Miracle Mile Advisors
Mass Affluent Advisor
Miracle Mile Advisors, Seattle, Washington, us, 98127
A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint.Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.We are currently looking for a
Mass Affluent
Client Advisor
to join our dynamic team in our
Seattle , WA office. Our platform offers multiple avenues of growth
. The best fit candidate will enthusiastically help us stay ahead by embracing technology and providing excellent client service and holistic financial planning.
At Miracle Mile Advisors, you will be provided with the opportunity to advise clients in a conflict-free and meaningful way, with access to professionally developed marketing resources, and a compelling compensation structure.Job ResponsibilitiesResponsible for the direct management and oversight of 150+ client householdsPartner with existing Senior Client Advisor(s) to support and transition smaller established client relationshipsIdentification and documentation of client’s unique goals and multi-faceted objectives, spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary servicesEvaluate, implement, and manage investment solutions to meet client goals and objectivesCoordinate with clients’ outside advisors, including CPA and attorneys, to facilitate a client’s holistic wealth planAbility to answer time sensitive client requests effectivelyConduct quarterly client meetings to review and present quarterly investment results, evaluate new opportunities, and adjust client objectivesDevelop new and manage existing referral relationships to source new clientsDesired Skills and ExperienceBachelor’s Degree or higherSeries 65 requiredCFP Designation or other industry designation preferred. Must be willing to pursue designation aggressively, if not already achievedMinimum 3-5 years in financial advisory services or investment management role with demonstrated ability to manage client relationships and build a book of businessExperience with eMoney, SalesForce, Black DiamondProficiency in Microsoft Word, Excel, PowerPoint, and OutlookExcellent communication, listening, and relationship-building skillsProactive, self-motivated approachStrong compliance recordHighly motivated, the affinity towards a self-starting work environment, and a sense of humorWhy Work at Miracle Mile Advisors?We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing businessOur world-class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much moreWe built our firm to put our clients’ best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutionsIn addition to being part of a fast-paced, entrepreneurial environment, Miracle Mile provides the following benefits:Competitive compensation structure401(k) PlanEmployer health savings accountMedical & vision insuranceContinuing education supportMiracle Mile is passionate about our people. We invest a ton of time, energy, and resources in our people and they are genuinely excited to call Miracle Mile home
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Mass Affluent
Client Advisor
to join our dynamic team in our
Seattle , WA office. Our platform offers multiple avenues of growth
. The best fit candidate will enthusiastically help us stay ahead by embracing technology and providing excellent client service and holistic financial planning.
At Miracle Mile Advisors, you will be provided with the opportunity to advise clients in a conflict-free and meaningful way, with access to professionally developed marketing resources, and a compelling compensation structure.Job ResponsibilitiesResponsible for the direct management and oversight of 150+ client householdsPartner with existing Senior Client Advisor(s) to support and transition smaller established client relationshipsIdentification and documentation of client’s unique goals and multi-faceted objectives, spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary servicesEvaluate, implement, and manage investment solutions to meet client goals and objectivesCoordinate with clients’ outside advisors, including CPA and attorneys, to facilitate a client’s holistic wealth planAbility to answer time sensitive client requests effectivelyConduct quarterly client meetings to review and present quarterly investment results, evaluate new opportunities, and adjust client objectivesDevelop new and manage existing referral relationships to source new clientsDesired Skills and ExperienceBachelor’s Degree or higherSeries 65 requiredCFP Designation or other industry designation preferred. Must be willing to pursue designation aggressively, if not already achievedMinimum 3-5 years in financial advisory services or investment management role with demonstrated ability to manage client relationships and build a book of businessExperience with eMoney, SalesForce, Black DiamondProficiency in Microsoft Word, Excel, PowerPoint, and OutlookExcellent communication, listening, and relationship-building skillsProactive, self-motivated approachStrong compliance recordHighly motivated, the affinity towards a self-starting work environment, and a sense of humorWhy Work at Miracle Mile Advisors?We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing businessOur world-class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much moreWe built our firm to put our clients’ best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutionsIn addition to being part of a fast-paced, entrepreneurial environment, Miracle Mile provides the following benefits:Competitive compensation structure401(k) PlanEmployer health savings accountMedical & vision insuranceContinuing education supportMiracle Mile is passionate about our people. We invest a ton of time, energy, and resources in our people and they are genuinely excited to call Miracle Mile home
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