Associate Wealth Advisor

Our client is a growing, independent registered investment advisory (RIA) firm in the Seattle area that builds long-term 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 early in their advisory career who wants hands-on mentorship, direct client exposure, and a clear path toward becoming a lead advisor — at a firm small enough that your contributions are visible and valued.

Key Responsibilities

• Support senior advisors in servicing an established client base, including meeting prep, follow-up, and ongoing communication
• Assist with financial plan development and investment reviews
• Begin building your own relationships with prospective clients through networking, referrals, and community involvement
• Help maintain accurate client records and data across planning and CRM systems
• Participate in internal projects and firm initiatives as the team grows
• Represent the firm's values and client-first culture in every interaction

Qualifications

• Bachelor's degree required
• Series 65 (or willingness to obtain)
• 1+ year of experience in Wealth Management firm or RIA setting, ideally as a Financial Advisor
• CFP certification, or actively working toward it, is a plus
• Comfortable with tools like Microsoft Office, CRM software, and financial planning platforms
• Strong written and verbal communication skills
• A genuine interest in helping people and building long-term relationships
• High emotional intelligence and a collaborative, team-first attitude
• Entrepreneurial mindset — comfortable growing with a small, ambitious firm