Wealth Planning Associate — Client-Focused Advisor

Jambalaya Group; Bellevue (WA); On-site; USD 100,000 - 125,000; Full time

Job summary

Allegiance Wealth Management is seeking an Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role translates complex financial information into clear, actionable guidance and builds trusted, long-term client relationships.

The Associate Financial Advisor will lead client meetings, execute the practice's client service model, contribute to comprehensive financial plans, and help clients implement recommendations across planning and

Qualifications

• Active FINRA Series 7 and Series 66 registrations, or Series 63/65 as applicable.
• State life, accident, and health licenses.
• Experience supporting or managing client relationships within wealth management or financial planning.
• Strong communication skills; able to explain complex topics clearly and empathetically.

Responsibilities

• Lead client meetings independently or with another advisor and document decisions and follow-up items.
• Help clients clarify goals and connect them to a comprehensive planning strategy.
• Address day-to-day client needs and resolve escalated service matters with the team.
• Present recommendations clearly and guide clients through implementation steps.

Skills

FINRA Series 7/66

Life/Health Licenses

Wealth Management Experience

Communication Skills

Client Relationships

Education

Bachelor's degree

Tools

Microsoft 365

CRM software

Job description

Allegiance Wealth Management is seeking an Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role translates complex financial information into clear, actionable guidance and builds trusted, long-term client relationships.

The Associate Financial Advisor will lead client meetings, execute the practice's client service model, contribute to comprehensive financial plans, and help clients implement recommendations across planning and