Associate Wealth Advisor
$73,000–$98,000 year
On-site · Vancouver, Washington, United States
Job Summary
Associate Wealth Advisor supports the wealth management team to create comprehensive wealth plans for high net worth clients, preparing customized financial plans and portfolios through research and analysis; collaborates with the team to execute client requests, maintain client relationships, and participate in the sales process to build new client relationships; develops skills in financial planning software (eMoney, MoneyGuide Pro) and demonstrates strong interpersonal and organizational abilities.
Required Qualifications
- Bachelor’s degree (degrees in finance or related field are a plus)
- 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
- CFP designation or Series 65 required
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