S Piper Staffing LLC · 6 days ago
Lead Financial Advisor (CFP)
Greater Seattle Area
Full-time
Onsite
Senior Level
$120K/yr - $300K/yr
6+ years expS Piper Staffing LLC is seeking Lead Advisors in Seattle and Bellevue, WA, to provide immediate positive service impact for their clients. In this role, you will be responsible for client relationships and establishing comprehensive wealth management strategies while partnering with various teams to deliver exceptional client experiences.
Staffing & Recruiting
Hiring Manager
Norma Rivas
Responsibilities
Act as a Personal CFO for existing clients and new clients
Lead the client relationship and deliver exceptional experiences
Design, implement, and manage the wealth management plan that supports clients' passions and purpose
Leverage internal and external resources to achieve client objectives in areas such as investment management, trust and estate planning, risk management, and general financial planning
Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
Create opportunities and represent the firm at public speaking events, including conferences, community events, industry events, etc
Lead the Financial Advisory Team with deep collaboration, ensuring client retention and satisfaction are high, with a relentless focus on remarkable service
Provide teammates with timely, candid, and constructive performance feedback
Develop employees to their fullest potential and provide challenging opportunities that enhance career growth
Assist with the development and presentation of training programs, including coaching team members on financial planning strategies
Qualification
Required
Bachelor's Degree required
CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required
6+ years of experience as a Financial Advisor in wealth management, financial services, and estate planning-related work, preferably from a wealth management and tax (RIA) firm
6+ years of experience working directly with high-net-worth individuals with assets exceeding $3M
Strong expertise in trust, estate, gift, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
An unquestioned commitment to integrity in all personal and professional activities
Highly motivated with the ability to function well in a fast-paced environment
Self-starter by nature with excellent leadership skills
Exceptional written, verbal, and interpersonal skills
Excellent presentation skills
Ability to manage heavy workloads and projects, many on a time-sensitive basis
Ability to interact with a tight-knit team of professionals with a wide range of financial and tax knowledge and activities
Willing to contribute to the growth of the firm by servicing existing clients and onboarding new clients from referral sources
Preferred
Master's Degree
Company
S Piper Staffing LLC
S Piper Staffing is an industry-leading nationwide woman owned minority recruiting firm that identifies talented job seekers whose interests and values align with those of their prospective employers.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Sarah Piper
Chief Executive Officer
Company data provided by crunchbase