Wealth Management Advisor Jobs in Washington

ABOUT WAYSTONE ADVISORS

Most financial firms are built around one finish line: age 65. Save enough, wait long enough, then maybe - if the market cooperates - you get to stop working.

We think that's a broken promise.

Waystone Advisors was founded in 2011 on a different belief: financial independence isn't a retirement date, it's a decision. We help high earners - doctors, pilots, tech professionals, entrepreneurs, real estate investors - build the kind of passive income that makes work optional years, sometimes decades, before 65.

As an independent firm registered directly with the SEC, we answer to our clients, not to a product shelf. That independence lets us bring alternative investments and real estate strategies in-house that most firms simply can't touch. The ultra-wealthy have had access to these tools for decades. We exist to change who gets them. We believe that Financial Independence should be accessible to everyone.

OUR MISSION

Don't put your money in money jail. Make sure it's working harder than you are.

That's not a tagline - it's how we make decisions every single day. Financial independence may be closer than most people think, and proving that to someone new is the best part of this work Every advisor at Waystone is on the front line of making that proof happen.

ABOUT THE ROLE

Most financial advisors spend their careers helping clients wait. Wait until 65. Wait until the market recovers. Wait until retirement feels "safe enough."

That's not what we do here.

As a Wealth Design Advisor at Waystone, you're not managing a book of business - you're redirecting lives. Every plan you build moves someone closer to the moment they realize work is optional. That's not a small thing. Most advisors never get to be part of that moment for their clients.

This role is for the advisor who already feels the tension between what traditional planning offers and what's actually possible. You've seen clients settle for a finish line that's decades away when the tools exist to get there so much sooner. You're tired of being limited by what a firm will let you offer.

At Waystone, you won't be. In your first 16 months, if you execute on what we'll build together, you'll have a growing client base, deep fluency in alternative investment strategies most advisors never touch, and a clear path toward senior advisor responsibility.

WHAT YOU’LL DO

• Build genuine relationships with prospective clients, designing personalized financial plans using Waystone’s non-traditional tools and strategies.
• Present and pitch financial plans with confidence, closing new client relationships.
• Own the onboarding process end-to-end, from the first meeting through the client becoming fully active.
• Serve as the primary contact for assigned prospective and existing clients, communicating regularly and sending correspondence within 24–48 hours of requests or meetings.
• Determine clients’ expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance; coordinate with Senior Advisors to design strategies and prepare financial summaries, performance reports, and quotes.
• Manage and regularly update client portfolios, oversee meeting preparation (agendas, presentations, portal reports), and maintain accurate CRM records and electronic client files.
• Generate new opportunities by proactively seeking referrals from existing clients.
• Embody Waystone’s five core values: Authenticity, Integrity, Innovation, Excellence, and Community.

WHAT YOU BRING

You hold an active Series 65 and Life & Health Insurance license - that's the baseline, not the differentiator. What actually sets you apart is that you've spent time inside traditional planning and felt the ceiling. You know what clients are leaving on the table when an advisor defaults to the standard playbook, and it bothers you.

You bring 2-5 years of experience in financial planning or a client-facing advisory role, but more importantly you bring genuine curiosity about what's possible beyond it. You're analytically sharp, detail-oriented when it matters, and the kind of person who follows up before being asked. Clients trust you not just because you know the numbers, but because you actually listen to what they're trying to build.

You don't need a script to have a great client conversation. You don't need a manager to tell you what's next. And you don't need a firm to hand you a template when a custom solution is clearly the right call.

TOP BENEFITS AND PERKS

As a team member at Waystone Advisors, you’ll enjoy:

• Full medical and dental benefits covered by the company.
• Unlimited vacation days, following successful completion of the 90-day training period.
• 12 paid holidays.
• SIMPLE IRA with a 2% company contribution.
• Career advancement and bonus opportunities - advisors who hit their 16-month milestones have a clear path to senior responsibility and expanded compensation.
• Primarily remote environment, with occasional travel for in-person company and team events. 

HOW TO APPLY

Send your resume and cover letter to lex@waystoneadvisors.com. But before you do, we have one ask.

In your cover letter, don't tell us about your credentials - we'll see those on your resume. Instead, tell us about a client or prospect you worked with where the standard playbook wasn't the right answer. What did you do differently, and what happened? If you've never had that moment, this probably isn't the right role. If you have, we want to hear every detail.

Three professional references required. We will call them.

Pay: $120,000.00 - $187,500.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Work Location: Hybrid remote in Redmond, WA 98053