At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their team.

This is a unique fully remote opportunity that will focus on financial planning (not asset gathering) while maintaining current relationships and offers a high-end salary plus bonus, full benefits, 401k w/ match, and PTO.

Essential Duties and Responsibilities:

• The following duties generally represent the nature and level of work assigned:
• Prepare financial planning, asset allocation, and investment performance reports for client meetings
• Support the Senior Advisors in creating and assembling materials for client meetings
• Attend client meetings
• Assist in the execution of client recommendations
• Assist the Senior Advisors in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
• Perform research in investments, income tax planning, estate planning, employee benefits, the impact of recent regulations, and financial markets
• Manage workflow and prioritize projects

The position will focus on the following areas:

• Investment strategies
• Deferred Stock
• Asset allocation
• Cash flow strategies
• Tax planning
• Retirement planning
• Insurance Strategies
• Estate planning
• Charitable giving
• Financial and portfolio reporting

Qualifications:

• Bachelor’s degree or higher
• FINRA Series 65 preferred
• Certified Financial Planner designation a plus (or willing to obtain within two years)
• Experience with goals-based planning software (ex.. eMoney, MoneGuidePro)
• Excellent interpersonal, communication, presentation, and listening skills
• Ability to understand and explain sophisticated financial concepts and issues
• Strong problem-solving skills
• Detail-oriented, accurate, organized, able to set priorities, self-starter
• Financial planning/wealth management acumen, judgment, and experience
• Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment
• Proficiency with Word, Excel, and PowerPoint