Associate Advisor & Relationship Manager

Associate Advisor & Relationship Manager

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.

• 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.

• 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.

• 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)

Mid-Senior level

Full-time

Finance and Sales

Investment Management