Demo

Associate Advisor

Private Advisory
Redmond, WA Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 4/5/2025

About the Company:

Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you’re a responsible, professional, and people-oriented individual, we’d love to hear from you. Contact us today to explore this exciting opportunity!


About the Role:

Join Our Dynamic Team as an Associate Advisor! As an Associate Advisor, you’ll play a crucial behind-the-scenes role, supporting our clients and principal advisors. Your ability to prioritize, anticipate needs, and adapt to changing variables will be key. We’re looking for someone who thrives in a team environment, is deadline-driven, and possesses strong organizational skills.


Responsibilities:


Client Interaction:

  • Comfortably engage with clients, providing exceptional service.
  • Listen actively and respond professionally to client inquiries.


Operational Support:

  • Process account openings, transfers, and distributions in compliance with government regulations and company policies.
  • Prioritize telephone calls, emails, and daily account maintenance tasks.
  • Assist with administrative duties.


Growth Potential:

  • As your skillset and interest expand, you’ll have ample opportunity to take on more financial planning and client advisory functions.


Qualifications:

Educational and Experience Preferences:

  • Undergraduate degree or higher
  • Finance or Accounting degree
  • CFP (Certified Financial Planner)
  • Minimum 5 years of industry experience


Required Skills:

  • Reliability: You follow through on commitments and execute plans effectively.
  • Detail Orientation: You have a systematic approach to tasks and pay attention to the finer points.
  • Interpersonal Skills: Effective communication and listening skills are essential.
  • Career-Driven: You’re eager to develop within the financial services industry.
  • Tech-Savvy: Excellent computer skills and a willingness to learn our software.
  • Confidentiality: You understand the importance of privacy and confidentiality.



Pay range and compensation package:

Base Salary: Extremely competitive, based on experience

Bonus: Tied to personal and firm results

Vacation: 2 weeks

Personal Time Off / Sick Days: 10 days

Retirement: 401(k) plan with matching

Healthcare: Health, Vision and Dental plans available


Equal Opportunity Statement:

Include a statement on commitment to diversity and inclusivity.

Salary : $90,000 - $120,000

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