Wealth Advisor Associate: Growth Path to Senior Advisor

Mission Wealth; Bellevue (WA); Sur place; USD 72 000 - 88 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Bonus program

Equity partnership pathway

Volunteer Time Off (VTO)

Sabbaticals

Educational reimbursement

Résumé du poste

Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to high-net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships.

This role focuses on professional growth, analytical listening, and contributing to a team-driven, community-minded firm with strong growth opportunities.

Qualifications

• 2 years of experience in a wealth management support role.
• Desire to pursue CFP or CFA designation.
• Attention to detail, multitasking and time management.
• Strong written and verbal communication skills.
• Knowledge across investments, economics, accounting and financial planning.

Responsabilités

• Support Lead Advisor on business development with two Wealth Advisors.
• Prepare and deliver client presentations and data gathering.
• Develop financial plans speaking to clients in their language.
• Manage client onboarding, ongoing service, and presentations.
• Collaborate to optimize processes and contribute to practice growth.

Connaissances

Attention to detail

Time management

Client communication

Financial support

Formation

Series 65 certification

CFP designation

CFA designation

AWMA designation

AAMS designation

Outils

Schwab Advisor Center

Fidelity Wealthscape

Salesforce

MoneyGuide

E-Money

Tamarac AdvisorView

Holstiplan

Hidden Levers

Description du poste

Mission Wealth is seeking a Wealth Advisor Associate to support a lead and two wealth advisors in delivering comprehensive service to high-net-worth clients. You’ll gather data, draft goals, and create financial plans in plain language while building client relationships.

This role focuses on professional growth, analytical listening, and contributing to a team-driven, community-minded firm with strong growth opportunities.