Associate Wealth Manager

As an Associate Wealth Manager, you will support all aspects of the client relationship and

sales efforts. You will work closely with the senior members of your team to maintain a fast

pace and solve any issues that arise. This is a critical role on the team, relied upon to manage

up and down the organization. This work will involve:

• Contribute to the preparation of client quarterly reports
• Creates meeting agenda and prepares material
• Client and professional partners' requests for information and actions
• Minor research knowledge to answer the client’s fundamental questions
• Support all elements of the wealth manager’s sales efforts
• Occasionally stand in for a wealth manager to handle client inquiries and meetings
• Lead problem-solving efforts
• Play the role of project manager, overseeing the planning as well as execution of high level client projects or tasks, especially those that involve both the Wealth Manager and/or the CSA to avoid anything ‘falling through the cracks’ and ensure it is completed on time.

Qualifications and Skills

• Reliable and conscientious —trustworthy and accountable
• Attention to detail
• Strong client relationship skills, listening, relatability, and communication
• Prioritize tasks and manage/communicate expectations
• Time management—procrastination catches up
• Excellent communication skills, both internally and externally
• Internal processes are carefully followed
• Listening skills
• Understand and communicate Badgley investment philosophies
• Ability to play the role of gatekeeper and/or project manager. Must be able to identify what tasks or questions are best completed/answered by the WM and CSA, and delegate accordingly, and oversee execution.

About Badgley Phelps

Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years,

distinguishes itself through its distinctive approach. Since 1966, we've been more than just

fiduciaries; we've been partners in our clients' wealth journey. Our base in Seattle, Washington, is

the hub for our independent and unbiased investment advisory services, catering to high-networth

individuals, families, and institutions. Our team thrives in a collaborative environment

dedicated to improving our clients' financial lives.

We are a team-based, safe, and positive work environment where employees are encouraged to

take on new responsibilities and accept new challenges. This is a salaried position with incentive

compensation and an annual bonus opportunity.

The salary range for this position is $85,000 to $120,000, and there is also a notable annual bonus

program. We offer a competitive benefits package which includes:

• Generous and comprehensive health insurance program.
• Life and long-term disability insurance.
• A generous Paid Time Off/Paid Sick Leave Policy.
• 401(k) plan with a 3% employer match.
• New business incentive compensation program.
• Commuter/Transit benefit program.
• We offer eleven (11) paid holidays and a personal day floating holiday.

At Badgley Phelps, every employee is invested in the firm’s reputation and identity. We’re driven

by what’s best for our clients every time. We ensure the highest level of client service by listening

to and respecting one another. You might call that teamwork. We call that common sense, good

business, the right way to work.