Associate Financial Advisor

Seattle Area | Remote with Local Client Meetings

Victorio Consulting is conducting a candidate search for their client, Willow Grove Advisors, a growing, fee-only independent wealth management firm headquartered in Berkeley, CA. They serve a sophisticated client base and are committed to fiduciary, client-first advice. They do not sell proprietary products. Their only incentive is delivering thoughtful, high-quality planning.

We are seeking an ambitious, detail-oriented Associate Financial Advisor based in the Seattle area who is on the CFP® pathway and committed to building a long-term career in comprehensive financial planning.

This role is ideal for someone who already has foundational planning experience and is ready to deepen client advisory skills under the mentorship of a Senior Wealth Advisor, with a clear path toward a full advisory role.

You will work closely with a Seattle-based Senior Wealth Advisor to support a defined group of clients and gradually expand your advisory capacity.

Core responsibilities include:

• Prepare and present comprehensive financial plans in eMoney
• Draft client meeting deliverables and planning analyses
• Attend client meetings and capture key recommendations and follow-ups
• Manage client data and workflows in Redtail and Orion
• Coordinate follow-through on client action items
• Support tax-aware planning strategies (Holistiplan experience a plus)
• Contribute to refining processes and client experience

You will not simply “support” planning — you will actively participate in client advisory work and develop toward independent client ownership.

Required:

• 2+ years of experience building and presenting financial plans
• CFP® candidate in progress, with expected completion within 12 months
• Strong written and verbal communication skills
• Experience with eMoney, Orion, and Redtail (or similar tools)
• Seattle-area residence with ability for local client meetings (10–15%)

Preferred:

• Experience in a fee-only or fiduciary advisory environment
• Exposure to tax planning software such as Holistiplan
• Strong organizational discipline and follow-through

This role is best suited for someone who:

• Thinks long-term about becoming a trusted advisor
• Is intellectually curious
• Seeks mentorship and professional growth
• Takes ownership and accountability

• Competitive base salary starting $90,000+, commensurate with experience
• Discretionary year-end bonus
• 401(k) with company match
• Employer-funded health benefits (HRA)
• Paid time off + holidays
• Reimbursement for CFP® exam, licensing, and continuing education
• Clear professional development pathway toward full advisory responsibility

This is a remote position for Seattle-based candidates, with occasional in-person client meetings and periodic team meetings in Berkeley, CA.

To apply, please reply to this post with your resume and cover letter to our hiring specialist, Ricci Victorio, MCC, at Victorio Consulting, who will be conducting initial interviews with selected candidates.

Please do not contact the firm directly.