Growing Bellevue Washington Wealth Management Firm delivering a unique set of comprehensive planning solutions that incorporate sophisticated tax strategies and fiduciary level investment advice to high-net-worth individuals, families and business owners seeks motivated team member.  Our firm enjoys a high level of client trust backed by an impressive 20+ year investment performance track record.   We provide staff with a platform to grow skills and enduring relationships that serve them throughout their career.

The Company: Our core values place the health & safety of staff & their families first! We strive to maintain a fun and energetic workplace.  We believe these values set the stage for strong relationships with our clients.  

• Our development of proprietary tax & financial planning tools over the past 30 years positions our firm as a leader—and is unique within the industry. 
• Our firm is small enough that you’ll make an impact and won’t get lost in the crowd.  You will also be challenged to grow by our experienced professional & administrative staff.

The Position: Investment Advisor. Pay range: $100K – $150K.

• We offer a competitive salary with a strong benefit package that includes performance bonuses, medical coverage, 401(k) & Profit-Sharing Plan, Cafeteria plan benefits, paid professional memberships and ongoing training.
• All staff enjoy flexible work schedules and paid time off at the staff’s discretion. Experienced staff work remotely when projects accommodate.

Responsibilities: You will be working with clients to provide advice on investment management, cash flows, and retirement planning strategies. Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans. You will support client acquisition & follow-up on new client leads as well as overseeing, mentoring, and training other staff. 

The Location: Moser Wealth Advisors is based in Bellevue, WA where I-405 crosses I-520. This is a great location, we are in close proximity to downtown, but just far enough away that you won’t be inconvenienced during rush hour & parking is free.  

Why Should You Apply?

• Opportunity to join a skilled technical team with unlimited growth opportunity in a challenging, dynamic environment.
• Make a difference. Our team is committed to our clients, our communities, and each other.
• We drive strategy through innovation. We do honorable work, and we live our core beliefs
• Remote work available upon demonstration and understanding of firm processes and ability to hit production targets.
• Lifestyle, great benefits & reasonable hours.
• Small-office atmosphere

Requirements:

• 5-10 years experience in investment management with quality references.
• CFP, CFA, MBA in Finance or equivalent professional designations
• Licensed as an investment advisor representative (RIA)
• Strong written and verbal communication skills
• Ability to think outside the box to solve complex problems
• Solid planning credentials or history of supporting skilled advisors, MS Excel skills essential
• Experience managing client relationships in a fiduciary fee-only environment preferred
• Ability to work in a team setting to obtain results within project deadlines
• Commitment to continuous improvement of technical skills
• Public Accounting experience a plus