Lead Advisor, Pacific Northwest - KAR

Overview

This role is for a Lead Advisor supporting the Pacific Northwest region. The position partners with the Managing Director and the Business Development Officer (BDO) to develop and manage new client relationships, including investment advisory, financial planning, and estate and tax planning.

This role is held remotely, with a preference for San Francisco, Seattle, or Portland.

Responsibilities

• Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
• Develop strategies to deliver a high-quality client experience and assist the BDO in building their practice through referrals and additional funding from existing clients.
• Prepare customized investment proposals in coordination with the BDO and effectively communicate proposals to clients.
• Provide financial planning advice, using the eMoney financial planning platform and other technology resources to support clients’ needs.
• Deliver comprehensive wealth management to high-net-worth clients, with personalized service aligned to each client’s financial goals.
• Provide investment advisory services, including asset allocation and investment solution recommendations.
• Conduct regular client portfolio review meetings and provide proactive communication to clients.

Requirements

• Bachelor’s degree required from an accredited college or university, with an educational background in finance or economics.
• 5+ years of experience in the financial services industry with a focus on wealth advisory client service.
• Financial planning/wealth management insight, judgment, and experience.
• Articulate, confident, and driven professional with the ability to work within a team-oriented culture.
• Unimpeachable ethical standards and a strong work ethic.
• Superior communication skills (oral and written) and strong presentation skills.
• Demonstrated ability to establish priorities and meet goals.
• Proficiency in the Microsoft operating platform, the eMoney financial planning platform, and the Salesforce CRM platform.
• Series 65 or 66 (or CFP or CFA, which can be used to waive the Series 65 or 66 requirement.)

Preferred Qualifications

• None stated.

Compensation & Benefits

Compensation

• Starting salary: $120,000.00 to $150,000.00, including variable compensation.
• The starting salary offer will vary based on education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Benefits

• Medical, Dental, and Vision Insurance (starting day 1)
• Life and Disability Insurance
• Health Savings Account with a company match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days
• Competitive pay

Location

Remote (preference for San Francisco, Seattle, or Portland).