Strategic Wealth Designers · 1 day ago
Lead Financial Advisor
Seattle, WA
Full-time
Onsite
Mid, Senior Level
$100K/yr - $200K/yr
2+ years expStrategic Wealth Designers is a full-service financial firm specializing in assisting individuals who are near or in retirement. They are seeking a Lead Financial Advisor to build strong client relationships and drive growth through trust and service excellence, focusing on client engagement, referral generation, and new client acquisition.
Financial Services
Hiring Manager
Hannah Gowen
Responsibilities
Conduct scheduled review meetings with existing clients to assess satisfaction and ensure they are receiving exceptional service
Perform quality-control evaluations to confirm client financial plans, account setups, and service levels meet company standards
Identify additional planning needs, service gaps, or opportunities for deeper engagement
Build rapport and trust to strengthen long-term client relationships
Professionally and confidently request referrals as part of the structured client meeting process
Educate clients on the referral program and communicate the value proposition for referred individuals
Track referral activity and maintain accurate records of sources, follow-up actions, and outcomes
Contact referred leads promptly and schedule initial discovery or consultation meetings
Conduct initial meetings to understand each prospect’s financial situation, goals, and challenges
Present tailored financial solutions, products, and services aligned with company offerings
Guide new clients through the full onboarding process, ensuring a seamless and high-quality experience
Document all client interactions, referrals, and follow-up activities in CRM systems
Provide regular updates to leadership on referral pipeline progress, conversion rates, and client satisfaction metrics
Meet or exceed established performance goals related to client outreach, referral generation, and new business development
Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
Interact professionally with clients by phone and/or in person to update the client’s profile and financial situation/needs
Complete appointment dictations and keep CRM updated by entering detailed notes
Meets production targets that impact overall company revenue goals
Assist with client onboarding process
Additional tasks as assigned by management
Qualification
Required
4-year degree in Accounting, Finance, or related field
Series 65 or 7/66 with Life & Health Licenses
2-7 years in financial services offering investment management and insurance services
Experience and proficiency in cold calling
Strong experience with MS Office and the ability to learn new software quickly
Excellent written and verbal communications skills both in person and via phone
Proactive mentality, positive attitude, and consistent follow through
Highly intelligent, strong organizational skills and attention to detail
Ability to work independently with good time management and critical thinking skills
Preferred
Experience with CRM software
2+ years working in a fast-paced office environment
Company
Strategic Wealth Designers
Strategic Wealth Designers is an independent retirement planning firm focused on safer money strategies & providing an unmatched experience
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dustin Stanley
Executive Vice President and Partner
Jordan Schwartz
Partner
Company data provided by crunchbase