Associate Wealth Manager

As an Associate Wealth Manager , you will support all aspects of the client relationship and sales efforts. You will work closely with the senior members of your team to maintain a fast pace and solve any issues that arise. This is a critical role on the team, relied upon to manage up and down the organization. This work will involve:

Responsibilities

• Contribute to the preparation of client quarterly reports
• Creates meeting agenda and prepares material
• Client and professional partners' requests for information and actions
• Minor research knowledge to answer the client’s fundamental questions
• Support all elements of the wealth manager’s sales efforts
• Occasionally stand in for a wealth manager to handle client inquiries and meetings
• Lead problem-solving efforts
• Play the role of project manager, overseeing the planning as well as execution of high level client projects or tasks, especially those that involve both the Wealth Manager and/or the CSA to avoid anything ‘falling through the cracks’ and ensure it is completed on time.

Qualifications and Skills

• Reliable and conscientious —trustworthy and accountable
• Strong client relationship skills, listening, relatability, and communication
• Prioritize tasks and manage/communicate expectations
• Excellent communication skills, both internally and externally
• Internal processes are carefully followed
• Understand and communicate Badgley investment philosophies
• Ability to play the role of gatekeeper and/or project manager. Must be able to identify what tasks or questions are best completed/answered by the WM and CSA, and delegate accordingly, and oversee execution.

We are a salaried position with incentive compensation and an annual bonus opportunity. The salary range for this position is $85,000 to $120,000, and there is also a notable annual bonus program.

Benefits

• Generous and comprehensive health insurance program.
• Life and long-term disability insurance.
• A generous Paid Time Off/Paid Sick Leave Policy.
• 401(k) plan with a 3% employer match.
• New business incentive compensation program.
• We offer eleven (11) paid holidays and a personal day floating holiday.

About Badgley Phelps

Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself through its distinctive approach. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. Our base in Seattle, Washington, is the hub for our independent and unbiased investment advisory services, catering to high-networth individuals, families, and institutions. Our team thrives in a collaborative environment dedicated to improving our clients' financial lives.

We are a team-based, safe, and positive work environment where employees are encouraged to take on new responsibilities and accept new challenges.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Management