Client Advisor

Location
Bellevue, Washington State
Salary
Negotiable salary based on experience + bonus + incentives for bring on new relationships
Posted
Mar 11, 2021
Closes
May 10, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Why Joslin?

When you join Joslin Capital Advisors, LLC, you join one of the top independent, fee-only wealth management firms in the Puget Sound area.  We are a nine-person, cohesive team that works hard to give our clients exemplary counsel and service. Our clients are affluent individuals and families who stick with us throughout their lifetime and turn to us first for expert advice and guidance. Building deep client relationships is the foundation of our firm.  You will find ample opportunities to develop professionally and contribute meaningfully here, in a work environment that is friendly, supportive and committed to success through excellence and growth.  When you succeed, we succeed.  To learn more about us, please visit our website at www.joslincapital.com

What we want

An experienced advisor who has the ambition to grow a firm and a matching track record. Our ideal candidate is someone with energy and drive, who is passionate about making a difference in our team and the lives of our clients.  This is an excellent career opportunity to join a culturally collaborative team of learners who motivate and inspire each other.

Position overview

The client advisor is the firm’s main point of contact with a select group of clients. This advisor is responsible for managing client relationships and formulating and implementing advice. He or she is also responsible for leading the firm’s client expansion effort, in addition to day-to-day responsibilities that include generating and servicing new clients as well as servicing existing high-value clients. This advisor also works with, trains and supervises other staff in client service delivery.

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