Wealth Advisory Associate — Seattle

AlTi Global, Inc.; Seattle, Northern (WA, KY); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package

Job summary

AlTi Global, Inc. in Seattle seeks an Associate Advisor to join the Client Advisory team. You'll support discretionary investment management and wealth planning, preparing financial analyses and client presentations, and communicating directly with clients.

The role emphasizes teamwork, self-motivation, and constant learning, with opportunities for professional development and a discretionary bonus in addition to a comprehensive benefits package.

Qualifications

• Bachelor's degree in economics, business, or related areas.
• 1–3 years of related experience and/or education and training.
• Excellent written and verbal communication skills; ability to multi-task.
• High proficiency with Microsoft Excel, PowerPoint, and Word.
• Experience presenting to clients preferred.

Responsibilities

• Day-to-day delivery of Wealth Management services under supervision of senior client team members.
• Partner with Client Service Team to process requests accurately and timely.
• Create customized client presentations including portfolio performance and planning recommendations.
• Develop investment portfolio allocations and trading decisions aligned with client goals.
• Communicate with clients and outside advisors.
• Maintain and analyze performance reports.
• Execute investment decisions.
• Forecast client wealth and onboard new clients.
• Support business development and ongoing professional development.

Skills

Teamwork

Self-starter

Analytical skills

Communication skills

Excel

PowerPoint

Word

Education

Bachelor's Degree in economics, business, or related areas

Job description

AlTi Global, Inc. in Seattle seeks an Associate Advisor to join the Client Advisory team. You'll support discretionary investment management and wealth planning, preparing financial analyses and client presentations, and communicating directly with clients.

The role emphasizes teamwork, self-motivation, and constant learning, with opportunities for professional development and a discretionary bonus in addition to a comprehensive benefits package.