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[/av_textblock] [/av_one_full][av_hr class=’custom’ icon_select=’no’ icon=’ue808′ font=’entypo-fontello’ position=’center’ shadow=’no-shadow’ height=’50’ custom_border=’av-border-thin’ custom_width=’100%’ custom_margin_top=’30px’ custom_margin_bottom=’5px’ custom_border_color=’#124212′ custom_icon_color=” id=” custom_class=” template_class=” av_uid=’av-7ke8pv2′ sc_version=’1.0′ admin_preview_bg=”] [av_three_fourth first min_height=” vertical_alignment=’av-align-top’ space=” row_boxshadow_width=’10’ row_boxshadow_color=” custom_margin=’aviaTBcustom_margin’ margin=’-15px,0px’ av-desktop-margin=” av-desktop-margin_sync=’true’ av-medium-margin=” av-medium-margin_sync=’true’ av-small-margin=” av-small-margin_sync=’true’ av-mini-margin=” av-mini-margin_sync=’true’ mobile_breaking=” mobile_column_order=” border=” border_style=’solid’ border_color=” radius=” radius_sync=’true’ min_col_height=” padding=’,60,,30′ av-desktop-padding=” av-desktop-padding_sync=’true’ av-medium-padding=” av-medium-padding_sync=’true’ av-small-padding=” av-small-padding_sync=’true’ av-mini-padding=” av-mini-padding_sync=’true’ svg_div_top=” svg_div_top_color=’#333333′ svg_div_top_width=’100′ svg_div_top_height=’50’ svg_div_top_max_height=’none’ svg_div_top_opacity=” svg_div_bottom=” svg_div_bottom_color=’#333333′ svg_div_bottom_width=’100′ svg_div_bottom_height=’50’ svg_div_bottom_max_height=’none’ svg_div_bottom_opacity=” fold_type=” fold_height=” fold_more=’Read more’ fold_less=’Read less’ fold_text_style=” fold_btn_align=” column_boxshadow_width=’10’ column_boxshadow_color=” background=’bg_color’ background_color=” background_gradient_direction=’vertical’ background_gradient_color1=’#000000′ background_gradient_color2=’#ffffff’ background_gradient_color3=” src=” attachment=” attachment_size=” background_position=’top left’ background_repeat=’no-repeat’ highlight_size=’1.1′ fold_overlay_color=” fold_text_color=” fold_btn_color=’theme-color’ fold_btn_bg_color=” fold_btn_font_color=” size-btn-text=” av-desktop-font-size-btn-text=” av-medium-font-size-btn-text=” av-small-font-size-btn-text=” av-mini-font-size-btn-text=” animation=” animation_duration=” animation_custom_bg_color=” animation_z_index_curtain=’100′ parallax_parallax=” parallax_parallax_speed=” av-desktop-parallax_parallax=” av-desktop-parallax_parallax_speed=” av-medium-parallax_parallax=” av-medium-parallax_parallax_speed=” av-small-parallax_parallax=” av-small-parallax_parallax_speed=” av-mini-parallax_parallax=” av-mini-parallax_parallax_speed=” fold_timer=” z_index_fold=” css_position=” css_position_location=’,,,’ css_position_z_index=” av-desktop-css_position=” av-desktop-css_position_location=’,,,’ av-desktop-css_position_z_index=” av-medium-css_position=” av-medium-css_position_location=’,,,’ av-medium-css_position_z_index=” av-small-css_position=” av-small-css_position_location=’,,,’ av-small-css_position_z_index=” av-mini-css_position=” av-mini-css_position_location=’,,,’ av-mini-css_position_z_index=” link=” linktarget=” link_hover=” title_attr=” alt_attr=” mobile_display=” mobile_col_pos=’0′ id=’#adbody’ custom_class=” template_class=” aria_label=” element_template=” one_element_template=” av_uid=’av-76qp8tq’ sc_version=’1.0′] [av_textblock fold_type=” fold_height=” fold_more=’Read more’ fold_less=’Read less’ fold_text_style=” fold_btn_align=” textblock_styling_align=” textblock_styling=” textblock_styling_gap=” textblock_styling_mobile=” size=’20’ av-desktop-font-size=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” font_color=” color=” fold_overlay_color=” fold_text_color=” fold_btn_color=’theme-color’ fold_btn_bg_color=” fold_btn_font_color=” size-btn-text=” av-desktop-font-size-btn-text=” av-medium-font-size-btn-text=” av-small-font-size-btn-text=” av-mini-font-size-btn-text=” fold_timer=” z_index_fold=” id=’#joblocation’ custom_class=” template_class=” element_template=” one_element_template=” av_uid=’av-m8xd0qhk’ sc_version=’1.0′ admin_preview_bg=”]Compensation: $150K OTE
