Senior Wealth Advisor - Wealth Advisory - Tri Cities, Washington (Finance)

hirify.globalss="location">Location: Tri Cities, Washington or Wenatchee, Washington office

hirify.globalss="salary">Salary: $123,000–$242,000 per year, plus discretionary bonuses based on company performance and other factors.

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services across more than 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Serve as a relationship manager delivering comprehensive Total Wealth Advisory services.
• Gather client data and oversee financial planning work.
• Delegate planning tasks as appropriate and deliver financial plans to clients.
• Provide recommendations covering clients’ financial and tax needs.
• Manage existing client relationships and new referral relationships.
• Maintain proficiency with firm systems and Microsoft Office applications, including Word, Excel, PowerPoint, Outlook, and Adobe.

hirify.globalss="requirements">Requirements

• Minimum eight years of progressively responsible financial services experience.
• Bachelor’s degree required; relevant experience, education, and training may be accepted in lieu of a degree.
• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• FINRA Series 65 or 66 certification required.
• Advanced knowledge of tax, investments, financial planning, insurance, estate planning, and retirement planning.

hirify.globalss="nice-to-have">Nice to have

• Existing transferable book of business.

hirify.globalss="culture-benefits">Culture & Benefits

• Culture focused on creating opportunities for clients, employees, and communities.
• Inclusive environment that welcomes different beliefs and perspectives.
• Health, dental, and vision benefits.
• 401(k) and additional wellness benefits supporting physical, financial, social, and emotional well-being.
• Compensation approach focused on collaboration and career growth.