Financial Advisor / Wealth Advisor – Independent Wealth Management & Financial Planning Firm
Location: Olympia, WA (Onsite, with a satellite office in Lakewood, WA)
Compensation: $60,000–$80,000 Base Salary + Revenue Share + Production Bonuses + Benefits
We’re hiring a Financial Advisor / Wealth Advisor on behalf of our client—a growing independent wealth management and financial planning firm based in Olympia, WA.
The firm is a fiduciary practice that helps retirees, affluent families, and business owners reduce unnecessary taxes, manage risk, and plan for the future with confidence—backed by a strong marketing engine and an established seminar program. If you’ve spent 3+ years as a licensed advisor and you’re ready to build a meaningful book of business (along with expertise most advisors never get the chance to develop), we want to talk.
Why this role?
- Learn directly from the firm’s principal—a nationally recognized fiduciary advisor, tax strategist, and author with more than three decades of experience
- Spend your time in front of clients, not paperwork—a dedicated team handles scheduling, onboarding, account opening, new business processing, and client service
- Work with both retirees and successful business owners, gaining hands-on experience in exit planning, business valuation, advanced tax planning, buy-sell planning, defined benefit plans, and premium financed life insurance
- Fuel your pipeline with a $40,000+ annual marketing budget and 10–15+ educational seminars each year
- Grow the investment management side of the practice while delivering comprehensive plans covering retirement income, tax, estate, and insurance
- Build referral partnerships with P&C agencies, realtors, mortgage brokers, chambers of commerce, and business associations
- Join a small, tight-knit, collaborative team at a high-growth moment—where every hire truly matters
What you bring:
- 3+ years of experience as a financial advisor or in wealth management
- Active Series 65 (or Series 66/Series 7 equivalent) and an active state life and/or health insurance license
- Proven ability to prospect, develop referral relationships, and close new business
- A hunter mentality paired with a genuine love of educating clients rather than simply recommending products
- Comfort meeting with clients one-on-one and speaking to small groups
- Intellectual curiosity and a desire to keep expanding your knowledge and skills
- Strong integrity and a fiduciary, always-do-the-right-thing mindset
- Bonus points for a CFP® designation (or progress toward it), AUM-based client experience, familiarity with annuities, life insurance, or employee benefits, or experience advising business owners
What we offer:
- $60,000–$80,000 base salary, depending on experience
- Revenue share starting at 40% to the advisor, improving to a 50/50 split once AUM production covers your base salary
- Production bonuses (paid monthly to start, then quarterly) plus milestone incentives
- Health insurance (co-pay plan) and a 401(k) plan, both currently being rolled out
- Two weeks of paid vacation + paid time off between Christmas and New Year’s
- Private office, full administrative support, and ongoing mentorship and professional development
Sound like you? Let’s talk.