Wealth Manager for a partner-track position

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.