Financial Advisor

Job overview

Financial Advisor is a hybrid role based in Bellevue, WA, with three days per week in the office. The stated base salary is $200,000–$250,000 per year. The advisor will serve Pacific Northwest clients alongside a local partner or senior advisor at 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 contributes to client service and firm growth while supporting the firm’s stated focus on ESG and values-aligned financial strategies.

What you'll do

• Lead financial planning and investment management for assigned clients
• service Pacific Northwest clients with a local partner or senior advisor
• maintain client relationships and understand individual circumstances
• analyze income and assets
• update financial situations
• develop and present recommendations
• respond to client inquiries
• monitor market trends, financial products, and regulatory changes
• collaborate with colleagues
• travel periodically to the New York City headquarters several times a year.

What we're looking for

Skills & competencies

financial advisor

financial planning

investment management

client relationships

esg

sustainable investing

cfp required

hybrid

bellevue wa

$200k–$250k/year

pacific northwest clients

Work arrangement

• Weekend coverage required

Why this role

Hybrid schedule with three office days weekly; CFP required; periodic travel to New York City headquarters.

About the employer

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