Claire Myers Consulting
Overview
Our client is an established, growing private wealth management firm seeking an Associate Wealth Advisor, an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This person is a great communicator, influencer, and enthusiastic person supporting our client's culture, vision, and team spirit, which are built upon their values of grace & empathy, generosity & gratitude, innovation & collaboration, and passion & pride. They focus on these values in how they act, what they do, and how they serve clients. Location
Seattle, WA (Hybrid) Job Responsibilities
Provides comprehensive technical financial planning and investment management work, either under the management of higher-level professionals or on their own Works with clients of the firm and under the supervision of a Managing Director with decision-making abilities on client plans, investment processes and procedures, operational processes and procedures, and client affairs Conducts client meetings and supports both the Managing Director and Vice President - Wealth Manager Works with other advisory team members and staff as needed to discuss client cases Works directly with assigned clients to support their financial planning, investment management, and risk outcomes Engages with clients and is responsible for retention, growth, and support Focus on maintaining above 90% client retention and targeting engagement for growth opportunities Accountable for client relationships and client process within the Wealth Manager responsibilities, including delivery of the firm’s client experience Utilizes planning tools and internal/external resources to help clients achieve their goals, while supporting both the Managing Director and Vice President - Wealth Manager Understands client needs by identifying and confirming their objectives, goals, and concerns Reviews client profiles and investment portfolios at an appropriate frequency to ensure all needs are met and to identify gaps in planning Analyzes client information and evaluates results to choose the best financial planning solution or solve client/operational problems, and is accountable for those decisions Works closely with both the Managing Director and Vice President - Wealth Manager to develop advanced planning expertise Builds out client financial plans and investment proposals as directed by the Managing Director and Vice President - Wealth Manager Works within a team structure designed for growth and supports the success of the team and overall organization Complies with all regulatory requirements Brings any compliance or ethics concerns to management’s attention and completes all firm and FINRA educational requirements on time Job Requirements & Qualifications
CFP, CFP coursework or similar approved designation (highly preferred) Series 7 & 66; Life/Health Insurance License (preferred) 3-8 years direct advisory focus Proficient in core financial planning and client case work Excellent communication skills (verbal, written, and listening) Proficient in financial planning, analysis, and modeling Proficient in Microsoft Office Suite Proficient experience with CRM systems Knowledge of investment advisory regulations required Demonstrates personal integrity, honesty, and ability to handle confidential information Ability to manage stress in a dynamic investment market and financial services environment Excellent time management and organizational skills, with ability to prioritize tasks and anticipate potential problems Compensation
$100,000 - $130,000 base salary plus bonuses and benefits
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Our client is an established, growing private wealth management firm seeking an Associate Wealth Advisor, an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This person is a great communicator, influencer, and enthusiastic person supporting our client's culture, vision, and team spirit, which are built upon their values of grace & empathy, generosity & gratitude, innovation & collaboration, and passion & pride. They focus on these values in how they act, what they do, and how they serve clients. Location
Seattle, WA (Hybrid) Job Responsibilities
Provides comprehensive technical financial planning and investment management work, either under the management of higher-level professionals or on their own Works with clients of the firm and under the supervision of a Managing Director with decision-making abilities on client plans, investment processes and procedures, operational processes and procedures, and client affairs Conducts client meetings and supports both the Managing Director and Vice President - Wealth Manager Works with other advisory team members and staff as needed to discuss client cases Works directly with assigned clients to support their financial planning, investment management, and risk outcomes Engages with clients and is responsible for retention, growth, and support Focus on maintaining above 90% client retention and targeting engagement for growth opportunities Accountable for client relationships and client process within the Wealth Manager responsibilities, including delivery of the firm’s client experience Utilizes planning tools and internal/external resources to help clients achieve their goals, while supporting both the Managing Director and Vice President - Wealth Manager Understands client needs by identifying and confirming their objectives, goals, and concerns Reviews client profiles and investment portfolios at an appropriate frequency to ensure all needs are met and to identify gaps in planning Analyzes client information and evaluates results to choose the best financial planning solution or solve client/operational problems, and is accountable for those decisions Works closely with both the Managing Director and Vice President - Wealth Manager to develop advanced planning expertise Builds out client financial plans and investment proposals as directed by the Managing Director and Vice President - Wealth Manager Works within a team structure designed for growth and supports the success of the team and overall organization Complies with all regulatory requirements Brings any compliance or ethics concerns to management’s attention and completes all firm and FINRA educational requirements on time Job Requirements & Qualifications
CFP, CFP coursework or similar approved designation (highly preferred) Series 7 & 66; Life/Health Insurance License (preferred) 3-8 years direct advisory focus Proficient in core financial planning and client case work Excellent communication skills (verbal, written, and listening) Proficient in financial planning, analysis, and modeling Proficient in Microsoft Office Suite Proficient experience with CRM systems Knowledge of investment advisory regulations required Demonstrates personal integrity, honesty, and ability to handle confidential information Ability to manage stress in a dynamic investment market and financial services environment Excellent time management and organizational skills, with ability to prioritize tasks and anticipate potential problems Compensation
$100,000 - $130,000 base salary plus bonuses and benefits
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