Wealth Manager Associate: Path to Lead Advisor

Judson Group; Bellevue (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Mentorship opportunities

Competitive salary

Full suite of benefits

Career development path

Job summary

A leading financial advisory firm in Bellevue, Washington is seeking an Associate Wealth Manager to enhance client relationships and support senior advisors. This role requires a Bachelor's degree and 3+ years in wealth management. The candidate will develop financial plans, manage client relationships, and collaborate with a team to deliver top-tier service. Competitive salary and full benefits package offered, with clear paths for career advancement.

Qualifications

• 3+ years of client-facing experience in a wealth management or RIA environment.
• Strong background in financial planning and client relationship management.
• Proficiency with CRM and financial planning tools.

Responsibilities

• Support senior advisors in client relationship management.
• Develop and present financial plans and investment strategies.
• Manage client service requests and deliver exceptional service.

Skills

Client relationship management

Financial planning

Investment strategies

Excellent communication skills

Collaboration

Education

Bachelor’s Degree

Series 65

CFP

Tools

CRM tools

Financial planning tools

Job description

A leading financial advisory firm in Bellevue, Washington is seeking an Associate Wealth Manager to enhance client relationships and support senior advisors. This role requires a Bachelor's degree and 3+ years in wealth management. The candidate will develop financial plans, manage client relationships, and collaborate with a team to deliver top-tier service. Competitive salary and full benefits package offered, with clear paths for career advancement.