Financial Advisor AppleOne - 3.8 Redmond, WA Job Details $90,000 - $150,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Vision insurance Paid sick time Qualifications Wealth management Customer relationship building Referral-based lead generation Sales referrals Financial client presentations Mid-level Client retention Investment client management Initial Contact (sales skills) Financial goal setting advisory services Prospecting Business development within finance Client acquisition Client growth strategy Client referrals Communication skills Full Job Description Job Summary A growing wealth management firm in Redmond, WA is seeking a Financial Advisor for a direct hire opportunity. This role is ideal for a relationship-driven professional who enjoys meeting new people, building trust, developing business opportunities, and helping clients make informed financial decisions. The Financial Advisor will join a client-focused environment where strong communication, personal initiative, and long-term relationship building are valued. This opportunity offers a competitive base salary, bonus and incentive potential, and the chance to build a successful career in wealth management with supportive leadership, collaborative internal teams, and a strong focus on client service. Key Responsibilities Build and grow a network of prospective clients through referrals, networking, community involvement, and relationship development. Conduct introductory and ongoing client meetings to understand financial goals, priorities, and needs. Present personalized financial strategies and solutions in a clear, consultative, and client-focused manner. Manage client relationships from initial introduction through long-term partnership and ongoing communication. Identify opportunities to deepen existing client relationships and support additional financial planning needs. Collaborate with internal teams to ensure accurate documentation, compliance standards, and high-quality client service.

Compensation and Benefits Salary range:

$90,000 to $150,000 per year. Competitive base salary plus bonus and incentive opportunity, depending on experience. Direct hire opportunity. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

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//e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1030