[/av_textblock] [av_textblock fold_type=” fold_height=” fold_more=’Read more’ fold_less=’Read less’ fold_text_style=” fold_btn_align=” textblock_styling_align=” textblock_styling=” textblock_styling_gap=” textblock_styling_mobile=” size=’20’ av-desktop-font-size=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” font_color=” color=” fold_overlay_color=” fold_text_color=” fold_btn_color=’theme-color’ fold_btn_bg_color=” fold_btn_font_color=” size-btn-text=” av-desktop-font-size-btn-text=” av-medium-font-size-btn-text=” av-small-font-size-btn-text=” av-mini-font-size-btn-text=” fold_timer=” z_index_fold=” id=’#joblocation’ custom_class=” template_class=” element_template=” one_element_template=” av_uid=’av-m8xd0gx2′ sc_version=’1.0′ admin_preview_bg=”] Location: Kirkland, WA[/av_textblock] [av_textblock fold_type=” fold_height=” fold_more=’Read more’ fold_less=’Read less’ fold_text_style=” fold_btn_align=” textblock_styling_align=” textblock_styling=” textblock_styling_gap=” textblock_styling_mobile=” size=” av-desktop-font-size=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” font_color=” color=” fold_overlay_color=” fold_text_color=” fold_btn_color=’theme-color’ fold_btn_bg_color=” fold_btn_font_color=” size-btn-text=” av-desktop-font-size-btn-text=” av-medium-font-size-btn-text=” av-small-font-size-btn-text=” av-mini-font-size-btn-text=” fold_timer=” z_index_fold=” id=’#adcontent’ custom_class=” template_class=” element_template=” one_element_template=” av_uid=’av-m8xczzss’ sc_version=’1.0′ admin_preview_bg=”]
Our client offers a comprehensive suite of financial services and full benefits. They are seeking a dedicated Service Advisor/ Relationship Manager. This role is vital as it supports clients’ financial goals and ensures their long-term financial security.
Financial Service Advisor Job Responsibilities
- Assist clients in transferring accounts, rolling over 401(k) plans, and facilitating Roth IRA conversions.
- Coordinate with custodians and other financial institutions to ensure smooth transitions and minimize disruptions in client accounts.
- Use advanced financial planning software tools to create and maintain detailed financial plans aligned with clients’ goals.
- Conduct cash flow analysis and project future financial needs to develop personalized financial strategies.
- Design customized Social Security income strategies, ensuring clients make informed decisions based on their unique financial situation.
- Develop comprehensive retirement plans that incorporate asset allocation, withdrawal strategies, and future income needs.
- Determine appropriate annuity investments for clients based on their financial objectives, risk tolerance, and retirement goals.
- Assess and recommend the best annuity products to optimize retirement income and reduce risks associated with longevity.
- Analyze and recommend tax-efficient strategies to enhance clients’ retirement savings and overall financial health.
- Provide guidance on tax implications of various financial decisions and develop strategies to minimize tax liabilities in retirement.
- Build and maintain strong, trusted relationships with clients by offering exceptional service and communication throughout the financial planning process.
- Regularly update clients on the progress of their plans, providing clear explanations of financial strategies and account activities.
- Work closely with financial advisors, accountants, and other professionals to ensure a holistic approach to clients’ financial well-being.
- Stay current on financial regulations, products, and tools to provide the best solutions to clients.
Qualifications
- Strong background in comprehensive financial planning.
- At least 5 years of hands-on experience.
- Series 65 license.
- Certified Financial Planner (CFP®) designation.
- Washington State Health and Life Insurance license.
If you are an experienced financial planner with a passion for helping clients achieve their financial goals, we encourage you to apply. This is an exciting opportunity to join a dynamic team in a challenging and rewarding role.
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To apply, submit your application below, send your resume to careers@careerpathsnw.com, or call 425.968.9000.
Not what you’re looking for? Check out our other jobs in Seattle, Seattle Industrial jobs, and Seattle Sales jobs, or send us your resume to find a job that fits your needs.
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