Lead Financial Advisor

LEAD FINANCIAL ADVISOR | Olympia, WA (Hybrid)$150K–$175K Base Salary + Performance-Based AUM Incentives Ready to take ownership of an established client portfolio while building something bigger? We're seeking an experienced Lead Financial Advisor to join a growing wealth-management practice. This is an opportunity to independently manage a substantial existing client base, influence investment strategies, and play a key role in the firm's continued growth. The right person is more than a portfolio manager or relationship caretaker. They're a proactive advisor who takes initiative, pursues new opportunities, and believes in building lasting relationships through trust, integrity, and a genuine commitment to serving clients well. Why This Opportunity Stands Out$150K–$175K base salary, depending on experience. Additional performance-based incentives tied to new assets under management and investment solutions. Annual bonus opportunity tied to client retention. Responsibility for an established client portfolio with approximately $120M in AUM.Opportunity to contribute to a $10M+ annual new AUM growth goal. Meaningful involvement in expanding the firm's alternative investment offerings. Opportunity to shape client relationships and contribute to the firm's long-term direction. Who We're Looking For 7+ years of financial advisory experience. Active Series 65 license. Demonstrated experience selling alternative investments, specifically private placements. Strong understanding of alternative investment strategies and their role in diversified portfolios. Comfortable independently managing clients across different wealth levels. A proactive, growth-minded advisor who actively develops new business rather than focusing exclusively on servicing an existing book. Strong relationship-building skills, sound judgment, and a commitment to acting in clients' best interests. Comfortable working within a values-driven culture centered on integrity, stewardship, accountability, and purpose.-- CFP designation is welcome but not required. Working Conditions & Benefits Olympia, WA | Hybrid: 3 days in-office / 2 days remote 401(k) with company match. Comprehensive health, dental, and vision coverage. PTO, sick leave, and company-provided life insurance. Supportive, collaborative, non-competitive team environment. A culture that values personal responsibility, continuous learning, and doing the right thing for clients.