Associate Financial Advisor: Trusted Wealth Planner

Jamba Juice; Bellevue (WA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Performance-based incentive

Job summary

Allegiance Wealth Management seeks an Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. You will translate complex financial information into clear guidance and build trusted, long-term client relationships.

You will lead client meetings, contribute to comprehensive financial plans, and help implement recommendations, working with internal planning resources to ensure advice is practical and aligned with client goals.

Qualifications

• Active FINRA Series 7 and Series 66 or Series 63/65 registrations.
• Active state life, accident, and health insurance licenses.
• Experience supporting or managing client relationships in wealth management or financial planning.

Responsibilities

• Prepare for and conduct client meetings independently or with another advisor.
• Clarify client goals and connect them to a comprehensive planning strategy.
• Address day-to-day client needs and resolve service matters with the client service team.
• Deliver meeting notes and follow-up items within 24 hours.
• Maintain complete client records and respond to communications.

Skills

FINRA licenses

Life/Health licenses

Wealth management

Financial planning

Client communication

CRM knowledge

MS 365

Education

Bachelor’s degree

CRPC/ChFC/CFA/CIMA (preferred)

Certified Financial Planner (CFP) (preferred)

Tools

CRM

Microsoft 365

Job description

Allegiance Wealth Management seeks an Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. You will translate complex financial information into clear guidance and build trusted, long-term client relationships.

You will lead client meetings, contribute to comprehensive financial plans, and help implement recommendations, working with internal planning resources to ensure advice is practical and aligned with client goals.