Title: Senior Financial Advisor
At: Skyline Advisors in Bellingham, WA Status: Full Time
Date: June 1, 2024
About Skyline Advisors
Skyline Advisors is a Registered Investment Advisor that stands with our clients at the
intersection where wealth meets wisdom. We operate under the fiduciary standard of care and elevate
our clients’ interests above our own to form a long lasting advisor-client relationship, walking
with them through life’s opportunities and pitfalls with timely advice and proactive financial
planning. We are located in the highly desirable area of Bellingham, WA and have approximately $300
million in AUM. We currently have a B/D relationship but will soon be fee- only. We are growing and
seek a senior financial advisor to join our collaborative team.
Financial Advisor Position Summary
The Senior Financial Advisor has experience and skills to act as a primary advisor to clients. This
includes investments, advice, planning, and industry knowledge. They are looking for a fresh start
and opportunity to work with our existing clients and prospects, but also to generate new client
relationships through marketing and business development, and/or potentially transitioning your
current clients to Skyline Advisors.
Skills and Attributes
Skills and attributes that will contribute to success in this role include:
-Skilled communicator who enjoys personal interactions
-A natural curiosity of financial topics
-Shows good judgement, reliability, and trustworthiness
-Strong problem-solving capabilities and the ability to develop solutions to complex problems
-Exhibits professional poise, patience, understanding, and tact
-Fine attention to details, proactively accomplishing tasks to completion
-Excitement to grow professionally and personally
-Attuned to ways we can improve our services to our clients
Role
-The Senior Financial Advisor has technical analytical skills with real life planning experience to
help our clients grow generously
-Works with clients to assess their financial situation, identify their financial goals, and
develop a customized financial plan
-Monitor and review clients' financial plans regularly, making adjustments to ensure they stay on
track to achieve their goals
-Can perform retirement and tax planning, legacy/charitable planning, risk management, and estate
planning
-Knows investment principles, types of investments, portfolio management, financial theories, and
implementation thereof
-Has good knowledge of behavioral finance issues and how to coach a client
-Stays updated on the latest trends and developments in the financial industry and incorporate them
into your/our advice and practice
-Build and maintain strong relationships with clients that build trust
-Attracts new qualified prospective clients through networking in the community and marketing
efforts
-Collaborate with other financial professionals, such as accountants and attorneys, to provide
financial solutions for clients
-Learn and grow within our community, our profession, our team, and cultivate a passion to learn
how to better serve our clients
-Execute trades such as rebalancing and tax loss harvesting.
-Proficient with Word, Excel, Outlook and CRM. We use Orion Advisor Services, Redtail,
Moneyguidepro, Holistiplan, Sharepoint, and other vendor applications.
-Knowledge of service and operational duties that build a more comprehensive knowledge of the total
client experience
Qualifications
-Bachelor’s degree from a 4 year college or university
-4+ years of experience as a personal financial advisor/planner
-Degree in Business -Finance/Accounting/Economics preferred
-Series 65 license required within first 4 months of employment
-Certified Financial Planner™ or in progress. Other qualifications may be considered such as ChFC®,
CPA, or CFA.
Salary and benefits:
Paid vacation and sick days Paid family leave
Paid business trips Flexible working hours
401(k) with company match and potential profit sharing Insurance benefits to be discussed
Potential for ownership/partnership interest -We desire an Advisor who can be part of our internal
succession planning.
Base compensation of $100,000-$150,000 DOE. Potential revenue participation. Compensation is
determined by several factors such as experience, licenses/certifications, industry knowledge, and
the ability to bring clients with you subject to contractual release. We are part of Broker
Protocol.
To apply, please submit your resume and cover letter detailing your interest in this position with your relevant experience and your three most defining characteristics or attributes. We look forward to hearing from you!
To: Skyline Advisors
Job Submissions or by email to jobs@myskylineadvisor.com 405 32ⁿᵈ St., Ste 201
Bellingham, WA 98225
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Parental leave
Weekly schedule:
Work setting:
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Bellingham, WA 98225 (Preferred)
Ability to Relocate:
- Bellingham, WA 98225: Relocate before starting work (Required)
Work Location: In person