Associate Advisor & Relationship Manager

Associate Advisor/Relationship Manager

Location: Vancouver, WA 

We are seeking a personable, proactive, and detail-oriented Associate Advisor to join our team. This on-site position based in our Vancouver, WA office (not remote or hybrid) focuses on strengthening client relationships, delivering exceptional service to a defined group of clients, and supporting Senior Advisors/Management to ensure a seamless, high-touch client experience. 

The ideal candidate is a committed, team-oriented professional who is passionate about helping individuals achieve their financial goals through a structured process that integrates financial planning and investment management. If you thrive in a client-focused, collaborative environment and bring prior experience in financial services, we encourage you to apply. 

Key Responsibilities 

• Build and maintain strong relationships with an assigned group of clients, delivering personalized, high-quality service. 
• Support Senior Advisors/Management by assisting with, and at times executing, steps in the client service process. 
• Participate in client meetings, document action items, and ensure follow-up tasks are completed. 
• Drive client satisfaction, loyalty, and referrals through exceptional service and trusted relationships. 
• Prospect within the existing client base and warm leads to support business development efforts. 
• Work with and collaborate closely with colleagues across portfolio management, operations, and planning to prepare materials and deliver flawless client experiences. 
• Track client interactions and activities in the firm’s CRM system. 
• Stay up to date on industry regulations, market trends, and best practices in wealth management. 
• Ensure compliance with company policies and regulatory requirements. 
• Assist with special projects and firm initiatives that support client retention and growth. 

Qualifications 

• Bachelor’s degree in business, finance, or related field (preferred). 
• Active Series 65 license required. 
• Clean U4 record. 
• Minimum 3 years of experience in relationship management or sales within financial services. 
• CFP® preferred, or commitment to earing the designation within 2–3 years of hire. 
• Solid knowledge of financial planning and investment concepts. 
• Strong written and verbal communication skills. 
• Excellent interpersonal skills with a collaborative, client-first mindset. 
• Highly organized, self-motivated, and committed to delivering results. 
• Must be a strong team player, able to partner effectively with colleagues while also managing responsibilities independently. 
• Proven time management skills with the ability to stay organized and prioritize tasks to meet deadlines.  
• Proficiency in Microsoft Office Suite and CRM platforms. 
• Required to work on-site at our Vancouver, WA office. This position is not remote or hybrid. 
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Compensation & Benefits 

• Starting Salary: $65,000 - $100,000 (commensurate with experience and qualifications) 
• 10 Paid Holidays 
• Generous Paid Time Off (PTO) 
• Employer-paid health, dental, and vision insurance 
• SIMPLE IRA with company match 
• Flexible Spending Accounts (FSAs) 
• Education reimbursement program 
• Company charitable donation match