Associate Wealth Advisor

International Search Consultants; Washington (District of Columbia); On-site; USD 90,000 - 130,000; Full time

Job summary

International Search Consultants seeks an Associate Advisor to support high-touch wealth management for ultra-high-net-worth clients. You will work with Advisors to deliver comprehensive planning, investment analysis, and portfolio review services.

In this developmental role, you’ll gain exposure to investment management, estate planning, tax strategy, risk management, and business succession planning, with clear progression toward becoming a trusted advisor.

Qualifications

• 3+ years of experience supporting ultra-high-net-worth clients in wealth management or related environments.
• Bachelor's degree required.
• Pursuing CFP®, CFA®, CIMA®, CAIA®, or similar designation preferred.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication abilities.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Ability to quickly learn and utilize financial planning, portfolio reporting, CRM, and data analytics systems.
• Highly organized with a client-first mindset.

Responsibilities

• Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients.
• Assist with financial planning, investment analysis, and portfolio reviews.
• Analyze client holdings, investments, and forecasting scenarios.
• Conduct investment research on markets, asset classes, and securities.
• Evaluate portfolio allocations and investment strategies.
• Execute investment programs and place trades under senior advisor direction.
• Prepare customized reports, client presentations, and investment analyses.
• Support estate planning and wealth transfer discussions through presentation development and analysis.
• Maintain current knowledge of investment markets, industry trends, and financial planning strategies.

Skills

Analytical skills

Quantitative skills

Problem solving

Communication skills

Client focus

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Word

CRM systems

Job description

Job Description

Job Description

Associate AdvisorGreater Seattle AreaISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.Our client is seeking an Associate Advisor to support the delivery of high-touch, family office-level service to sophisticated clients. Working alongside Advisors and Senior Advisors, this individual will play a key role in financial planning, investment analysis, client meeting preparation, and ongoing relationship management.This position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. This is an exceptional opportunity for an ambitious wealth management professional seeking direct client exposure and a clear path toward becoming a trusted advisor.

Responsibilities

• Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients.


• Assist with financial planning, investment analysis, and portfolio reviews.


• Analyze client holdings, investments, and forecasting scenarios.


• Conduct investment research on markets, asset classes, and securities.


• Evaluate portfolio allocations and investment strategies.


• Execute investment programs and place trades under senior advisor direction.


• Prepare customized reports, client presentations, and investment analyses.


• Support estate planning and wealth transfer discussions through presentation development and analysis.


• Maintain current knowledge of investment markets, industry trends, and financial planning strategies.

Qualifications

• 3+ years of experience supporting ultra-high-net-worth clients within wealth management, private wealth, family office, or investment advisory environments.


• Bachelor's degree required.


• Progress toward CFP®, CFA®, CIMA®, CAIA®, or similar professional designation preferred.


• Strong analytical, quantitative, and problem-solving skills.


• Excellent written and verbal communication abilities.


• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.


• Ability to quickly learn and utilize financial planning, portfolio reporting, CRM, and data analytics systems.


• Highly organized with exceptional attention to detail and a client-first mindset.