Associate Financial Advisor

$130k - $150k

Full-time

The Well

Washington DC

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.

Apply

Vacancy posted 2 days ago

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