Financial Advisor – Existing Client Planning & Service

About Leverage Planners Leverage Planners is a boutique retirement wealth management firm headquartered in Bellevue, WA. We help clients achieve lifelong financial security, clarity, and peace of mind through structured, safety-first planning. Our team operates on defined processes, collaboration, and a consistent client experience—not individual advisor silos.

Role Overview As an Existing Client Financial Advisor, you will: Serve as the primary planning advisor for assigned clients Lead annual and periodic review meetings using our structured planning framework Maintain and update client plans across income, portfolio, tax, healthcare, and estate planning areas Ensure recommendations are implemented accurately and on time, in coordination with internal team members and external partners Support junior team members, including mentoring Client Service Apprentices Independently manage account operations such as distributions, withdrawals, RMD processing, and beneficiary updates, under compliance guidance.

All client recommendations and actions are subject to RIA fiduciary standards and compliance review. Investment advice is provided only by appropriately licensed advisors.

Key Responsibilities

Client Planning & Relationship Management Serve as primary point of contact for assigned clients Lead annual and periodic review meetings using the firm’s structured planning framework Maintain and update client plans across: Income and distribution strategies Portfolio and asset allocation planning Tax-aware planning Healthcare and long-term care planning Estate planning coordination Client Risk Management & Insurance Identify insurance and income protection gaps Recommend life insurance, annuities, or long-term care solutions in compliance with licensing requirements Coordinate implementation with internal team and external partners Account Operations & Service Execution Independently manage account operations, including: Distributions and withdrawals Required Minimum Distributions (RMDs) Beneficiary updates Service recovery and issue resolution Maintain accurate records and workflow discipline across custodial, planning, and CRM systems Conduct client review meetings independently or with a lead advisor Collaboration & Mentorship Collaborate with Senior Advisors and Client Service team to ensure consistent plan execution Mentor and support junior staff, including Client Service Apprentices Client Education & Communication Contribute to client education through presentations, written content, or videos, subject to compliance approval Participate in compliance-approved firm content, including client education materials or videos Maintain proactive, clear communication with clients Compliance & Professional Standards Stay current on industry trends, RIA regulations, and fiduciary standards Ensure all actions, documentation, and recommendations comply with regulatory requirements and internal policies Investment advice is provided only by appropriately licensed advisors Required Experience & Competencies Candidates must demonstrate proficiency in the following tools, workflows, and systems: Schwab Advisor Center : Daily and independent use Financial Products & Operational Knowledge : Buffered ETFs, structured notes, private credit, private equity, fixed indexed annuities, whole life insurance, long-term care strategies (operational and client service responsibilities only; investment advice provided by licensed advisors) Planning Software : e.

Money for planning support and client-facing workflows; Holistiplan for tax-aware planning Data & Reporting : Excel and/or Google Sheets, including client tracking and internal reporting CRM Platforms : Hub. Spot or similar RIA Experience : 2–5 years in an RIA, hybrid RIA, or comparable fiduciary environment Qualifications Required Prior experience in financial advisory or client-facing planning role Strong knowledge of comprehensive financial planning Series 65 (or equivalent) license Life & Health insurance license (WA) Excellent interpersonal and communication skills Professional, approachable, and able to build trust with clients High attention to detail and follow-through Ability to work within a collaborative, process-driven advisory model Preferred CFP® or equivalent Retirement Specialist designation passed or in-progress Experience working with retirees or pre-retirees Familiarity with Insurance Industry Familiarity with RIA fiduciary environments Proficiency with financial planning software and CRM systems Compensation & Benefits Base Salary: $75,000 – $100,000, depending on experience Total Cash Compensation: $90,000 – $125,000, including discretionary performance-based bonus The upper end reflects strong client ownership, proactive client engagement, independent execution of client review meetings, and contribution to service excellence Medical & dental contributions 401(k) with employer match Paid holidays and PTO Professional development and licensing reimbursement Free parking and on-site fitness center Work Model & Location Location: Bellevue, WA (In-Person), Occasional travel to nearby offices (Renton and Mountlake Terrace) Schedule: Monday–Friday, 8:00am–5:00pm (flexible) Sponsorship: Not available Equal Opportunity Employer Leverage Planners is an equal opportunity employer and values diversity.

We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. How to Apply Submit your resume, cover letter, and a 2–3 minute video (Loom or selfie) answering: Why are you interested in a service-focused, existing-client advisory role (not sales-driven)?

How do you help anxious or uncertain clients feel confident in their financial plan? Describe your experience working within a defined planning process or framework. This is not a sales pitch; we want to understand how you communicate and approach client service. Salary $75,000 - $100,000 per year