Service Advisor Job at The Well, Spokane, WA

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  • The Well
  • Spokane, WA

Job Description

🚨 Now Hiring: Service Advisor | $85k - $100K base + bonus + benefits 🚨

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 .

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

  1. Serve as the primary advisor for a growing book of client relationships
  2. Deliver advice across investment planning, tax planning, estate/legacy planning, insurance, education funding, and more
  3. Conduct client reviews, interpret financial data, and proactively adjust strategies to meet evolving goals
  4. Collaborate with a supportive advisory team while building referral-based growth

What You Bring

  1. Bachelor’s degree in Finance/related field
  2. Active Series 65/66 license, CFP®, CFA®, ChFC®, or CIC (or willingness to obtain)
  3. 5+ years of wealth management or client service experience
  4. Strong financial planning expertise and exceptional communication skills

Compensation & Benefits

💰 $100K–$110K base + bonus

🩺 Comprehensive health, dental, and vision insurance

💼 401(k) with company match

⏱ PTO + paid holidays

…and more

📍 On-site in WA with hybrid flexibility after 6 months

ASAP hire

If you’re ready to grow with an award-winning firm and make a lasting impact on clients’ financial futures, let’s connect!

Job Tags

Immediate start,

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