Associate Advisor (Relationship Manager)

Location: Bellevue, WA (Fully Onsite, Monday-Friday)Compensation: $50K base salary + bonus (target total compensation of $75K+) plus comprehensive benefits

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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 - but doesn't want the uncertainty of building a client base from scratch. Instead, you'll 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 Do:Client Relationship Management:
Serve as the primary relationship manager for an established book of approximately 1,000 client householdsDeliver proactive, ongoing service while identifying opportunities to deepen client relationshipsMeet with clients to review financial goals, answer questions, and provide exceptional serviceRespond promptly to client requests and become a trusted resource for everyday financial needsBuild long-term relationships that naturally lead to additional planning and advisory opportunities
Financial Planning & Advisory Support:
Learn directly from a Senior Advisor through side-by-side mentorship and client meeting participationPrepare for client meetings, build financial proposals, and develop planning recommendationsPresent financial planning and investment recommendations with increasing independenceSupport fee-based planning engagements and advisory relationshipsBecome knowledgeable across investment management, retirement planning, insurance solutions, and wealth management strategies
Operations & Business Development:
Manage client paperwork and account documentation from start to finishPrepare proposals, presentations, and client meeting materialsCoordinate account openings, transfers, money movement, and service requestsWork independently while utilizing internal resources to deliver outstanding client serviceHelp uncover opportunities within the existing client base rather than prospecting through cold outreach
Qualifications:
Series 7 licenseSeries 66 license (or Series 63 and Series 65)Washington Life & Disability Insurance license1-4 years of experience in financial services, wealth management, banking, insurance, or a related fieldStrong communication and relationship-building skillsExcellent organization and follow-throughAbility to work full-time onsite in Bellevue, WA
Compensation & Benefits:
Base Salary: $50K + bonuses with target total compensation of $75K+ in first yearBenefits: Health, dental, vision, retirement plan with 3% matchTime Off: 2 weeks paid vacation to start + major holidaysPerks: Paid parking and access to a brand-new, state-of-the-art gym with lockers and showers
Career Path:
This position is designed as a long-term Advisor development opportunity. You'll begin by learning alongside experienced Advisors while serving an established client segment. xzbcwsv As your expertise and relationships grow, you'll have the opportunity to manage larger client relationships, expand your advisory responsibilities, and significantly increase your earning potential.