Please ensure Javascript is enabled for purposes of website accessibility

It s time to take a PROACTIVE APPROACH to your CAREER.

Make your next career move now.

It s the truth, many jobs are filled before they are even posted. This is the case of who you know, not what you know. If you choose to partner with us, you re in luck because we know many hiring managers and have inside tracks with potential employers due to our many years of recruiting experience.

Let s get to know each other. Whether you reach out to us directly or you ve been referred to us by one of our satisfied candidates or employer-clients, we take the time to get to know you.

After you send us your resume, we ll ask you to come to our office for a proper meeting. We want to get to know you and understand your personality as well as get an idea of your work habits and preferences. This is a vital part of our interviewing process that helps us connect you with companies that are a good fit and vice versa.

We fill full-time and part-time positions and everything in between.

If working full-time doesn t fit with your schedule, you might be right for a variety of other positions that we help fill.

  • Part-time
  • Full-time
  • Contract
  • Permanent
  • Contract-to-Permanent
  • Consulting

We offer amazing benefits for our contract & temp-to-hire employees.

We recognize the hard work and dedication of temporary employees who are on assignment through Boutique Recruiting. Click here to see what type of benefits you may be eligible for.

  • Part-time
  • Full-time
  • Contract
  • Permanent
  • Contract-to-Permanent
  • Consulting

Wealth Management Associate Advisor - HNW

Bellevue, WA

Posted: 01/17/2025 Employment Type: Direct Hire Category: Finance Job Number: a0CUm00000IhkmZMAR Location Requirements: null Industry: Financial Services

Job Description

Onsite

A fast-growing boutique financial services firm in Bellevue, WA, is seeking an Associate Advisor to join their team. This role is essential in delivering exceptional financial planning services to high-net-worth clients, collaborating with advisors, and managing client documentation and account administration. The Associate Advisor will support the firm's mission of guiding clients through complex life transitions by providing tailored, thoughtful solutions. This is an on-site position, ideal for someone with a passion for financial planning and a strong desire to grow within the industry.

Pay Range: $110,000 - $130,000 / year DOE

Associate Advisor Responsibilities:

  • Collaborate with Advisors to serve high-net-worth client families
  • Participate in client meetings and assist with meeting preparation and follow-up
  • Work with clients' external advisors to facilitate planning projects
  • Prepare financial modeling inputs and conduct tax, estate, insurance, and portfolio analysis
  • Manage client onboarding, data organization, and CRM maintenance
  • Execute daily client account administration, including money movements
  • Serve as the primary liaison with custodians
  • Draft and finalize executive summaries and other client-facing materials
  • Tackle ad hoc projects and support firm operations as needed

Associate Advisor Requirements:

  • Bachelor's degree or substantial financial services experience
  • Series 65 license (or equivalent) or ability to obtain upon hire
  • Minimum of 2 years of direct associate advisor experience
  • CFP designation or expected to obtain it within a few months
  • Proficiency in Microsoft Office
  • Strong attention to detail, independence, and emotional intelligence
  • A go-getter attitude with a commitment to learning and growing in the financial planning field

Benefits:

  • Competitive salary with a team performance bonus
  • Medical, dental, and vision insurance
  • $50 monthly tech stipend
  • Generous PTO
  • Discounted long-term care insurance.
  • 401(k) plan with discretionary profit sharing
  • Supportive, entrepreneurial culture with opportunities for professional development and growth

Apply now!

#LI-KL1

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About Bellevue, WA

Discover exciting job opportunities in the vibrant Bellevue, Washington area today! Nestled in the heart of the Pacific Northwest, Bellevue offers a perfect blend of urban sophistication and natural beauty. From the stunning views of Lake Washington and the Cascade Mountains to the bustling downtown area with its upscale shops and delightful eateries, Bellevue has something for everyone. Explore the Bellevue Arts Museum, catch a show at the Meydenbauer Center, or cheer on the Seattle Seahawks at the nearby Lumen Field. With top-rated schools, abundant outdoor recreational activities at Bellevue Downtown Park, and a thriving tech industry, Bellevue presents endless possibilities for professional growth and success. Begin your career journey in this dynamic and charming city - browse our job listings now and unlock your potential in Bellevue, Washington!
Boutique Recruiting

5-Star Reviews from Our Candidates