Associate Financial Advisor

Job Title: Associate Wealth Manager

Location: Bellevue, WA (Hybrid – in-office Tuesdays & Wednesdays)

Employment Type: Full-Time

Salary Range: $130,000 – $150,000 annually (base, plus annual bonus)

Job Description:

Are you looking to advance your wealth management career at a firm that offers a collaborative culture and genuine work-life balance? This could be the right fit.

As an Associate Wealth Manager, you'll provide holistic wealth planning and guidance to high-net-worth client families — with a clear path toward becoming a Wealth Manager (advisor). You'll join a growing Bellevue-based team at an employee-owned, independently operated wealth management firm that's been serving affluent families and businesses since 1996.

Your Contributions Will Include:

Wealth Planning

• Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
• Contribute to the firm's Wealth Strategy Group body of knowledge and client communications

Client Relationships

• Develop and manage relationships with existing and new client families; initiate frequent communication, facilitate meetings, present information, and educate clients on various topics
• Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers)

Investment Management

• In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements

Business Development

• Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients

Required Experience & Skills:

• CFP® designation and 3+ years of experience independently producing and presenting financial plans
• 5+ years of wealth management experience, including client relationship management
• Proficiency with eMoney or MoneyGuide Pro
• Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
• Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems)
• Interest in acquiring and practicing business development skills
• Excellent communication and organizational skills

If this sounds like the kind of work you've been looking for, I'd love to connect.