Financial Advisor / Relationship Manager (Hybrid)

Job overview

The Financial Advisor / Relationship Manager role is hybrid, with three days per week in the Bellevue, Washington office. The stated base salary is $200,000–$250,000 per year. The advisor supports the firm’s Pacific Northwest clients and its growth as an independent advisory firm. The role owns financial planning and investment management for a client segment, building trusted relationships through regular reviews, proactive outreach, and tailored recommendations. It also contributes to the firm’s focus on aligning financial strategies with client values, including ESG priorities.

What you'll do

• Lead financial planning and investment management for assigned clients
• conduct regular reviews and proactive outreach
• respond to client inquiries
• analyze income and assets
• develop and present recommendations or alternatives
• maintain client relationships
• collaborate with colleagues
• stay current on market trends, financial products, and regulatory changes
• and travel to the New York City headquarters several times a year.

What we're looking for

Skills & competencies

financial advisor

relationship manager

hybrid

bellevue wa

transcend practice management

financial planning

investment management

esg

cfp required

series 65

$200k–$250k base salary

bachelor's degree

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting describes a team-oriented environment and work/life balance but does not list specific benefits.

Why this role

CFP required; Series 65 or willingness to obtain. CFA, CPA, or CIMA preferred. Travel to New York City several times a year is expected.

About the employer

Transcend Practice Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.