Company Description
Konvex Wealth is dedicated to helping families and small business owners achieve clarity, confidence, and comfort in their financial journeys. We provide expert guidance to navigate life's uncertainties and enable financial success. Our focus is on building customized wealth management strategies to meet the unique goals and aspirations of each client. At Konvex Wealth, we are committed to delivering personalized solutions and fostering long-lasting relationships.
Role Description
This is a full time, on site position located in Gig Harbor, WA. This role is ideal for an advisor who is relationship driven, growth minded, and committed to delivering an exceptional client experience. The right candidate will bring an existing book of business and a desire to expand within a collaborative, high-performing environment.
Key Responsibilities
- Gather detailed financial information to deeply understand clients’ needs, priorities, and concerns
- Develop personalized, comprehensive strategies aligned with clients’ long-term goals
- Meet with clients regularly to track progress, uncover additional assets, address emerging concerns, and adjust strategies as needed
- Research portfolio performance, fees, asset allocation, and investment changes; present recommendations to clients
- Counsel clients on appropriate investment advisory services and insurance solutions
- Conduct research and due diligence to support suitable investment recommendations
- Collaborate with senior advisors and the branch team to support business planning and growth initiatives
- Cultivate relationships within the community to generate referrals and new business
What We’re Looking For
- Professional presence with strong verbal and written communication skills
- High attention to detail and commitment to accuracy
- Strong ethical standards and ability to maintain confidentiality
- Relationship-driven with a client-first mindset
- Self-motivated and growth-oriented
- Collaborative team player with an entrepreneurial spirit
Preferred Qualifications
- Existing book of business
- Series 65
- WA State Life & Health insurance license
- Financial services experience
Compensation & Benefits
- Salary range: $70,000 – $125,000 DOE
- Performance-based incentive opportunities
- Unlimited paid time off
- Health and dental benefits
- 401(k) plan
- Professional development support
Background verification and registration requirements apply in accordance with industry regulations.
Pay: $70,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
