Financial Advisor

Job Title: Financial AdvisorLocation: Bellevue, Washington HYBRIDReports To: Chief Wealth OfficerJob Overview:Apella Wealth is a national, employee-owned advisory firm managing over $4.86 billion in assets. As a Financial Advisor, you will play a pivotal role in helping individuals navigate their financial journey. You will provide expert advice on financial planning and investments, building strong relationships with clients to understand their goals, identify opportunities, and develop tailored strategies that ensure financial success. This HYBRID role offers the chance to create an exceptional client experience, foster long-term relationships, and contribute to business growth. We are seeking a professional who is passionate about holistic & comprehensive financial planning, thrives in a collaborative environment, and consistently delivers outstanding service.Why Join Us?At Apella, we pride ourselves on a client-first approach, offering opportunities for professional growth, a collaborative team environment, and a chance to make a meaningful impact on clients' financial futures. Our Bellevue office is among the fastest growing in the country. If you're a dedicated financial professional with a passion for helping clients achieve their goals, giving back to your community and having fun with your colleagues, we'd love to meet you. Key Responsibilities:Client Engagement: Build and maintain strong client relationships by leading client meetings, delivering tailored financial strategies, and providing exceptional service throughout the client prehensive Planning: Develop and implement holistic financial plans that align with clients' goals, covering areas such as investment management, estate planning, tax optimization, and risk management.Collaboration: Partner with key stakeholders (including CPAs, estate attorneys, and other advisors) to ensure clients receive a comprehensive, coordinated approach to their financial planning.Account Management: Proactively monitor client portfolios, and coordinate with portfolio management team to determine trading and rebalancing opportunities that align with the client's risk profile and investment policy statement.Client Retention & Growth: Actively work on client retention through exceptional service and provide proactive support. Additionally, identify opportunities for business development, helping to expand the firm's client base.Operational Excellence: Collaborate closely with client service and operations teams to ensure smooth onboarding and account management processes, maintaining a high level of client satisfaction.Education & Communication: Educate clients on financial strategies and provide regular communication to ensure they are well-informed and confident in their financial plans.Fiduciary Duty: Always act in the best interest of clients, adhering to the highest standards of integrity and professionalism.Qualifications:Experience: 5+ years of experience in financial planning, estate planning, or wealth management, preferably within a professional financial services firm.Certifications: A CFP® designation is required. Series 65 or equivalent licensure is also required.Expertise: Strong knowledge of financial planning, including retirement, estate, tax, insurance, and investment strategies.Skills: Exceptional communication skills, both written and verbal, with the ability to explain complex financial concepts clearly and effectively. Strong attention to detail and organization.Client Focus: Empathy, integrity, and a commitment to providing the highest level of service to dependence & Collaboration: Ability to work independently while collaborating effectively with diverse teams of professionals.Technology Proficiency: Proficiency in Microsoft Office Suite (Excel, Outlook, etc.) and other financial tools, such as eMoney, Holistiplan, OrionEducation & Licensure:A four-year degree in Finance, Economics, or related field is required.CFP designation preferred.Series 65 or equivalent license is pensation & Benefits:Salary: $120,000 - $150,000Retirement: 4.5% company match on your gross salary into the company retirement plan.Health Insurance: Comprehensive medical insurance coverage.Additional Benefits: Short-term disability and life insurance available after 90 days.Paid Time Off: Generous paid-time-off package to support work-life balancePlease send resume to

Created: 2025-02-21