Senior Associate Advisor - Remote Wealth Planning

Avier Wealth Advisors; Bellevue (WA); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Remote work option

Health insurance

Paid time off

Education reimbursement

Bonus

Job summary

Avier Wealth Advisors in Bellevue, WA seeks a Senior Associate Advisor to join a three-person client advisory team. You will be a primary contact for clients, coordinate with the Lead Advisor and Client Service Associate, and ensure all aspects of a client’s financial life are addressed.

The role requires 5+ years of experience in financial planning, CFP designation, and proficiency with Salesforce, MoneyGuidePro, and Orion.

Qualifications

• Five+ years of experience in financial planning.
• CFP designation required or in progress.
• Proficiency in MS Office and client relationship software.
• Knowledge of major investment platforms and planning tools.

Responsibilities

• Act as main point of contact for clients and coordinate with team.
• Maintain client notes in Salesforce and update planning data.
• Create meeting agendas and present client strategies with Lead Advisor.
• Analyze client data, review asset allocation, and implement trades.
• Provide tax planning insights and coordinate with external professionals.
• Communicate action items clearly and memorialize in CRM.
• Support client requests for contributions, distributions, and journals.

Skills

Financial planning

Client communication

Time management

Education

CFP designation

Tools

Salesforce

MoneyGuidePro

Orion

Fidelity

Schwab

Excel

PowerPoint

Job description

Avier Wealth Advisors in Bellevue, WA seeks a Senior Associate Advisor to join a three-person client advisory team. You will be a primary contact for clients, coordinate with the Lead Advisor and Client Service Associate, and ensure all aspects of a client’s financial life are addressed.

The role requires 5+ years of experience in financial planning, CFP designation, and proficiency with Salesforce, MoneyGuidePro, and Orion.