Wealth Manager for a partner-track position

Location
Redmond, WA
Salary
Compensation negotiable based upon experience and qualifications
Posted
25 Jan 2022
Closes
24 Feb 2022
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

Redmond, Washington based Registered Investment Adviser firm seeks a qualified Financial Adviser for a partner-track position.

Personal Investment Management, Inc. (hereafter “PIM”) is an independent, fee-only RIA. The firm was registered in 1984 and has been serving clients for over 37 years.  As of the most recent year-end, PIM has regulatory assets under management of over $500MM and serves 450 client households.

This is a partner-track position for the right candidate. PIM seeks a high-level financial adviser professional with the desire, skills and qualifications to become a next generation leader and equity partner. 

PIM seeks a professional Financial Adviser to perform the following functions:

  • Provide ongoing, expert financial counsel to a growing number of PIM clients.
  • Develop new client relationships via: 1) referrals from existing clients, 2) prospective clients who come to the firm via its website or other marketing initiatives, 3) through her/ his own personal and professional networks and business development efforts.
  • Contribute to the investment management and financial planning processes, depending on particular areas of experience and qualifications.
  • Contribute experience and subject matter expertise to the firm’s monthly written client communications via technical writing and research.

Ideal candidates will have the following qualifications:

  • CFA Charterholder or Level III candidate.
  • 5-10 years of work experience with an RIA.
  • Desire to develop new client relationships.
  • Successful experience serving as lead financial advisor to a full complement of client households.
  • Desire to work within a team of like-minded fiduciary professionals.
  • High level critical thinking, listening and communications skills.
  • Experience with Tamarac, Morningstar Direct and MoneyGuide Pro software
  • Skilled technical researcher/ writer with published writing samples.
  • Seeking a leadership and ownership opportunity within 5-7 years.
  • Willingness to submit to a background check.
  • Relevant licensing (Series 65) or exemption (Series 7/66, CFA, etc).

Compensation negotiable based upon experience and qualifications.

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