We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...
We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...
Financial Advisor-Seattle
$125K - $150K/yr
We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...
Quick apply
Financial Advisor-Seattle
$125K - $150K/yr
We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...
Wealth Advisor
$150K - $250K/yr
... or MBA in Finance designations preferred) * Licensed as an investment advisor representative (RIA) * Experience managing client relationships in a fiduciary fee-only environment preferred
Wealth Advisor
$150K - $250K/yr
... or MBA in Finance designations preferred) * Licensed as an investment advisor representative (RIA) * Experience managing client relationships in a fiduciary fee-only environment preferred
Associate Financial Advisor
Issaquah, WA · On-site
$85K - $95K/yr
... only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development. About the Practice We serve a loyal ...
Associate Financial Advisor
Issaquah, WA · On-site
$85K - $95K/yr
... only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development. About the Practice We serve a loyal ...
Associate Financial Advisor
Issaquah, WA · Hybrid
$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... service-only position. Over time, the AFA will assume increasing responsibility for existing ...
Quick apply
Associate Financial Advisor
Issaquah, WA · Hybrid
$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... service-only position. Over time, the AFA will assume increasing responsibility for existing ...
Associate Financial Advisor
Issaquah, WA · Hybrid
$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... service-only position. Over time, the AFA will assume increasing responsibility for existing ...
Associate Financial Advisor
Issaquah, WA · Hybrid
$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... service-only position. Over time, the AFA will assume increasing responsibility for existing ...
Associate Financial Advisor
Issaquah, WA · Hybrid
$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... service-only position. Over time, the AFA will assume increasing responsibility for existing ...
Associate Financial Advisor
Issaquah, WA · Hybrid
$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... service-only position. Over time, the AFA will assume increasing responsibility for existing ...
Wealth Management Advisor
Seattle, WA · On-site +1
Seattle / PNW region Firm Overview Our client is a fast-growing, fee-only boutique RIA based in ... Founded in 2015, the firm delivers institutional-quality financial planning and investment advice ...
New
Wealth Management Advisor
Seattle, WA · On-site +1
Seattle / PNW region Firm Overview Our client is a fast-growing, fee-only boutique RIA based in ... Founded in 2015, the firm delivers institutional-quality financial planning and investment advice ...
New
Financial advisors partner with clients to help them achieve their long-term financial goals ... 2024, an application fee was required for consideration As your new asset compensation and ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... 2024, an application fee was required for consideration As your new asset compensation and ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Financial Advisor
Everett, WA · Remote
$75K - $125K/yr
... financial services. No prior industry experience is required. We provide training, licensing ... MassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check ...
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Financial Advisor
Everett, WA · Remote
$75K - $125K/yr
... financial services. No prior industry experience is required. We provide training, licensing ... MassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check ...
Financial Advisor
Seattle, WA · Remote
$75K - $125K/yr
... financial services. No prior industry experience is required. We provide training, licensing ... MassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check ...
Quick apply
Financial Advisor
Seattle, WA · Remote
$75K - $125K/yr
... financial services. No prior industry experience is required. We provide training, licensing ... MassMutual Northwest will never ask job candidates to pay any kind of fee, make cash or check ...
Financial Advisor - Bothell, WA - Market 21, Region 174
Bothell, WA · On-site
$45K - $100K/yr
Financial advisors partner with clients to help them achieve their long-term financial goals ... fee was required for consideration ² As your new asset compensation and commissions increase over ...
Financial Advisor - Bothell, WA - Market 21, Region 174
Bothell, WA · On-site
$45K - $100K/yr
Financial advisors partner with clients to help them achieve their long-term financial goals ... fee was required for consideration ² As your new asset compensation and commissions increase over ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Client Advisor
Seattle, WA · On-site
$125K - $150K/yr
... and comprehensive financial planning. About the Role We are expanding our team with talented ... Our fee-only, holistic, client-first model offers transparent, formulaic compensation with ...
