What are the responsibilities and job description for the Wealth Manager position at SR Staffing?
Wealth Manager – Bellevue, WA
A leading, employee‑owned independent wealth management firm is seeking an experienced Wealth Manager to join its Bellevue team. This individual will support continued growth through strong client relationship management, strategic financial planning, and business development efforts.
The firm has a long-standing reputation for providing holistic wealth advisory services to high‑net‑worth families and closely held businesses. With offices across the Pacific Northwest, the firm is known for its collaborative culture, client‑first approach, and commitment to professional excellence.
Role Overview
The ideal candidate brings deep experience advising affluent families and will be responsible for delivering comprehensive, consultative financial guidance across estate planning, investments, tax and cash‑flow planning, philanthropic strategy, and long‑term financial planning.
Key Responsibilities
Client Relationship Management
- Serve as a primary advisor to high‑net‑worth client families.
- Facilitate client meetings, presentations, education, and ongoing communication.
- Coordinate with clients’ external advisors, including attorneys, CPAs, and other professionals.
Business Development
- Identify and cultivate prospective client relationships.
- Present proposals and represent the firm at industry and community events.
Financial Planning
- Build comprehensive financial plans addressing all aspects of a client’s financial life, including tax and estate considerations.
- Oversee ongoing planning needs and coordinate with internal team members.
Investment Management
- Partner with the Portfolio Manager to determine investment strategy based on client goals, risk tolerance, and liquidity needs.
- Oversee asset allocation, rebalancing, and implementation of investment plans.
Qualifications
- 5–10 years of experience providing financial advisory services.
- CFP® designation required, with at least 3 years of experience producing and presenting financial plans.
- Bachelor’s degree required.
- Strong written, verbal, and presentation communication skills.
- Entrepreneurial mindset, strong work ethic, and client‑centric approach.
- Proficiency with Microsoft Office, CRM systems, portfolio management tools, and financial planning software (Salesforce, Tamarac, and eMoney preferred).
Compensation & Benefits
The firm offers competitive, experience‑based compensation, including a starting base salary range of $200,000–$250,000, plus significant incentive opportunities.
Employees enjoy a comprehensive benefits package that supports work‑life balance, professional development, and long‑term financial well‑being, including:
- New business incentive program
- 100% employer‑paid medical, dental, vision, disability, and life insurance
- 401(k) with 100% company match up to 4%
- Employee stock purchase opportunities
- Generous PTO (16–26 days), 10 paid holidays, and 1 paid volunteer day
- Training, certification, licensing, and dues reimbursement
- Wellness reimbursement
- Subsidized parking or transit pass
- Anniversary bonuses every 5 years and sabbaticals every 10 years
- Flexible hybrid work environment
Salary : $200,000 - $250,000