Financial Advisor

Job overview

The Financial Advisor role is onsite in Issaquah, WA, with limited hybrid flexibility after the training period. Base salary is $95,000–$105,000 per year, plus performance-based bonuses. Steller Wealth Planning serves clients through comprehensive financial planning and long-term relationships. The advisor progressively assumes responsibility for established client relationships, develops and implements financial plans, and contributes to practice growth. Collaboration with experienced advisors and support staff helps deliver consistent client service and follow-through.

What you'll do

• Transition established client relationships into the advisor’s care
• lead or participate in client meetings
• develop, present, and implement financial plans covering retirement, investments, insurance, and wealth management
• explain strategies clearly
• identify planning opportunities
• contribute to referrals and new business
• coordinate with advisors and support staff
• maintain documentation and comply with regulatory requirements.

What we're looking for

Skills & competencies

financial advisor

issaquah wa

jambalaya group

steller wealth planning

$95k–$105k base

performance bonuses

wealth management

financial planning

client relationships

monday–friday

no weekends

licensing support

Work arrangement

• Weekend coverage required

Benefits & perks

• Health insurance, SIMPLE IRA, paid time off, paid holidays, licensing sponsorship, and professional development support.

Why this role

Monday–Friday standard business hours, with no evenings or weekends. Bachelor’s degree and at least three years of client-facing financial services experience required; Series 7 and Series 66 are preferred, with licensing sponsorship and support available for eligible candidates.

About the employer

Jambalaya Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.