What are the responsibilities and job description for the Financial Advisor position at Cascade Guided Wealth?
Financial Advisor – Woman-Owned, Planning-Based Firm
Are you a detail-oriented, client-focused financial professional looking to join a growing firm? We provide comprehensive, planning-based advice that goes beyond portfolio management—empowering clients to take control of their financial futures.
About the Role
As a Financial Advisor, you’ll work closely with clients, providing education, personalized guidance, and investment management. You’ll be part of a collaborative, women-run team passionate about building strong relationships and delivering holistic financial solutions.
We know that our employee experience directly impacts client experience. We truly care that our employees are happy and settled in order to provide the highest level of service to our client base. This means that we value flexibility, work/life balance, mental health, diversity, empathy and team culture.
Key Responsibilities
- Assist clients with financial questions on benefits, tax treatment, retirement plans, and more.
- Develop deep client relationships, track key details, and ensure timely follow-ups.
- Build and update financial plans and research advanced estate strategies
- Research funds, assist with portfolio construction and execute trades.
- Research and present retirement plan options for small businesses.
- Lead educational webinars and help organize client appreciation events.
- Stay informed on financial regulations, ERISA guidelines, and compliance updates.
- Contribute to social media content and marketing materials.
- Opportunity to build personal business and contribute to firm growth.
Qualifications
- Bachelor's Degree
- SIE, Series 7 & 66, Life/Health Insurance Licenses
Competencies
- Strong communication skills and high emotional intelligence
- Ability to simplify complex topics for clients
- Detail-oriented, self-motivated, and a thoughtful listener
- Accountable – always take 100% ownership for all outcomes
- Open to feedback and ideas. Ability to react calmly to constructive feedback
- Must work well individually and as a team member
- Reliable and on-time
Compensation & Benefits
- Base salary generous payout for personal business
- Employer-sponsored retirement plan after 1 year
- Potential sponsorship for additional certifications (e.g., CFP)
- Potential for equity in the business for the right candidate
- If you're passionate about financial planning and want to be part of a firm that values relationships, education, and client empowerment, we’d love to hear from you!