Client Advisor
- Employer
- Joslin Capital Advisors, LLC
- Location
- Bellevue, Washington State
- Salary
- Negotiable salary based on experience + bonus + incentives for bring on new relationships
- Closing date
- May 10, 2021
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- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Required
Job Details
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.
Company
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 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
- Website
- http://www.joslincapital.com/
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