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Investment Advisor

Robinswood Financial
Kirkland, Washington State
$50,000 - $200,000 a year - Full-time
Closing date
Jul 26, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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At Robinswood Financial, we care about our people, and we’re seeking a Financial Advisor to join our growing team. We are an independent, objective, fee-only, Registered Investment Advisor (RIA), offering extraordinary client service specializing in retirement planning, and investment advising. Our advisors help individuals, and families pursue the life they envision through a one-on-one, long-term, relationship with an advisor committed to their needs. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients.

Robinswood believes in a team-oriented environment of motivated people who genuinely enjoy being around each other and having a work/life balance. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

If you’ve been looking to build a ‘real financial/life planning’ relationship with your clients, you’ll like how we do it at Robinswood Financial. You’ll be part of a team that supports one another, rather than one that competes against each other. You’ll have access to state-of-the-art software, 1st class office space, and the support of like-minded professionals to help you thrive.

Not to mention, your clients will feel incredibly comfortable knowing that you’ve got an experienced team to support you.

Job Description

As a Financial Advisor, you are an entrepreneur under the Robinswood umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients in a conflict-free, meaningful way. You are responsible for identifying prospect needs, communicating how you and Robinswood can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Robinswood platform and serve them with excellence once they’re on board.

Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and care deeply about clients. Joining Robinswood is a once-in-a-lifetime opportunity. If you’re a people person, analytical, meticulous, and customer-oriented, we’d like to meet you.

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