Associate Wealth Advisor
Full-time
International Search Consultants
Associate Advisor
Seattle, WA
On-site
ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.
Our client is seeking an Associate Advisor to support the delivery of high-touch, family office-level service to sophisticated clients. Working alongside Advisors and Senior Advisors, this individual will play a key role in financial planning, investment analysis, client meeting preparation, and ongoing relationship management.
This position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. This is an exceptional opportunity for an ambitious wealth management professional seeking direct client exposure and a clear path toward becoming a trusted advisor.
Responsibilities
- Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients.
- Assist with financial planning, investment analysis, and portfolio reviews.
- Analyze client holdings, investments, and forecasting scenarios.
- Conduct investment research on markets, asset classes, and securities.
- Evaluate portfolio allocations and investment strategies.
- Execute investment programs and place trades under senior advisor direction.
- Prepare customized reports, client presentations, and investment analyses.
- Support estate planning and wealth transfer discussions through presentation development and analysis.
- Maintain current knowledge of investment markets, industry trends, and financial planning strategies.
Qualifications
- 3+ years of experience supporting ultra-high-net-worth clients within wealth management, private wealth, family office, or investment advisory environments.
- Bachelor's degree required.
- Progress toward CFP®, CFA®, CIMA®, CAIA®, or similar professional designation preferred.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent written and verbal communication abilities.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
- Ability to quickly learn and utilize financial planning, portfolio reporting, CRM, and data analytics systems.
- Highly organized with exceptional attention to detail and a client-first mindset.
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor in Seattle, WA vacancy
- The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior...SuggestedFull time
LPL Financial
Bellevue, WA3 days ago - ...relationships with clients through thoughtful, personalized investment management and financial planning. They're looking for a Junior Wealth Advisor to support client service and begin developing their own book of business over time. This is a great opportunity for someone...SuggestedFull timeWork at office
JCW Group
Bellevue, WA3 days ago $80k
...Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management...SuggestedFull timeImmediate start- Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to high-net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships...Suggested
- JCW Group is seeking an Associate Advisor in Bellevue, WA to grow a client book through in-house warm referrals and COI introductions. You will educate clients on investments and wealth management, then guide planning needs like wills and trusts while building long-term...Suggested
- ...track record of promoting from within. They're looking to add Associate Advisors to help convert this referral pipeline into long-term client... ...educational conversations with clients around investments and wealth management opportunities Guide clients through financial...Full time
JCW Group
Seattle, WA4 days ago $80k
...Company Seattle Corporate Search is recruiting a Financial Advisor for a confidential, rapidly growing, fee-only Registered Investment... ..., WA. The firm provides comprehensive financial planning and wealth management services with a strong focus on helping pre-retirees...Full timeSeattle Corporate Search
Bellevue, WA3 days ago- ...Established, rapidly growing RIA fee-only firm in Bellevue, WA seeks an associate advisor to help provide unsurpassed service to existing clients of Mainsail Financial Group. We focus on being a guiding force for change in our industry and empowering our community to make...Full time
Mainsail Financial Group
Bellevue, WA4 days ago - People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
Modern Woodmen
Seattle, WA3 days ago - ...term life insurance. Expense‑paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer. Senior level Associate Employment type Full-time Job function Finance, Business Development, and Sales Industries Financial Services, Insurance, and...Full timeLocal area
Modern Woodmen
Bellevue, WA4 days ago - ...Job Overview The Advisor of the Investor Solutions Team is part of a corporate employee advisory team that provides investment solutions to mass affluent investors. The role involves delivering financial advice, conducting reviews with clients over the phone, and helping...Work at office
Lpl Financial Holdings
Seattle, WA4 days ago - ...PA0137 Bridgeville, PA0224 Washington, PA0258 Bellevue, PA0273 Cranberry Township Job Description The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with...Work experience placementWork at office
Northwest Bank
Bellevue, WA5 days ago $77k - $202k
...Finance Consulting team, you will lead the design and implementation of transformative finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating the...Full timeH1bPwC
Seattle, WA11 hours ago$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Finance Transformation - Anaplan Consultant, Senior Associate, you will collaborate with CEOs, CFOs, controllers, and treasurers to optimize finance functions and enhance their contribution to...Full timeH1bPwC
Seattle, WA2 days ago$80k
...Company \n Seattle Corporate Search is recruiting a Financial Advisor for a confidential, rapidly growing, fee-only Registered... ...Bellevue, WA. The firm provides comprehensive financial planning and wealth management services with a strong focus on helping pre-retirees...Full timeSeattle Corporate Search
Bellevue, WA4 days ago$100k - $125k
...Job Description Job Description The Opportunity Allegiance Wealth Management is seeking a relationship-oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role is designed for an advisor...Private practiceWork at officeJambalaya Group
Bellevue, WAa month ago$40k - $70k
...employment opportunity at TruStage located at Kohler Credit Union in Kohler, WI would allow you to join Kohler Credit Union as an Associate Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL...Local area- First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor to support and grow an existing book of business in Bellevue, WA. You will assist members with information, products, and procedures to implement an investment program and work with clients...Work at office
$80k - $100k
Description The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing... ...3 years’ client-facing experience in the investment or wealth management field, including experience in a consultative service...Work experience placementWork at office- Bryn Mawr Trust, a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors to deliver planning and investment solutions to mass affluent clients. This role conducts client discovery conversations, identifies financial needs, and develops needs-based...
- Allegiance Wealth Management seeks an Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. You will translate complex financial information into clear guidance and build trusted, long-term client relationships. You...Private practice
- Kohler Credit Union in Kohler, WI, and TruStage offer an Associate Financial Advisor role connected to LPL Financial. This position works with a top advisor to serve members with financial solutions, using LPL's technology and a broad array of investment products. Licensing...
$77.39k - $127.14k
...WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning... ...institutional clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver...Work at officeFlexible hours$75k - $83k
...experience and qualifications. We are seeking a Senior Associate Financial Planner for our wealth management firm in our Bellevue, WA, Office.... ...business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for...Full timeWork at officeMainspring Wealth Advisors LLC
Bellevue, WA26 days ago- ...Job Description Judson Group is proud to partner with a growing, multi-office wealth advisory practice serving high-net-worth individuals and families in the search for a Wealth Advisor . The firm takes a holistic approach to wealth management, helping clients...Work at officeRemote work
Judson Group
Bellevue, WA2 days ago - ...Family Wealth Advisor Seattle, WA Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations...Full timeTemporary workWork at office
Next Level Recruiting, LLC
Seattle, WA3 days ago - ...thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution,...Full timeWork at office
The Charles Schwab Corporation
Bellevue, WA3 days ago $157.23k - $192.17k
...you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Full timeWork experience placementLocal area3 days per weekUS Bank
Bellevue, WA3 days ago$89.59k - $197.46k
...that inspires excellence, delivers meaningful impact, and empowers you to shape your own future.KPMG is currently seeking a Senior Associate, Credit Specialist to join our Audit practice.Responsibilities:Execute the day-to-day activities of credit specialist component of...H1bLocal areaKPMG
Seattle, WA2 days ago- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...Full timeWork at office
The Charles Schwab Corporation
Bellevue, WA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Wealth Advisor. Be the first to apply!
Related searches
- center associate Seattle, WA
- guest experience associate Seattle, WA
- senior associate attorney Seattle, WA
- social impact associate Seattle, WA
- part time associate Seattle, WA
- mental health associate Seattle, WA
- international program associate Seattle, WA
- associate professional Seattle, WA
- floor associate Seattle, WA
- team associated Seattle, WA