Senior Financial Advisor (CFP®)

TPM Placement is seeking a Senior Financial Advisor (CFP®) to support a portfolio of clients through comprehensive financial planning and investment management. This full-time role is based in Bellevue, WA with a hybrid schedule requiring 3 days in office per week, and it includes occasional travel to the firm’s New York City headquarters to support collaboration and team initiatives.

Role overview

In this position, you will take ownership of planning and investment management activities for a defined segment of clients, while maintaining an ongoing relationship cadence that reflects each client’s circumstances. You will also work closely with a local partner or senior advisor serving the firm’s PNW clients.

Key responsibilities

• Own the full scope of financial planning and investment management for assigned clients.
• Provide coordinated service to PNW clients alongside a local partner or senior advisor.
• Maintain client relationships by understanding individual circumstances, connections, and interests.
• Analyze client income and assets, and review or update financial situations on an ongoing basis.
• Develop and present financial planning recommendations and/or alternative approaches.
• Deliver proactive client service and collaborate with colleagues to support effective teamwork.
• Stay current on market trends, financial products, and regulatory changes.
• Collaborate with team members to improve service delivery and overall client satisfaction.
• Travel to the company’s New York City headquarters several times per year to support collaboration, strategic meetings, and team engagement.

Requirements

• CFP® required.
• Series 65 or willingness to obtain.
• Proven ability to build lasting, high-trust client relationships through exemplary client service.
• Strong analytical background in planning, analysis, research, or another technical discipline, with comfort engaging clients at a deeper level.
• Very team-oriented approach.
• Strong and adaptive technology abilities.
• Intellectual curiosity and a genuine interest in the business.
• Bachelor’s degree.
• 10+ years preferred; 7+ years considered with experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice, and making investment recommendations.

Compensation and location

• Location: Bellevue, WA (hybrid); 3 days in office per week.
• Salary: USD 200,000 - 250,000 per year.
• Commute requirement: Bellevue, WA 98004 (Required).

Benefits

• 401(k) and 401(k) matching
• Retirement plan
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off