Wealth Advisor Associate - Client Planning & Growth

Ameriprise Financial Services, LLC; Bellevue (WA); Presencial; USD 100 000 - 125 000; Tempo integral

Resumo da oferta

Allegiance Wealth Management is seeking an Associate Financial Advisor to support existing and new clients in a collaborative private wealth practice. You will lead client meetings, contribute to comprehensive financial plans, and help implement recommendations, delivering clear guidance with a team-first mindset.

The role emphasizes strong judgment, attention to detail, and independent client relationship management, with opportunities to grow within wealth management and client-service

Qualificações

• Active FINRA Series 7 and Series 66 registrations (or Series 63/65).
• Active state life, accident, and health insurance licenses.
• Experience supporting or managing client relationships within wealth management, financial planning, or related financial services.
• Working knowledge of comprehensive financial planning, investment concepts, and regulated advisory practices.
• Ability to lead client conversations, exercise sound judgment, maintain confidentiality, and follow through.
• Strong written and verbal communication skills; explain complex topics clearly and empathetically.

Responsabilidades

• Lead client meetings independently or with another advisor; document decisions and follow-ups in CRM.
• Clarify client goals and connect to a comprehensive planning strategy.
• Address day-to-day client needs and resolve service matters with the client service team.
• Present recommendations clearly and guide implementation steps.
• Partner with planning resources to ensure advice is practical and aligned with client goals.

Conhecimentos

FINRA registrations

Insurance licenses

Client relationship support

Financial planning knowledge

Communication & integrity

Verbal & written communication

Integrity & organization

Microsoft 365

CRM systems

Proprietary systems

Formação académica

Bachelor's degree or equivalent

Ferramentas

CRM systems

Microsoft 365

Proprietary systems

Descrição da oferta de emprego

Allegiance Wealth Management is seeking an Associate Financial Advisor to support existing and new clients in a collaborative private wealth practice. You will lead client meetings, contribute to comprehensive financial plans, and help implement recommendations, delivering clear guidance with a team-first mindset.

The role emphasizes strong judgment, attention to detail, and independent client relationship management, with opportunities to grow within wealth management and client-service