Broker Check

MyICON Career Opportunity:

Client Service Advisor:

We are seeking a career-minded individual with high personal integrity and great energy to become an integral member of a growing and dynamic financial planning and wealth management team. We are located in Kirkland and have twice been named one of the “100 Fastest-Growing Private Companies in Washington” by the Puget Sound Business Journal. The ideal candidate meets the following criteria:

 

Job Description:

  • Will function as a trusted advisor to existing firm clients
  • No current client relationships or prospecting required
  • Our ideal candidate thrives on adding value to clients’ lives, is passionate about helping others, and has a track record of providing exceptional client service
  • This is a salaried, non-sales, financial planning and wealth management position with potential for revenue sharing and career growth opportunities
  • Duties will include:
    • Analyzing, drafting, editing, and delivering comprehensive financial plans to clients
    • Monitoring client investment portfolios, crafting and presenting asset allocation-based investment recommendations
    • Building strong, value-driven relationships as a trusted Personal CFO with clients, our team, and the community

 

Skill/Experience Requirements:

  • Must be a hardworking team player with a positive attitude and unwavering commitment to excellence in ethics and the client experience
  • Minimum 3 years client-facing financial planning and wealth management experience
  • Bachelor’s degree required
  • FINRA Series 7 & 66 licenses required
  • Certified Financial Planner (CFP®) strongly preferred
  • LPL Financial or similar independent B/D experience a huge plus

 

 

Competitive compensation depends upon experience and current knowledge, skills, and abilities. Benefits include:

  • Medical Insurance
  • Disability insurance
  • 401(k) Plan, with matching
  • Profit sharing
  • Incentive Stock Potential
  • Paid holidays
  • Paid time off

 

 Please send your resume and cover letter, specific to this posting, to my attention and we look forward to crossing paths with you soon.

 

Until then,

 

 

Sim

Director of Operations

[email protected]


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