Wealth Management Relationship Advisor (Hybrid)

CMC Recruiting; Seattle (WA); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) with employer match

Paid time off

Volunteer day

Disability insurance

Group life insurance

Hybrid work flexibility

Job summary

A wealth management client in the Seattle area seeks a Private Wealth Management Associate to support Advisors and clients through financial planning, investment operations, and ongoing relationship management. You will help prepare plans, review information, and ensure an exceptional client experience.

Candidates should have 3–5 years in wealth management or financial planning support, a Bachelor's degree, and a WA Insurance License or willingness to obtain within 90 days.

Qualifications

• Bachelor's degree required.
• 3–5 years of wealth management, investment brokerage operations, or financial planning support experience.
• Washington State Insurance License or willingness to obtain within 90 days of hire.
• Strong understanding of investment operations, financial planning, and compliance best practices.
• Excellent client relationship, communication, and interpersonal skills.

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.

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office (Word, Excel)

Job description

A wealth management client in the Seattle area seeks a Private Wealth Management Associate to support Advisors and clients through financial planning, investment operations, and ongoing relationship management. You will help prepare plans, review information, and ensure an exceptional client experience.

Candidates should have 3–5 years in wealth management or financial planning support, a Bachelor's degree, and a WA Insurance License or willingness to obtain within 90 days.