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Associate Advisor
Bellevue, WA 98004 US
Job Description
An esteemed wealth advisory firm located in Bellevue, WA is seeking an Associate Advisor to provide support to their team of lead advisors. The firm offers investment and financial planning services for individuals and families, many of whom work in the tech industry as executives. They are looking for a certified financial planner with 3 years of experience working in an associate advisor role. The position offers a hybrid work schedule, with 1-2 days in-office and presents an excellent opportunity for growth and mentorship!
Pay Range: $90,000 - $120,000 DOE
Responsibilities:
- Support Lead Advisors
- Prepare for client meetings
- Follow up with clients
- Assist Lead Advisors with review prep for meetings
- Maintain communication with CPAs and estate planning attorneys
- Keep track of long-term multitasking items
- Manage tax items, insurance, estate planning, and other related matters for clients
- Communicate with the designated trader and Lead Advisors on all aspects of the job
- Attend prospect meetings to discuss the process and proposals
- Provide excellent customer service to clients
Requirements:
- 3+ years of experience as an Associate Advisor
- Bachelor’s degree in finance or related field is preferred
- Must have CFP
- CPA is preferred
- Experience with Salesforce CRM is preferred
Benefits:
- 100% health coverage for employees with HAS
- 401k with 4% match
- 15 days PTO
- 10 days PSL
- Hybrid
If you are interested in taking the next step in your career, apply now!
#INDACT #INDOPS #LI-POST #LI-HYBRID
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