Financial Advisor – Existing Client Planning & Service

Leverage Planners•Bellevue, WA

9d•Onsite

About The Position

Leverage Planners is a boutique retirement wealth management firm headquartered in Bellevue, WA. We help clients achieve lifelong financial security, clarity, and peace of mind through structured, safety-first planning. Our team operates on defined processes, collaboration, and a consistent client experience—not individual advisor silos. As an Existing Client Financial Advisor, you will serve as the primary planning advisor for assigned clients, lead annual and periodic review meetings using our structured planning framework, maintain and update client plans across income, portfolio, tax, healthcare, and estate planning areas, ensure recommendations are implemented accurately and on time, and support junior team members, including mentoring Client Service Apprentices. You will also independently manage account operations such as distributions, withdrawals, RMD processing, and beneficiary updates, under compliance guidance. All client recommendations and actions are subject to RIA fiduciary standards and compliance review. Investment advice is provided only by appropriately licensed advisors.

Requirements

Proficiency in Schwab Advisor Center for daily and independent use
Knowledge of financial products and operational aspects: Buffered ETFs, structured notes, private credit, private equity, fixed indexed annuities, whole life insurance, long-term care strategies (operational and client service responsibilities only; investment advice provided by licensed advisors)
Proficiency with planning software: eMoney for planning support and client-facing workflows; Holistiplan for tax-aware planning
Proficiency with data and reporting tools: Excel and/or Google Sheets, including client tracking and internal reporting
Proficiency with CRM platforms: HubSpot or similar
2–5 years of experience in an RIA, hybrid RIA, or comparable fiduciary environment
Prior experience in a financial advisory or client-facing planning role
Strong knowledge of comprehensive financial planning
Series 65 (or equivalent) license
Life & Health insurance license (WA)
Excellent interpersonal and communication skills
Professional, approachable, and able to build trust with clients
High attention to detail and follow-through
Ability to work within a collaborative, process-driven advisory model

Nice To Haves

CFP® or equivalent Retirement Specialist designation passed or in-progress
Experience working with retirees or pre-retirees
Familiarity with Insurance Industry
Familiarity with RIA fiduciary environments
Proficiency with financial planning software and CRM systems

Responsibilities

Serve as primary point of contact for assigned clients
Lead annual and periodic review meetings using the firm’s structured planning framework
Maintain and update client plans across: Income and distribution strategies, Portfolio and asset allocation planning, Tax-aware planning, Healthcare and long-term care planning, Estate planning coordination
Identify insurance and income protection gaps
Recommend life insurance, annuities, or long-term care solutions in compliance with licensing requirements
Coordinate implementation with internal team and external partners
Independently manage account operations, including: Distributions and withdrawals, Required Minimum Distributions (RMDs), Beneficiary updates, Service recovery and issue resolution
Maintain accurate records and workflow discipline across custodial, planning, and CRM systems
Conduct client review meetings independently or with a lead advisor
Collaborate with Senior Advisors and Client Service team to ensure consistent plan execution
Mentor and support junior staff, including Client Service Apprentices
Contribute to client education through presentations, written content, or videos, subject to compliance approval
Participate in compliance-approved firm content, including client education materials or videos
Maintain proactive, clear communication with clients
Stay current on industry trends, RIA regulations, and fiduciary standards
Ensure all actions, documentation, and recommendations comply with regulatory requirements and internal policies