What are the responsibilities and job description for the Financial Advisor position at First Pacific Financial?
ABOUT THE ROLE
At First Pacific Financial, our Financial Advisors are at the heart of what we do, guiding clients to financial success so they can confidently pursue their dreams and aspirations. This role is about more than managing portfolios. It's about building trusted relationships, championing our firm culture, and being a force for positive change in the communities we serve.
You'll work alongside a collaborative team of financial advisors, portfolio managers, and client services professionals, all rowing in the same direction. We operate as one team with One Plan, and the right candidate will thrive in that environment.
We currently serve clients across our Pacific Northwest and Alaska offices. While we don't have an immediate opening at every location, we are a growing firm, and we always want to connect with exceptional people.
WHAT YOU'LL DO
• Lead all ongoing client meetings, present financial plans, investment recommendations, and give actionable advice that helps clients align their wealth with their values.
• Build deep, lasting relationships with clients by understanding their goals, life changes, and values, and serving as a trusted partner throughout every stage of their financial journey.
• Attend and close prospective client meetings; guide new clients through onboarding with care and clarity.
• Collaborate with the advisor team to prepare for meetings, organize client data, and synthesize insights within a comprehensive financial planning context.
• Work with Portfolio Manager on client asset management: portfolio reviews, rebalancing, withdrawal coordination, tax strategies, and new portfolio implementation.
• Solve complex planning challenges in estate, tax, retirement, and beyond, with creativity and confidence.
• Guide clients through market conditions with clear, relatable language.
• Grow and nurture our presence in the communities we serve, authentically.
• Champion responsible investing and ESG strategies for clients who want their wealth to make a difference in the world.
WHAT YOU BRING
• Minimum three years of financial advisory experience or a closely related profession.
• Bachelor's Degree or higher.
• CFP® designation, or active coursework toward certification.
• Deep fluency in financial planning concepts including retirement, estate, tax, and investment management, and the ability to communicate them simply and powerfully.
• Extraordinary communication skills and genuine warmth with clients.
• A detail-oriented mindset and the discipline to execute at a high level within a team environment.
• A desire to build real relationships and make a meaningful impact in people's lives.
• Ability and willingness to travel between office locations as needed.
WHO WE ARE
First Pacific Financial is an independent, B-Corporation Certified RIA headquartered in Vancouver, WA with offices in Portland, OR; Seattle and Bellevue, WA; and Juneau, AK. We are values-driven in everything we do.
We are proud to be an equal opportunity employer committed to building a diverse, inclusive environment where every person belongs. No cold calling. Just great work, great people, and a shared belief that how we do business matters as much as the results we deliver.