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Associate Advisor
Bellevue, WA 98004 US
Job Description
A fast-growing boutique wealth management firm is actively seeking an Associate Advisor to join their team in Bellevue, WA! With a primary focus on client service, this role is to support the lead advisor with various tasks that include back-office assistance, client documentation and data organization. They are looking for a go-getter with at least 2 years of experience in a financial support role, who can help take ownership over their responsibilities and help problem solve. You can look forward to joining an entrepreneurial, tech-forward firm that offers a generous compensation package and has been recognized as one of the best places to work!
Pay Range: $80,000 - $120,000 DOE
Responsibilities:
- Provide exceptional client service and support, working closely with the Lead Advisor
- Assist in financial modeling, tax planning, client meetings, and account document preparation
- Educate clients on using online tools and reports
- Maintain client data, documentation, and CRM systems
- Contribute to a culture of excellent client service
- Prepare and finalize executive summaries
- Answer phone calls during business hours
- Meet established deadlines and collaborate effectively with the team
- Participate in other assigned projects and duties
- 2-4 years of experience in a support role within the financial industry
- Series 65 license or equivalent licenses
- Strong interest in pursuing a CFP (Certified Financial Planner) certification is a plus
- Proficiency in Microsoft Office
- Experience with financial systems (e.g., Schwab, Fidelity) is a plus
- Familiarity with CRM platforms (e.g., Juncture) is a plus
- 100% Medical, Dental and Vision coverage for employees
- 401K plan
- 3 weeks PTO
- Tech stipend
- Discounted LTC
Apply today!
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