🚀 Financial Advisor – Succession Track & Hybrid Flexibility | Olympia, WAReady to move beyond back-office planning or product-driven quotas and step into a lead advisory seat? We’re partnering with an established independent Registered Investment Adviser (RIA) in Olympia, WA to hire a Financial Advisor to step into a significant long-term role. This is not a build-a-book-from-scratch role. You’ll work directly alongside an experienced Executive Director through a structured 6–12 month transition, build trusted relationships with an established client base, and progressively take ownership of client households.💼 What Makes This Opportunity Stand OutEstablished Client Base: Inherit and service high-net-worth client relationships—no cold prospecting or self-funded books required. Aggressive Compensation: $120K–$135K base salary (flexible depending on experience) + up to $20K sign-on bonus for top candidates. Growth Incentive: Multi-year bonus structure tied to organic AUM acquisition. Hybrid Schedule: 3 days in-office / 2 days WFH, plus an early exit every Friday at 3:00 PM.Clear Career Path: Direct track to evolve from service advisor $\rightarrow$ lead Wealth Manager. Fiduciary Culture: Focus on holistic planning (e.g., MoneyGuidePro/Advyzon) and client guidance over aggressive product sales quotas.
🎯 What We're Looking For:
We’re open to both established advisors and high-potential junior advisors who have a solid foundation and are ready to take the next step. You don't need to be a heavy rainmaker—we’re looking for someone proactive, coachable, relationship-driven, and motivated to learn.
Active Series 65 or Series 66 (Required).3+ years of hands-on client-facing wealth management, financial planning, or investment advisory experience.
Strong financial planning capabilities and client relationship management skills.
Ability to commute to Olympia, WA for the hybrid schedule (3 days on-site / 2 days remote).🎁 Working Conditions & Benefits
Hours:
Mon–Thu: 8:00 AM–5:00 PM | Fri: 8:00 AM–3:00 PM (Hybrid)401(k) with company match Comprehensive Health, Dental & Vision coverage Generous PTO, sick leave, and company-provided life insurance Supportive, non-competitive culture where mistakes are treated as learning opportunities📩 If you’re ready for more ownership, long-term growth, and a team that will actively invest in your career, apply now or send a direct message for a confidential conversation!
