Associate Financial Advisor

Talent Harbor · Olympia, Washington

FULL TIME

Job Description

Associate Financial Advisor – Succession Track & Hybrid Flexibility | Olympia, WA

Ready to move beyond back-office planning or product-driven quotas and step into a lead advisory seat?

We’re partnering with an established independent Registered Investment Adviser (RIA) in Olympia, WA to hire a

Financial Advisor

to step into a significant long-term role.

This is

not

a build-a-book-from-scratch role. You’ll work directly alongside an experienced Executive Director through a structured 6–12 month transition, build trusted relationships with an established client base, and progressively take ownership of client households.

What Makes This Opportunity Stand Out

Established Client Base:

Inherit and service high-net-worth client relationships—no cold prospecting or self-funded books required.

Aggressive Compensation:

$120K–$135K base salary

(flexible depending on experience) + up to

$20K sign-on bonus

for top candidates.

Growth Incentive:

Multi-year bonus structure tied to organic AUM acquisition.

Hybrid Schedule:

3 days in-office / 2 days WFH, plus an early exit every

Friday at 3:00 PM

.

Clear Career Path:

Direct track to evolve from service advisor $\rightarrow$ lead Wealth Manager.

Fiduciary Culture:

Focus on holistic planning (e.g., MoneyGuidePro/Advyzon) and client guidance over aggressive product sales quotas.

What We're Looking For

We’re open to both established advisors and high-potential junior advisors who have a solid foundation and are ready to take the next step. You don't need to be a heavy rainmaker—we’re looking for someone proactive, coachable, relationship-driven, and motivated to learn.

Active Series 65 or Series 66

(Required).

2+ years

of hands-on client-facing wealth management, financial planning, or investment advisory experience.

Strong financial planning capabilities and client relationship management skills.

Ability to commute to

Olympia, WA

for the hybrid schedule (3 days on-site / 2 days remote).

Working Conditions &

Benefits

Hours:

Mon–Thu: 8:00 AM–5:00 PM | Fri: 8:00 AM–3:00 PM (Hybrid)

401(k) with company match

Comprehensive Health, Dental & Vision coverage

Generous PTO, sick leave, and company-provided life insurance

Supportive, non-competitive culture where mistakes are treated as learning opportunities

If you’re ready for more ownership, long-term growth, and a team that will actively invest in your career, apply now or send a direct message for a confidential conversation!

Company	Talent Harbor
Location	Olympia, Washington
Type	FULL TIME
Niche	Finance professionals

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Associate Financial Advisor

Job Description

Benefits