Client Advisor
Seattle, WA · On-site
$125K - $150K/yr
... and comprehensive financial planning. About the Role We are expanding our team with talented ... Our fee-only, holistic, client-first model offers transparent, formulaic compensation with ...
Client Advisor
Seattle, WA · On-site
$125K - $150K/yr
... and comprehensive financial planning. About the Role We are expanding our team with talented ... Our fee-only, holistic, client-first model offers transparent, formulaic compensation with ...
Client Advisor
Seattle, WA · On-site
$125K - $150K/yr
... and comprehensive financial planning. About the Role We are expanding our team with talented ... Our fee-only, holistic, client-first model offers transparent, formulaic compensation with ...
Service Advisor - Seattle, WA
$70K - $80K/yr
EA Buck Financial Services in Seattle , WA is looking for a strong, detail-oriented Service Advisor ... Fiduciary - Act as a fiduciary for all fee-based clients. * Attendance - Attend and participate in ...
Service Advisor - Seattle, WA
$70K - $80K/yr
EA Buck Financial Services in Seattle , WA is looking for a strong, detail-oriented Service Advisor ... Fiduciary - Act as a fiduciary for all fee-based clients. * Attendance - Attend and participate in ...
Associate Wealth Advisor
$96K - $122K/yr
Advanced capability of all wealth, investment, and financial planning processes * Begins to prepare ... Business process - understanding of client contracts, fee schedules and the onboarding process
Associate Wealth Advisor
$96K - $122K/yr
Advanced capability of all wealth, investment, and financial planning processes * Begins to prepare ... Business process - understanding of client contracts, fee schedules and the onboarding process
Fee Only Financial Advisor information
See Bothell, WA salary details
$40.2K - $51.2K
3% of jobs
$51.2K - $62.2K
3% of jobs
$62.2K - $73.2K
10% of jobs
$73.2K - $84.1K
9% of jobs
$84.4K is the 25th percentile. Wages below this are outliers.
$84.1K - $95.1K
11% of jobs
$95.1K - $106.1K
8% of jobs
The median wage is $113.2K / yr.
$106.1K - $117.1K
11% of jobs
$117.1K - $128K
10% of jobs
$128K - $139K
10% of jobs
$141.8K is the 75th percentile. Wages above this are outliers.
$139K - $150K
8% of jobs
$150K - $161K
19% of jobs
$40.2K
$114.2K
$161K
How much do fee only financial advisor jobs pay per year?
What is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?
| Aspect | Fee Only Financial Advisor | Fee-Based Financial Advisor |
|---|---|---|
| Compensation | Charges only fees directly from clients, no commissions | Charges fees and may earn commissions from product sales |
| Conflicts of Interest | Lower potential for conflicts due to fee-only structure | Potential conflicts due to commission-based earnings |
| Regulation & Certification | Often holds CFP, CFA, or similar credentials | May hold similar credentials but with additional licensing for commissions |
| Work Environment | Independent or affiliated with fee-only firms | Often affiliated with firms selling financial products |
Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.
What are the key skills and qualifications needed to thrive as a Fee Only Financial Advisor, and why are they important?
Are fee-only financial advisors worth it?
What is a fee-only financial advisor?
How much do fee-only financial planners make?
Are there fee-only financial advisors?
How does a fee-only financial advisor typically collaborate with other professionals to serve clients?
Can financial advisors make $500,000 a year?
$125K/yr
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 13 days ago
Job description
We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, our client manages over $11.05 billion in assets and services clients across the nation.
Why become an Advisor? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:
- Marketing & Business Development- We generate the leads so that our Advisors don't have to invest their time on marketing efforts. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
- Financial Planning- Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life.
- Investment Management- Our trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc.
- Operations and Client Services- We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list!
- Unparalleled Professional Development- Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.
Requirements:
- The financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial planning experience.
- Ability to assess a prospective client's needs and their financial goals.
- A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
- Effective communication skills. Ability to deliver comprehensive financial plans to clients.
- Previous experience teaching classes or presenting is a plus.
Additional Details:
- Salaried position + Benefits.
- Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
- Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.
Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.