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Associate Advisor

Bellevue, WA 98004

Posted: 09/16/2023 Employment Type: Permanent Category: Finance Job Number: 21148 Pay Range: $80,000 - $120,000 DOE

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

  • 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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