Associate Advisor - Wealth & Portfolio Planning (Seattle)

AlTi Tiedemann Global; Seattle (WA); On-site; USD 75,000 - 90,000; Full time

Job summary

AlTi Tiedemann Global is seeking an Associate Advisor in Seattle to deliver wealth management services under senior supervision, craft client-ready presentations, and help guide investment decisions. You will work with the Client Advisory team to support planning, cash flow analysis, and ongoing client communications.

Ideal candidates bring a Bachelor’s in economics or business, 1–3 years of experience, strong Excel/PowerPoint/Word skills, and the ability to collaborate while acting as a

Qualifications

• Bachelor’s degree in economics, business, or related areas.
• Strong analytical and communication abilities.
• Team player with self-starter initiative.

Responsibilities

• Deliver Wealth Management services under supervision.
• Prepare customized client presentations with portfolio performance and planning recommendations.
• Develop investment portfolio allocations and trading decisions with teammates.
• Communicate with clients and outside advisors.
• Maintain and analyze performance reports.
• Execute investment decisions.
• Forecast client wealth and onboard new clients.
• Support business development and learning opportunities.

Skills

Analytical skills

Communication skills

Teamwork

Attention to detail

Education

Bachelor’s Degree in economics, business, or related areas

Tools

Microsoft Excel

PowerPoint

Word

Job description

AlTi Tiedemann Global is seeking an Associate Advisor in Seattle to deliver wealth management services under senior supervision, craft client-ready presentations, and help guide investment decisions. You will work with the Client Advisory team to support planning, cash flow analysis, and ongoing client communications.

Ideal candidates bring a Bachelor’s in economics or business, 1–3 years of experience, strong Excel/PowerPoint/Word skills, and the ability to collaborate while acting as a