Fiduciary Advisor

Fiduciary Financial Advisor

Location:

West Olympia, WA (Primary Office) with travel to our Lakewood satellite office, client events, and educational seminars throughout the South Puget Sound region.

Position Type:

Full-Time | In-Office

About Heart Financial Group

At Heart Financial Group, we believe financial planning is about far more than investments and returns. Our mission is to help individuals, families, and business owners create financial security, reduce unnecessary taxes, protect their legacy, and find peace and confidence about their future. Founded by Linda Jensen, a fiduciary advisor with more than 33 years of experience, Heart Financial Group provides holistic financial planning that integrates retirement income planning, investment management, estate planning, tax planning, insurance strategies, and business planning. We specialize in helping clients navigate the risks of retirement including longevity, inflation, stock market risk, sequence of returns risk, rising taxes, and legacy planning for a surviving spouse.

Our firm serves retirees, pre-retirees, business owners, physicians, and affluent families throughout Washington State and beyond. We are committed to educating clients and building long-term relationships based on trust, integrity, and exceptional service.

We are currently seeking a Financial Advisor / Wealth Manager who desires more than simply managing investments. The ideal candidate is someone who genuinely enjoys helping people, values relationships, thrives in a client-facing environment, and wants to grow professionally within a well-established and expanding fiduciary practice.

This role offers:

• Full back-office operational support
• Established seminar and digital lead-generation systems
• Ongoing mentorship and coaching
• Advanced planning resources through our RIA, Simplicity Wealth
• Significant long-term growth opportunities

This position is designed to closely mirror the client-facing responsibilities of our founder, Linda Jensen, and provides the opportunity to become a visible representative of Heart Financial Group through educational seminars, workshops, networking events, and exceptional client service.

Position Summary

As a Financial Advisor / Wealth Manager, you will serve as a fiduciary responsible for helping clients make informed financial decisions while developing and managing long-term client relationships.

You will work with business owners, retirees, and individuals to create comprehensive financial strategies that address retirement income, investment management, tax-efficient planning, estate planning, insurance solutions, and wealth preservation.

In addition to managing client relationships, you will actively engage with prospective clients generated through seminars, workshops, referrals, and digital marketing initiatives. You will guide prospects through the entire client process — from the initial introduction and discovery meeting through implementation and ongoing service.

This role is ideal for someone who:

• Enjoys educating and helping others
• Is comfortable speaking publicly
• Thrives in a relationship-driven environment
• Possesses strong communication and organizational skills
• Values professionalism, integrity, and fiduciary responsibility
• Wants to grow both personally and professionally

Key Responsibilities

1. Prospect-to-Client Relationship Management

We have an established lead-generation system designed to create opportunities through seminars, workshops, referrals, and digital marketing.

The advisor will work closely with prospective clients from the initial introduction through onboarding, implementation, and ongoing relationship management.

Responsibilities include:

• Conducting seminars and educational workshops
• Meeting with prospective and existing clients
• Guide prospective clients through onboarding, implementation, and ongoing
• relationship management.
• Delivering a smooth, professional, high-touch client experience

The ideal candidate must possess strong communication skills, attention to detail, and the ability to build trust and long-term relationships.

2. Relationship Management & Client Service

• Conduct annual and ongoing review meetings to evaluate portfolio performance, assess
• life changes, and realign financial goals.
• Educate and guide clients during periods of market volatility to help prevent emotional
• financial decisions.
• Deliver an exceptional onboarding and client service experience.
• Build long-term relationships that foster trust, client retention, and referrals.
• Proactively identify additional planning opportunities that may benefit clients and their
• families.

3. Holistic Financial Planning

Build and maintain comprehensive financial plans including:

• Retirement income planning
• Cash flow analysis
• Roth conversion analysis
• Tax-efficient strategies
• Risk management
• Estate planning coordination
• Legacy planning
• Analyze retirement risks including longevity, inflation, market volatility, sequence of
• returns risk, and tax exposure.
• Review existing insurance-only households to identify opportunities for broader planning
• and investment management services.
• Coordinate with outside professionals including CPAs, estate planning attorneys, and strategic partners when appropriate.

