Financial Advisor

Job Title : Financial Advisor

Location : Bellevue, Washington

Reports To : Chief Wealth Officer

Job Overview :

Apella Wealth i s a national, employee-owned advisory firm managing over $4.86 billion in assets. As a Financial Advisor, you will play a pivotal role in helping individuals navigate their financial journey. You will provide expert advice on financial planning and investments, building strong relationships with clients to understand their goals, identify opportunities, and develop tailored strategies that ensure financial success. This role offers the chance to create an exceptional client experience, foster long-term relationships, and contribute to business growth. We are seeking a professional who is passionate about holistic & comprehensive financial planning, thrives in a collaborative environment, and consistently delivers outstanding service.

Key Responsibilities :

• Client Engagement : Build and maintain strong client relationships by leading client meetings, delivering tailored financial strategies, and providing exceptional service throughout the client lifecycle.
• Comprehensive Planning : Develop and implement holistic financial plans that align with clients' goals, covering areas such as investment management, estate planning, tax optimization, and risk management.
• Collaboration : Partner with key stakeholders (including CPAs, estate attorneys, and other advisors) to ensure clients receive a comprehensive, coordinated approach to their financial planning.
• Account Management : Proactively monitor client portfolios, and coordinate with portfolio management team to determine trading and rebalancing opportunities that align with the clients risk profile and investment policy statement.
• Client Retention & Growth : Actively work on client retention through exceptional service and provide proactive support. Additionally, identify opportunities for business development, helping to expand the firm’s client base.
• Operational Excellence : Collaborate closely with client service and operations teams to ensure smooth onboarding and account management processes, maintaining a high level of client satisfaction.
• Education & Communication : Educate clients on financial strategies and provide regular communication to ensure they are well-informed and confident in their financial plans.
• Fiduciary Duty : Always act in the best interest of clients, adhering to the highest standards of integrity and professionalism.

Qualifications :

Education & Licensure :

Compensation & Benefits :

Why Join Us?

At Apella, we pride ourselves on a client-first approach, offering opportunities for professional growth, a collaborative team environment, and a chance to make a meaningful impact on clients' financial futures. If you're a dedicated financial professional with a passion for helping clients achieve their goals, we’d love to meet you. Please send resume to lauren_booth@ajg.com .

Salary : $90,000 - $110,000