Associate Wealth Manager

Badgley Phelps Wealth Managers; Seattle (WA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Generous health insurance

Life and long-term disability insurance

Paid Time Off/Paid Sick Leave

401(k) plan with employer match

Paid holidays and personal days

Job summary

A trusted wealth management firm in Seattle is seeking an Associate Wealth Manager to support client relationships and sales efforts. This entry-level role involves preparing reports, managing communication, and project coordination. Ideal candidates should have strong communication skills, reliability, and a desire to contribute to a collaborative environment. The position offers a competitive salary range from $85,000 to $120,000, along with comprehensive health benefits and an annual bonus program.

Qualifications

• Ability to delegate tasks and oversee execution.
• Reliable and conscientious, trustworthy and accountable.
• Strong internal and external communication.

Responsibilities

• Prepare client quarterly reports.
• Create meeting agendas and prepare materials.
• Support wealth managers' sales efforts.
• Occasionally handle client inquiries.

Skills

Strong client relationship skills

Excellent communication skills

Project management

Prioritize tasks

Job description

As an Associate Wealth Manager, you will support all aspects of the client relationship and sales efforts. You will work closely with the senior members of your team to maintain a fast pace and solve any issues that arise. This is a critical role on the team, relied upon to manage up and down the organization. This work will involve:

Responsibilities

• Contribute to the preparation of client quarterly reports
• Creates meeting agenda and prepares material
• Client and professional partners' requests for information and actions
• Minor research knowledge to answer the client’s fundamental questions
• Support all elements of the wealth manager’s sales efforts
• Occasionally stand in for a wealth manager to handle client inquiries and meetings
• Lead problem-solving efforts
• Play the role of project manager, overseeing the planning as well as execution of high level client projects or tasks, especially those that involve both the Wealth Manager and/or the CSA to avoid anything ‘falling through the cracks’ and ensure it is completed on time.

Qualifications and Skills

• Reliable and conscientious —trustworthy and accountable
• Strong client relationship skills, listening, relatability, and communication
• Prioritize tasks and manage/communicate expectations
• Excellent communication skills, both internally and externally
• Internal processes are carefully followed
• Understand and communicate Badgley investment philosophies
• Ability to play the role of gatekeeper and/or project manager. Must be able to identify what tasks or questions are best completed/answered by the WM and CSA, and delegate accordingly, and oversee execution.

We are a salaried position with incentive compensation and an annual bonus opportunity. The salary range for this position is $85,000 to $120,000, and there is also a notable annual bonus program.

Benefits

• Generous and comprehensive health insurance program.
• Life and long-term disability insurance.
• A generous Paid Time Off/Paid Sick Leave Policy.
• 401(k) plan with a 3% employer match.
• New business incentive compensation program.
• We offer eleven (11) paid holidays and a personal day floating holiday.

About Badgley Phelps

Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself through its distinctive approach. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. Our base in Seattle, Washington, is the hub for our independent and unbiased investment advisory services, catering to high-networth individuals, families, and institutions. Our team thrives in a collaborative environment dedicated to improving our clients' financial lives.

We are a team-based, safe, and positive work environment where employees are encouraged to take on new responsibilities and accept new challenges.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Management