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Senior Financial Advisor

Employer
Skyline Advisors Inc
Location
Bellingham, Washington State
Salary
Base Comp of $100,000 to $150,000 DOE + Benefits. Potential revenue participation.
Closing date
Jul 12, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

About Skyline Advisors

Skyline Advisors is a Registered Investment Advisor that stands with our clients at the intersection where wealth meets wisdom.  We operate under the fiduciary standard of care and elevate our clients’ interests above our own to form a long-lasting advisor-client relationship, walking with them through life’s opportunities and pitfalls with timely advice and proactive financial planning.  We are located in the highly desirable area of Bellingham, WA and have approximately $300 million in AUM.  We currently have a B/D relationship but will soon be fee-only.  We are growing and seek a senior financial advisor to join our collaborative team.

Financial Advisor Position Summary

The Senior Financial Advisor has experience and skills to act as a primary advisor to clients.  This includes investments, advice, planning, and industry knowledge.  They are looking for a fresh start and opportunity to work with our existing clients and prospects, but also to generate new client relationships through marketing and business development, and/or potentially transitioning your current clients to Skyline Advisors.

Skills and Attributes

Skills and attributes that will contribute to success in this role include:

-Skilled communicator who enjoys personal interactions

-A natural curiosity of financial topics

-Shows good judgement, reliability, and trustworthiness

-Strong problem-solving capabilities and the ability to develop solutions to complex problems

-Exhibits professional poise, patience, understanding, and tact

-Fine attention to details, proactively accomplishing tasks to completion

-Excitement to grow professionally and personally

-Attuned to ways we can improve our services to our clients

Role

-The Senior Financial Advisor has technical analytical skills with real life planning experience to help our clients grow generously

-Works with clients to assess their financial situation, identify their financial goals, and develop a customized financial plan

-Monitor and review clients' financial plans regularly, making adjustments to ensure they stay on track to achieve their goals

-Can perform retirement and tax planning, legacy/charitable planning, risk management, and estate planning

-Knows investment principles, types of investments, portfolio management, financial theories, and implementation thereof

-Has good knowledge of behavioral finance issues and how to coach a client

-Stays updated on the latest trends and developments in the financial industry and incorporate them into your/our advice and practice

-Build and maintain strong relationships with clients that build trust

-Attracts new qualified prospective clients through networking in the community and marketing efforts

-Collaborate with other financial professionals, such as accountants and attorneys, to provide financial solutions for clients

-Learn and grow within our community, our profession, our team, and cultivate a passion to learn how to better serve our clients

-Execute trades such as rebalancing and tax loss harvesting.

-Proficient with Word, Excel, Outlook and CRM.  We use Orion Advisor Services, Redtail, Moneyguidepro, Holistiplan, Sharepoint, and other vendor applications.

-Knowledge of service and operational duties that build a more comprehensive knowledge of the total client experience

Qualifications

-Bachelor’s degree from a 4-year college or university

-4+ years of experience as a personal financial advisor/planner

-Degree in Business -Finance/Accounting/Economics preferred

-Series 65 license required within first 4 months of employment

-Certified Financial Planner™ or in progress.  Other qualifications may be considered such as ChFC®, CPA, or CFA. 

Salary and benefits:

Paid vacation and sick days

Paid family leave

Paid business trips

Flexible working hours

401(k) with company match and potential profit sharing

Insurance benefits to be discussed

Potential for ownership/partnership interest -We desire an Advisor who can be part of our internal succession planning.

Base compensation of $100,000-$150,000 DOE.  Potential revenue participation.  Compensation is determined by several factors such as experience, licenses/certifications, industry knowledge, and the ability to bring clients with you subject to contractual release.  We are part of Broker Protocol. 

To apply, please submit your resume and cover letter detailing your interest in this position with your relevant experience, and your three most defining characteristics or attributes.  We look forward to hearing from you!

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