What are the responsibilities and job description for the Financial Advisor position at Express Employment Professionals of Kitsap County?
Overview: A financial advisory firm is seeking a client-focused Servicing Financial Advisor to support and maintain an established book of business. This role is ideal for an advisor who thrives on building long-term relationships, delivering exceptional service, and helping clients stay aligned with their financial goals. You will serve as a trusted resource, ensuring clients receive proactive communication, thoughtful guidance, and a high level of ongoing care.
JOB DUTIES:
May include but not limited to the following:
Client Relationship Management
- Serve as the primary point of contact for assigned clients.
- Conduct regular portfolio and financial plan review meetings.
- Provide timely responses to client inquiries.
- Maintain consistent and proactive communication.
Financial Planning & Strategy
- Review and update financial plans as clients’ circumstances evolve.
- Monitor retirement plans, investment strategies, and income projections.
- Coordinate with CPAs, estate planning attorneys, and other professionals when needed.
- Identify opportunities for planning enhancements.
Portfolio Oversight
- Monitor account performance and asset allocation.
- Implement rebalancing and strategic adjustments.
- Ensure portfolios align with client objectives and risk tolerance.
- Discuss market conditions and provide education during volatility.
Administrative & Compliance Support
- Complete account paperwork and documentation accurately
- Ensure compliance with regulatory and firm standards.
- Maintain organized and up-to-date client records.
- Coordinate with custodians and internal operations teams.
Practice Support & Growth
- Identify additional planning needs within existing relationships.
- Support senior advisors with complex cases when needed.
- Contribute to client retention and overall firm growth.
Requirements:
- Bachelor’s degree in Finance, Business, Economics or related fields
- Active securities licenses (Series 7 and 66 or equivalent)
- CFP, ChFC, or other advanced designations preferred
- 3 years of experience in financial advising or wealth management
- Strong understanding of investment management and financial planning principles
- Excellent communication and interpersonal skills
- Client-first mindset with high integrity
- Professional, proactive, and dependable
Pay: $100,000-$120,000/year DOE
Schedule: Monday-Friday, 8:00am-5:00pm
Several Ways To Apply:
- Call our AI Recruiter at (360) 835-6585
- Text “APPLY” to (360) 479-4756
- Send your resume to Jobs.BremertonWA@ExpressPros.com
- Complete an online application on our website: www.expresspros.com/apply
- Call our office at (360) 479-4756
- Download the Express Jobs App in Apple or Google Play Store
- Visit our office at 4545 Auto Center Way Bremerton, WA 98312
Benefits Available to Eligible Associates:
- Medical Plan
- Dental Plan
- Vision Plan
- 401(k) Retirement Savings Plan with matching
- PTO
- Paid Holidays
- Express is an Equal Opportunity and E-Verify Employer.
Salary : $100,000 - $120,000