Client Advisor – Kirkland, WA

Position Overview:
Are you an experienced financial advisor looking to grow your practice in a more supportive, client-focused environment? We’re seeking a Client Advisor to join our team in Kirkland, WA. In this role, you’ll have the opportunity to build and deepen relationships with high-net-worth clients while leveraging a robust platform of resources designed to help you succeed.

You’ll serve as a trusted partner to your clients, delivering thoughtful guidance across investments, financial planning, and long-term wealth strategies. If you’re motivated by growth, collaboration, and delivering meaningful client outcomes, this is an excellent opportunity to take your career to the next level.

Key Responsibilities:
As a Client Advisor, you will:

Build and maintain relationships with high-net-worth clients, serving as their primary advisor.
Develop customized financial strategies, including investment management, financial planning, tax strategies, and estate considerations.
Source new client relationships through referrals, professional networks, and internal partnership channels.
Lead client meetings, ensuring financial plans remain aligned with evolving goals and priorities.
Collaborate with internal specialists and external partners (such as CPAs and attorneys) to deliver comprehensive solutions.
Leverage internal resources across investment management, planning, client service, and business development teams.
Mentor and support junior team members contributing to client relationships.

Qualifications:
To excel in this role, you should have:

5–15+ years of experience in wealth management, financial advisory, or investment services.
A proven track record of building and maintaining client relationships.
Required licensing (Series 65 or equivalent); CFP or similar designation strongly preferred.
Strong communication and relationship-building skills.
A proactive, self-driven approach with strong problem-solving abilities.
Proficiency with Microsoft Office tools (Word, Excel, PowerPoint, Outlook).
A Bachelor’s degree or higher (preferred).

Why This Role is Attractive:

Competitive and transparent compensation structure with strong earning potential.
Base salary range of $115,000 – $130,000, with additional upside based on performance and client relationships.
Access to a full suite of internal resources, including investment, planning, client service, and marketing support.
Comprehensive benefits package including medical, dental, vision, 401(k) with match, and more.
Generous paid time off, including vacation, holidays, and additional seasonal flexibility.
A collaborative, growth-oriented environment that supports your long-term success.

How to Apply:
If you’re ready to grow your career in a dynamic, client-focused environment, we’d love to hear from you. Please submit your resume along with a brief overview of your experience and interest in the role.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.