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Associate Advisor Richland, WA

The Opportunity

Job Location:

Richland, MI - USA

Monthly Salary: Not provided by the employer

Posted: 6 August 2026 (28 days ago)

Application Deadline: 3 November 2026

Vacancies: 1 Vacancy

Job Summary

ASSOCIATE ADVISOR

Richland Washington Tri-Cities Area

Onsite Full-Time Long-Term Growth Opportunity

About the Opportunity

Our client is a well-established independent retirement and insurance planning firm serving clients throughout the Tri-Cities area of Washington. For more than 30 years the firm has built a highly referral-driven practice centered on trust long-term relationships and personalized retirement guidance.

The firm specializes in retirement income planning fixed and fixed indexed annuities Medicare planning long-term care strategies tax-aware retirement planning and legacy planning. Unlike many advisory firms that rely heavily on purchased leads seminars or outbound prospecting this practice has developed a multigenerational client base primarily through referrals and long-standing relationships.

This opportunity is ideal for someone who wants to build a long-term career within a growing independent financial planning practice while working directly alongside an experienced founder. The role is designed to evolve into a broader advisory and leadership opportunity with the potential to become an important part of the firms long-term succession plan.

The office is highly client-focused relationship-driven and community-oriented. The firm regularly hosts educational workshops retirement events and client appreciation gatherings through its in-house education center creating an engaging environment for clients and team members.

Position Overview

The Associate Advisor will work directly with the founder to support day-to-day client planning case preparation application processing retirement income planning and ongoing relationship management. This individual will play a critical role in streamlining operations while allowing the founder to spend more time meeting with clients and growing the practice.

This is not a purely back-office position. The ideal candidate will become increasingly client-facing participate in client meetings and reviews help manage investment and retirement planning relationships and grow into a larger advisory role over time.

The firm is seeking someone who is personable driven organized and highly trustworthy. Cultural fit and genuine care for clients are considered just as important as technical experience.

Key Responsibilities

Prepare retirement income illustrations annuity proposals and planning presentations.
Support holistic retirement planning conversations involving income taxes Roth conversions healthcare and legacy strategies.
Assist with fixed and fixed indexed annuity case design and implementation.
Participate in client meetings and annual reviews.
Build strong relationships with multigenerational clients.
Process applications and service paperwork accurately and efficiently.
Coordinate transfers rollovers and in-service rollover paperwork.
Maintain CRM workflows and documentation within Salesforce / Advisors Command.
Assist with educational workshops client appreciation events and in-house educational programs.

Ideal Candidate Background

Series 65 license
Life & Health insurance license
Experience in financial services insurance wealth management banking or retirement planning
Strong organizational and communication skills
Ability to build trust with clients of all ages
Professional personable and relationship-oriented demeanor
High attention to detail and consistent follow-through
Experience with retirement planning or annuity products is preferred
CRM experience preferably with Salesforce

Technology & Planning Tools

Salesforce / Advisors Command CRM
estate planning tools
Roth conversion and tax-planning software

Why This Opportunity Stands Out

This opportunity offers substantially more long-term growth potential than a traditional associate advisor position. The person joining the team will work directly alongside the founder of an established referral-based practice with more than three decades of client relationships and community presence.

The firm is looking for someone who wants to build a careernot simply fill a job. Over time the right individual will have the opportunity to become increasingly involved in client relationships retirement planning and potentially the future transition and growth of the business.

Unlike many firms where advisors spend most of their time prospecting this role provides the opportunity to work within an established referral-driven environment with a strong existing client base and consistent inbound opportunities.

Compensation & Benefits

Competitive base salary
Performance-based bonus opportunities
401(k) with employer match
Health insurance support/options
Additional voluntary benefits available
Long-term career growth opportunity
Direct mentorship from an experienced founder with more than 30 years in the industry

Location

This onsite role is based in Richland Washington and serves clients throughout the Tri-Cities area including Richland Kennewick and Pasco.

Required Experience:

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