Associate Advisor (Relationship Manager)
Overview
Our client is a thriving growth-oriented independent wealth management firm seeking an ambitious Associate Advisor (Relationship Manager) to join their collaborative advisory team in Bellevue Washington. This is an exceptional opportunity for an early-career financial professional who is eager to become a successful Financial Advisor without the uncertainty of building a client base from scratch. Instead you will inherit relationships within an established client segment, work alongside experienced Advisors, and receive hands-on mentorship while developing into a trusted Advisor.
What You'll Do14
- 1Serve as the primary relationship manager for an established book of approximately 1,000 client households
- 2Deliver proactive ongoing service while identifying opportunities to deepen client relationships
- 3Meet with clients to review financial goals answer questions and provide exceptional service
- 4Respond promptly to client requests and become a trusted resource for everyday financial needs
- 5Build long-term relationships that naturally lead to additional planning and advisory opportunities
- 6Learn directly from a Senior Advisor through side-by-side mentorship and client meeting participation
- 7Prepare for client meetings build financial proposals and develop planning recommendations
- 8Present financial planning and investment recommendations with increasing independence
- 9Support fee-based planning engagements and advisory relationships
- 10Become knowledgeable across investment management retirement planning insurance solutions and wealth management strategies
- 11Manage client paperwork and account documentation from start to finish
- 12Coordinate account openings transfers money movement and service requests
- 13Work independently while utilizing internal resources to deliver outstanding client service
- 14Help uncover opportunities within the existing client base rather than prospecting through cold outreach
Requirements7
- 1Series 7 license
- 2Series 66 license (or Series 63 and Series 65)
- 3Washington Life & Disability Insurance license
- 41-4 years of experience in financial services wealth management banking insurance or a related field
- 5Strong communication and relationship-building skills
- 6Excellent organization and follow-through
- 7Ability to work full-time onsite in Bellevue WA
Salary Insight
$50 - $75k per year
Location
Required Skills
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