Weatlh Advisor/Financial Planner

North Ridge is a boutique wealth management firm in the Pacific Northwest, and we’re looking for the right person, an experienced financial planner, to join our team. Helping people live more abundantly—our clients and our team—that’s our “why.”

North Ridge is not your run-of-the-mill, stuffy financial advisory firm. Suits, ties, and pantsuits have no place here. Authenticity is what we value, as is creative and independent thinking. What else sets us apart? Our high-touch, low client-to-advisor ratio, leading-edge technology stack, and rigorous, science-backed approach to investing.

We also believe in living a story worth telling, and you cannot do that chained to a desk working long hours. Life should be an adventure, so we offer unlimited vacation and close the office early on Fridays to encourage our people to get outside and explore, recharge, and get inspired.

Ready to join a team of fellow adventurers in leading clients on their own Guided Financial Expedition?

Duties & Responsibilities

The Wealth Advisor is an essential member of a three-person team that serves clients by implementing financial planning and investment management strategies. We are looking for a person who thrives in a team environment and can think creatively and independently to serve clients better.

Wealth Advisor responsibilities include the following:

• Prepare presentations for clients and prospective clients
• Meet with clients, prospective clients, and professional partners
• Facilitate client meetings and communications
• Analyze financial details for planning opportunities
• Develop financial plans with “what-if” scenarios and recommendations
• Draft investment policy statements
• Manage client portfolios (trading, rebalancing, analysis, etc.)
• Conduct investment and financial planning research projects as needed
• Engage with the community to develop partner relationships and new business opportunities
• Perform other duties as required for the benefit of clients or the firm

Qualifications

For the Wealth Advisor role, we typically look for someone with the following qualifications:

• 5-10 years of business experience, preferably in the financial services industry
• CFP®, ChFC®, CFA, CPA, or JD preferred
• Problem solver and critical thinker who can develop creative solutions to serve clients better
• Great communicator who can engage with clients, prospective clients, and professional partners
• Avid adventurer/outdoor enthusiast who can build brand awareness in the active lifestyle space

Salary & Benefits

Our goal is to reward our team with an outstanding benefits package, which includes:

• Great Salary
• Team Bonus Pool
• 401k w/ Match
• Profit-Sharing
• Unlimited Vacation
• Market Holidays
• Off at Market Close on Fridays
• Hybrid Work (optional)
• CE/Credential Reimbursement
• Health Insurance
• Massages
• Gym Membership
• Volunteer Days
• Coaching
• Life-Work Balance
• Sabbaticals (coming)

How to Apply

If North Ridge sounds like the kind of team you would like to join, please send us a resume and cover letter, and anything else you think might be helpful for us to know about you, and we will contact you if we feel your qualifications are a good match for our needs. Thank you!

Learn more about North Ridge

Check us out at nrwadvisors.com.