Associate Wealth Advisor

Associate Advisor

Greater Seattle Area

ISCs Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals business owners entrepreneurs and multi-generational families.

Our client is seeking an Associate Advisor to support the delivery of high-touch family office-level service to sophisticated clients. Working alongside Advisors and Senior Advisors this individual will play a key role in financial planning investment analysis client meeting preparation and ongoing relationship management.

This position is designed as a developmental advisory role offering hands-on exposure to comprehensive wealth management including investment management estate planning tax strategy risk management charitable planning and business succession planning. This is an exceptional opportunity for an ambitious wealth management professional seeking direct client exposure and a clear path toward becoming a trusted advisor.

Responsibilities

• Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients.
• Assist with financial planning investment analysis and portfolio reviews.
• Analyze client holdings investments and forecasting scenarios.
• Conduct investment research on markets asset classes and securities.
• Evaluate portfolio allocations and investment strategies.
• Execute investment programs and place trades under senior advisor direction.
• Prepare customized reports client presentations and investment analyses.
• Support estate planning and wealth transfer discussions through presentation development and analysis.
• Maintain current knowledge of investment markets industry trends and financial planning strategies.

Qualifications

• 3 years of experience supporting ultra-high-net-worth clients within wealth management private wealth family office or investment advisory environments.
• Bachelors degree required.
• Progress toward CFP CFA CIMA CAIA or similar professional designation preferred.
• Strong analytical quantitative and problem-solving skills.
• Excellent written and verbal communication abilities.
• Advanced proficiency in Microsoft Excel PowerPoint and Word.
• Ability to quickly learn and utilize financial planning portfolio reporting CRM and data analytics systems.
• Highly organized with exceptional attention to detail and a client-first mindset.