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$86k/yr
Full-time
Medical insurance, Dental insurance, Vision insurance, 401(k), Profit sharing, Volunteer time off
Posted 24d ago
~40 hrs/week
Responsibilities
The Wealth Advisor Associate provides technical financial support to clients and assists advisors with business development and client meetings. They are responsible for managing client onboarding, creating financial plans, and delivering presentations to high-net-worth individuals.
Requirements
Candidates must have 1-2 years of experience in a financial support role and possess strong knowledge of investments, economics, and accounting. Proficiency in MS Office and specific financial software is required, along with the ability to obtain Series 65, AWMA, and AAMS designations.
Full job description
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a financial professional with hustle and a couple of years of experience working in a wealth management supportive role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!
As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Wealth Advisors who are focused on delivering our comprehensive service model. Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself and you also possess a high emotional IQ. You’re articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Wealth Advisor Associate:
Work with a high-performing & growth-orientated team of advisors who are incentivized to develop your career
Provide technical financial support to clients
Create and deliver client presentations
Participate in client meetings: Conduct data gathering, case design, and scenario building
Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients
Speak your mind, have your voice heard, innovate, and streamline existing processes
Grow yourself personally and professionally with the support of your team and upper management with the goal of advancing into a Senior Wealth Advisor Associate and then a Wealth Advisor role after succeeding in the supporting Associate position
What You Bring as Wealth Advisor Associate:
1-2 years of proven experience in a financial support role, ideally within wealth management
Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation
Excellent attention to detail, multi-tasking, and time management skills
Strong written and verbal communication skills required.
Strong knowledge base across investments, economics, accounting, and financial planning
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers
Outstanding ability to communicate, present, and influence your team and clients
Must have Series 65 OR pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment
A sincere desire to make a difference not only in your client's lives but in the world demonstrated through your own volunteer journey
Job Type: Full-time, salaried non-exempt
Location: This position is based out of our office in Bellevue, WA. This is an in-office position.
Salary: $80,000 base, plus $6,000 annual bonus paid in quarterly increments
Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.
Your goals. Our mission.
For advisory services, please visit our website missionwealth.com.
Industry
Financial Services
Company size
201-500 employees
Founded
2000
Headquarters
Santa Barbara, California
LinkedIn followers
4,647
Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living.
Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives.
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Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.
Offices: 1111 Chapala St, Floor 3, Santa Barbara, California 93101, US · 1212 Broadway Plz, Suite 17 & 20, Walnut Creek, California 94596, US · 1100 Glendon Ave, Floor 17, Los Angeles, California 90024, US · 2128 W 32nd Ave, Floor 2, Denver, Colorado 80211, US · 12555 High Bluff Dr, Suite 215, San Diego, California 92130, US
InvestmentsEducation ProjectionsRetirement Projections & PlanningCharitable GivingWindfall Planning (sale of a home or businessdivorceor funds received through a settlementor inheritance)Estate PlanningInsurance
How much do Management & Leadership jobs in Bellevue, WA pay?
Based on 900 listings with disclosed salaries, most management & leadership jobs in Bellevue, WA pay between $27k–$207k per year. Individual offers vary with seniority, company size, and specialization.
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There are currently 1,040 open management & leadership positions in Bellevue, WA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Bellevue, WA?
Companies currently hiring include Amazon, T-Mobile, TerraPower, PACCAR India, Puget Sound Energy, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Bellevue, WA?
Yes — 233 of the 1040 open management & leadership positions offer remote or hybrid work (38 remote, 195 hybrid).
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