What are the responsibilities and job description for the Wealth Manager position at SR Staffing?
Wealth Manager | Bellevue, WA | Hybrid Flexibility
Join an employee‑owned, independent wealth management firm that is deeply committed to its clients and its people. This firm advises high‑net‑worth families and closely held businesses and is widely respected for its holistic planning approach, collaborative culture, and long‑term client relationships.
This is an ideal role for a seasoned advisor who wants true client ownership, growth upside, and a voice in the firm’s future—without sacrificing work‑life balance.
As a Wealth Manager, you’ll serve as a trusted primary advisor, leading sophisticated planning conversations while partnering closely with an experienced internal team.
Client Advisory & Relationship Management
- Act as the primary advisor to affluent families and business owners
- Lead client meetings, education, and ongoing strategic conversations
- Collaborate with attorneys, CPAs, and other outside advisors to deliver seamless planning
Financial Planning Leadership
- Design and oversee comprehensive financial plans, including:
- Tax and estate planning
- Cash flow and balance sheet management
- Philanthropic and long‑term wealth strategies
- Coordinate execution and ongoing plan updates with internal specialists
Investment Oversight
- Partner with the Portfolio Manager on investment strategy and design
- Oversee asset allocation, rebalancing, and implementation aligned with client goals
What They’re Looking For
- 5–10 years advising high‑net‑worth clients
- CFP® required
- Entrepreneurial, client‑first mindset with a long‑term perspective
Compensation & Ownership‑Level Benefits
- $200K–$250K base salary significant incentive compensation
- New business incentive program
- 100% employer‑paid medical, dental, vision, disability & life insurance
- 401(k) match: 100% up to 4%
- Equity purchase opportunities in an employee‑owned firm
- Generous PTO (16–26 days) 10 holidays 1 paid volunteer day
- Full reimbursement for licensing, certifications, and professional development
- Wellness reimbursement
- Paid parking or transit pass
- 5‑year anniversary bonuses & 10‑year sabbaticals
This is a rare opportunity to join a stable, growth‑oriented firm where advisors are empowered, clients are truly valued, and long‑term equity and career progression are real—not just talked about.
If you’re a Wealth Manager looking for impact, autonomy, and ownership, this role is worth a closer look.
Salary : $200,000 - $250,000