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Location

Bellevue, WA | United States

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Job description

Job Title: Wealth Management Client Service Associate
Location: Hybrid schedule
Salary: $65k - $85k base salary depending on experience

We are a Top 50 RIA firm in the U.S. (Forbes) based in the Seattle, WA area! As a nationally recognized independent wealth management firm, we're made up of 30+ professionals specialized in providing Wealth Planning & Management for Ultra High Net Worth & High Net Worth Individuals, Families, and Businesses. 

Simply put: We're a smaller firm with big firm capabilities.

We're seeking to bring on a key Client Service Associate, that will support multiple award winning advisors, to our growing team. If interested, please apply today or email your resume to [email protected].

Top Reasons to Work with Us

• Top 50 RIA firm in the U.S. (Forbes 2023)
• Growing firm with accelerated career advancement
• Tight-knit family culture
• Hybrid schedule flexibility

What You Need for this Position

Required:

• Minimum 3+ years of WM client service experience
• Demonstrated experience supporting multiple financial advisors
• Experience working for an RIA & CFP
• History of providing "white-glove" service to U/HNWIs

Preferred:

• Series 7, 66, 63, and/or 65 licensed

What's In It for You

Competitive salary: ($65k - $85k depending on experience)

Benefits

• Bonus structure
• 100% paid full benefits (Medical, Dental, Vision)
• Short-Term, Long-Term disability, Life Insurance
• 401k w/ company match up to 3%
• Generous PTO: 21 days/year w/ accrual program
• Management path
• Hybrid schedule flexibility

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Ricky Miranda.

Applicants must be authorized to work in the U.S.

Preferred Skills

Customer Service

Client Services

Wealth Management

Series 65

phone etiquette

support

Series 7

Series 66

Series 63

FINRA

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Job tags

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Salary

$65k - $85k