Financial Advisor Existing Client Planning & Service

About Leverage Planners 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.

Role Overview 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, in coordination with internal team members and external partners

Support junior team members, including mentoring Client Service Apprentices 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.

Key Responsibilities Client Planning & Relationship Management Serve as primary point of contact for assigned clients

Lead annual and periodic review meetings using the firms 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

Client Risk Management & Insurance 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

Account Operations & Service Execution 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

Collaboration & Mentorship Collaborate with Senior Advisors and Client Service team to ensure consistent plan execution

Mentor and support junior staff, including Client Service Apprentices Client Education & Communication 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

Compliance & Professional Standards Stay current on industry trends, RIA regulations, and fiduciary standards

Ensure all actions, documentation, and recommendations comply with regulatory requirements and internal policies

Investment advice is provided only by appropriately licensed advisors

Required Experience & Competencies Candidates must demonstrate proficiency in the following tools, workflows, and systems:

Schwab Advisor Center:
Daily and independent use Financial Products & Operational Knowledge:
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)
Planning Software: eMoney for planning support and client-facing workflows;
Holistiplan for tax-aware planning

Data & Reporting:
Excel and/or Google Sheets, including client tracking and internal reporting

CRM Platforms:
Hub Spot, Salesforce, Redtail, Wealthbox, or similar

RIA

Experience:

25 years in an RIA, hybrid RIA, or comparable fiduciary environment

Qualifications Required Prior  experience in 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…