Associate Advisor (Relationship Manager)

CMC Recruiting; Bellevue (WA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, dental, vision

Retirement plan with 3% match

Paid parking

Brand-new gym with lockers and showers

2 weeks paid vacation

Major holidays

Job summary

CMC Recruiting in Bellevue, WA is seeking an Associate Advisor (Relationship Manager) to join a growth-oriented wealth management team. You will inherit an established client base, work with experienced Advisors, and receive hands-on mentorship while developing into a trusted Advisor.

Responsibilities include managing client relationships, preparing financial proposals, and supporting advisory engagements as you advance to larger roles and greater independence.

Qualifications

• Series 7 license is required.
• Series 66 license (or Series 63 and Series 65) required.
• Washington Life & Disability Insurance license required.
• 1–4 years of experience in financial services, wealth management, banking, insurance, or related field.
• Strong communication and relationship-building skills.

Responsibilities

• Serve as primary relationship manager for an established book of roughly 1,000 client households.
• Deliver proactive, ongoing service and identify opportunities to deepen relationships.
• Meet with clients to review goals, answer questions, and provide exceptional service.
• Prepare for client meetings, build financial proposals, and develop planning recommendations.
• Present financial planning and investment recommendations with increasing independence.
• Support fee-based planning engagements and advisory relationships.

Skills

Strong communication

Relationship-building

Organizational skills

Client service excellence

Education

Series 7 license

Series 66 license

Washington Life & Disability Insurance license

Job description

Location: Bellevue, WA (Fully Onsite, Monday-Friday)

Compensation: $50K base salary + bonus (target total compensation of $75K+) plus comprehensive benefits

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 households
• Deliver proactive, ongoing service while identifying opportunities to deepen client relationships
• Meet with clients to review financial goals, answer questions, and provide exceptional service
• Respond promptly to client requests and become a trusted resource for everyday financial needs
• Build long-term relationships that naturally lead to additional planning and advisory opportunities
• Learn directly from a Senior Advisor through side-by-side mentorship and client meeting participation
• Prepare for client meetings, build financial proposals, and develop planning recommendations
• Present financial planning and investment recommendations with increasing independence
• Support fee-based planning engagements and advisory relationships
• Become knowledgeable across investment management, retirement planning, insurance solutions, and wealth management strategies

Operations & Business Development

• Manage client paperwork and account documentation from start to finish
• Prepare proposals, presentations, and client meeting materials
• Coordinate account openings, transfers, money movement, and service requests
• Work independently while utilizing internal resources to deliver outstanding client service
• Help uncover opportunities within the existing client base rather than prospecting through cold outreach

Qualifications

• Series 7 license
• Series 66 license (or Series 63 and Series 65)
• Washington Life & Disability Insurance license
• 1-4 years of experience in financial services, wealth management, banking, insurance, or a related field
• Strong communication and relationship-building skills
• Excellent organization and follow-through
• Ability to work full-time onsite in Bellevue, WA

Base Salary: $50K + bonuses with target total compensation of $75K+ in first year

Benefits: Health, dental, vision, retirement plan with 3% match

Time Off: 2 weeks paid vacation to start + major holidays

Perks: Paid parking and access to a brand-new, state-of-the-art gym with lockers and showers

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. 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.