planning analysis.
- High level of integrity in all personal and professional activities.
- Motivated and driven with the proven ability to thrive in fast-paced environments.
- Exceptional written and verbal communication and presentation skills and abilities.
- Self-starter by nature with excellent organizational skills.
- Proven ability to manage heavy workloads and projects on a time-sensitive basis.
- Experience leading, mentoring, training, and coaching a team of financial advisors.
About S Piper Staffing:
S Piper Staffing stands out as a leading nationwide woman-owned minority recruiting firm, dedicated to supporting top-tier talent in collaboration with the world's premier brands. Providing both permanent and temporary HR solutions across the country, we establish partnerships with startups, large public companies, and everything in between. Our distinctive ability to operate across diverse job functions and at all organizational levels has empowered us to build meaningful, enduring relationships with both clients and candidates, assisting them in securing the best talent across their organizations.
As an equal-opportunity employer, S Piper Staffing evaluates qualified applicants without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Our commitment is to cultivate an inclusive environment—one that values diverse backgrounds, experiences, and perspectives, allowing everyone to contribute, advance their careers, and thrive. We actively encourage individuals of all backgrounds to apply.
