The Well
On behalf of our client, one of the nation’s fastest-growing RIAs, we’re seeking a
Service Advisor
to join their expanding team in
Spokane, WA .
Base Pay Range $85,000.00/yr - $110,000.00/yr
Additional Compensation Types
Annual Bonus
Why Join?
Award-winning culture
– Recognized as a top RIA firm
Rapid growth & stability
– 48 offices nationwide, 300+ employees, and consistently named to the
Inc. 5000 list
Client-first approach
– Deliver comprehensive financial planning and build deep, lasting client relationships
Career development
– A servant‑leadership culture that invests in your long‑term success
What You’ll Do
Serve as the
primary advisor
for a growing book of client relationships
Deliver advice across
investment planning, tax planning, estate/legacy planning, insurance, education funding, and more
Conduct client reviews, interpret financial data, and proactively adjust strategies to meet evolving goals
Collaborate with a
supportive advisory team
while building referral‑based growth
What You Bring
Bachelor’s degree in Finance/related field
5+ years of wealth management or client service experience
Strong financial planning expertise and
exceptional communication skills
Benefits
Comprehensive health, dental, and vision insurance
401(k) with company match
…and more
On-site in WA
with hybrid flexibility after 6 months
If you’re ready to grow with an award‑winning firm and make a lasting impact on clients’ financial futures, let’s connect!
Seniority Level Associate
Employment Type Full-time
Job Function Finance
Industries Financial Services and Investment Management
#J-18808-Ljbffr
Service Advisor
to join their expanding team in
Spokane, WA .
Base Pay Range $85,000.00/yr - $110,000.00/yr
Additional Compensation Types
Annual Bonus
Why Join?
Award-winning culture
– Recognized as a top RIA firm
Rapid growth & stability
– 48 offices nationwide, 300+ employees, and consistently named to the
Inc. 5000 list
Client-first approach
– Deliver comprehensive financial planning and build deep, lasting client relationships
Career development
– A servant‑leadership culture that invests in your long‑term success
What You’ll Do
Serve as the
primary advisor
for a growing book of client relationships
Deliver advice across
investment planning, tax planning, estate/legacy planning, insurance, education funding, and more
Conduct client reviews, interpret financial data, and proactively adjust strategies to meet evolving goals
Collaborate with a
supportive advisory team
while building referral‑based growth
What You Bring
Bachelor’s degree in Finance/related field
5+ years of wealth management or client service experience
Strong financial planning expertise and
exceptional communication skills
Benefits
Comprehensive health, dental, and vision insurance
401(k) with company match
…and more
On-site in WA
with hybrid flexibility after 6 months
If you’re ready to grow with an award‑winning firm and make a lasting impact on clients’ financial futures, let’s connect!
Seniority Level Associate
Employment Type Full-time
Job Function Finance
Industries Financial Services and Investment Management
#J-18808-Ljbffr