Private Wealth Advisor & Client Relationship Lead

Claire Myers Consulting; Seattle (WA); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

PTO 15 days

Paid holidays

Volunteer day

Disability insurance

Group life insurance

Hybrid work option

Job summary

Claire Myers Consulting in Seattle is seeking a Private Wealth Management Associate to support client relationships, financial planning, and investment operations within a collaborative team. The role focuses on delivering exceptional service and coordinating with Advisors to enhance client outcomes.

Ideal candidates bring 3–5 years in wealth management, required licenses, and a detail‑oriented, proactive mindset.

Qualifications

• Bachelor’s degree required.
• 3–5 years of wealth management, investment brokerage operations, or financial planning support experience.
• FINRA Series 66 (or Series 63 & 65) required; Series 7 preferred.
• Washington State Insurance License or willingness to obtain within 90 days of hire.
• Strong understanding of investment operations, financial planning, and compliance best practices.

Responsibilities

• Build and maintain strong client relationships through proactive communication and exceptional service.
• Serve as a trusted resource for client questions and ongoing service needs.
• Participate in client meetings, present designated planning materials, and document meeting notes and action items.
• Prepare for client meetings by reviewing financial information and identifying planning opportunities.
• Assist Advisors with developing and maintaining comprehensive financial plans.
• Monitor post-meeting action items to ensure timely follow‑up and execution.
• Maintain accurate client records and financial planning documentation.

Skills

Client relationship management

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's degree

Tools

CRM systems

Financial planning software

Custodial platforms

Wealth management technology

Microsoft Office

Job description

Claire Myers Consulting in Seattle is seeking a Private Wealth Management Associate to support client relationships, financial planning, and investment operations within a collaborative team. The role focuses on delivering exceptional service and coordinating with Advisors to enhance client outcomes.

Ideal candidates bring 3–5 years in wealth management, required licenses, and a detail‑oriented, proactive mindset.