Service Advisor (Relationship Manager)

LOCATION: Seattle, WA (Hybrid Considered)

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COMPENSATION: $85K-105K Base Salary + Benefits
Overview:
Our client is a growing, relationship-focused wealth management firm dedicated to helping clients make informed financial decisions and achieve their long-term financial goals. Through comprehensive financial planning, investment management, and exceptional client service, the firm delivers a highly personalized wealth management experience.
As the firm continues to grow, they are seeking an organized, motivated, and client-focused Private Wealth Management Associate to join their collaborative team. This role is ideal for a licensed wealth management professional who enjoys building client relationships, supporting comprehensive financial planning, and ensuring an exceptional client experience throughout every stage of the client journey.
Working closely with Advisors and fellow team members, this individual will play a key role in financial planning, investment operations, insurance servicing, and ongoing client relationship management while contributing to the continued growth and success of the practice.
Key Responsibilities:
Client Relationship Management & Financial Planning:
Build and maintain strong client relationships through proactive communication and exceptional serviceServe as a trusted resource for client questions and ongoing service needsParticipate in client meetings, present designated planning materials, and document meeting notes and action itemsPrepare for client meetings by reviewing financial information and identifying planning opportunitiesAssist Advisors with developing and maintaining comprehensive financial plansMonitor post-meeting action items to ensure timely follow-up and executionMaintain accurate client records and financial planning documentation
Investment Operations & Account Management:
Facilitate new account openings and client onboardingProcess mutual fund, ETF, and advisory account transactionsManage wire transfers, ACH requests, and other account servicing activitiesMonitor account transfers and funding to ensure timely completionAssist with advisory account maintenance, proposal updates, and ongoing account reviewsEnsure all operational activities meet compliance requirements and firm standards
Insurance Planning Support:
Prepare and process life, disability, and long-term care insurance applicationsCoordinate policy servicing, changes, and conversionsSchedule underwriting requirements, including medical and paramedical examsWork directly with insurance carriers and clients to facilitate successful policy implementation
Client Service & Team Collaboration:
Deliver responsive, professional service that enhances the client experienceResolve client service requests and escalate complex matters when appropriateCoordinate client review meetings and prospective client appointmentsPartner closely with Advisors and team members to support firm initiatives and client needsIdentify opportunities to improve workflows and operational efficiencyContribute to process improvements that enhance consistency, scalability, and client service across the practice
Qualifications:
Bachelor's degree required3–5 years of wealth management, investment brokerage operations, or financial planning support experienceFINRA Series 66 (or Series 63 & 65) required; Series 7 preferredWashington State Insurance License or willingness to obtain within 90 days of hireStrong understanding of investment operations, financial planning, and compliance best practicesExcellent xzbcwsv client relationship, communication, and interpersonal skillsHighly organized with exceptional attention to detail and follow-throughAbility to manage multiple priorities in a fast-paced, collaborative environmentProficient with Microsoft Office, including Word and ExcelExperience with CRM systems, financial planning software, custodial platforms, and wealth management technologySelf-motivated, collaborative, and committed to delivering an exceptional client experience
Compensation & Benefits:
Competitive base salary of $85K-$105K, depending on experience, licenses, and qualificationsComprehensive health insurance with employer-paid coverage ranging from 90–100%, depending on plan selection401(k) with a 4% employer match15 days of paid time offEight paid U.S. holidaysOne paid volunteer day annuallyEmployer-paid disability insuranceEmployer-paid group life insuranceHybrid work flexibility may be available
This is an outstanding opportunity to join a collaborative wealth management team where you can deepen your financial planning expertise, build meaningful client relationships, and make a lasting impact while supporting the continued growth of a successful practice.