4. Investment Management & Research

• Analyze and review portfolio positioning to ensure alignment with client objectives and
• risk tolerance.
• Research investment opportunities across ETFs, stocks, bonds, fixed indexed annuities,
• alternative investments, and institutional money managers.
• Utilize advanced planning resources and research available through Simplicity Wealth
• and strategic partners.
• Maintain a disciplined fiduciary approach focused on long-term client outcomes.

5. Educational Seminars, Public Speaking & Business

Development

Linda Jensen has conducted educational seminars since 1997 and is passionate about mentoring advisors in both client communication and public presentation skills.

The advisor will:

• Participate in educational workshops and dinner seminars throughout the year
• Develop confidence as a presenter and educator
• Represent Heart Financial Group professionally within the community
• Build relationships through networking events and educational outreach
• Work with seminar and marketing-generated leads
• Analyze existing client relationships for additional planning opportunities
• Help maximize and protect clients’ assets and resources through comprehensive planning

This role requires occasional evening hours and local travel related to seminars, events, and client meetings.

6. Compliance & Operations

• Maintain the highest fiduciary, ethical, and professional standards.
• Ensure compliance with SEC and Washington State regulations.
• Maintain accurate documentation and records within the firm's CRM systems.
• Utilize technology platforms effectively to support client service and operational
• excellence.
• Follow established office systems and workflows designed to create efficiency and consistency.

Technology & Systems

The ideal candidate will be highly comfortable with technology and capable of efficiently navigating multiple software platforms.

We provide the following software systems:

• Redtail CRM
• Datadasher AI Notetaker
• Retirement Analyzer Software
• Indexalyzer Software
• FINCW – Financial Cloud Works
• Google Workspace
• Microsoft Office Suite

Our office has implemented streamlined systems for:

• Seminar management
• Client onboarding
• Ongoing service workflows
• RMD management
• Account implementation
• Client communications

The candidate must have a strong aptitude for learning technology and embracing systems and processes.

Success Metrics

Performance will be evaluated quarterly based upon:

• Assets brought in from both new and existing client relationships
• Client retention rates
• Conversion rates from seminars and marketing initiatives
• Utilization of multiple core services by existing households
• Contribution to educational seminars and community outreach
• Overall professionalism, client service, and relationship management

Qualifications

Required

• Minimum of 3 years of experience in wealth management, investment advisory, or
• comprehensive financial planning
• Active Series 65 License
• Active Life & Health Insurance License
• Strong relationship-building and communication skills
• Strong public speaking and presentation abilities
• High level of professionalism, integrity, and fiduciary responsibility
• Strong technology and computer proficiency

Preferred

• CFP®, ChFC®, CEPA®, or similar advanced planning designation
• Experience with seminar-based marketing systems
• Experience working with retirees, pre-retirees, and business owners
• Experience with holistic financial planning and retirement income strategies

Compensation & Benefits

Base Salary:

$60,000–$80,000 annually depending upon experience.

Performance-Based Compensation

This position offers a competitive base salary along with a production-based bonus structure designed to reward growth and performance.

In addition to the base salary, the advisor will be eligible for a quarterly bonus equal to 40% of the additional revenue generated beyond the cost of the base compensation.

This structure provides significant income potential for a motivated professional who is committed to client service, business development, relationship management, and long-term growth.

Benefits

• Two weeks paid vacation
• Paid Christmas/New Year holiday week
• Full back-office operational support
• Established seminar and digital lead-generation systems
• Ongoing mentorship and coaching
• Professional development opportunities
• Collaborative team environment
• Significant long-term growth opportunity within a growing fiduciary practice

Our Hiring Process

At Heart Financial Group, we believe technical qualifications are only part of what makes someone successful. We value integrity, communication, work ethic, professionalism, collaboration, and cultural fit.

Candidates selected to move forward in the interview process will complete Predictive Index

Behavioral and Cognitive Assessments to help us better understand communication styles, problem-solving abilities, and team dynamics.

Final Thoughts

At Heart Financial Group, financial advising is about more than managing money. It is about educating, serving, protecting, and helping people navigate important life decisions with confidence.

If you are passionate about helping people, enjoy building meaningful relationships, and want to grow within a highly respected fiduciary practice that values integrity, education, and servant leadership, we encourage you to apply.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• Paid time off

Experience:

• wealth management and investment advisory: 3 years (Required)
• comprehensive financial planning: 3 years (Required)

License/Certification:

• Active Series 65 License (Required)
• Active Life & Health Insurance License (Required)

Work Location: In person