Associate Advisor
Bellevue, WA
Client Service
Full-time
Avier is one of Bellevue's fastest growing financial advisory firms and we are looking to hire an Associate Advisor. Avier has a great culture that focuses on serving our clients well while having a great time doing it. We believe in a work life balance, and we collaborate with team members to make sure work is accomplished. Avier focuses on the tech community and how to help employees maximize the benefits available to them through their work.
Associate Advisors are a critical component of the client advisory team. Each client has a 3-person advisory team that consists of a Lead Advisor, an Associate Advisor and a Client Service Associate. The Associate Advisor serves as one of the primary points of contact for clients and works with the Lead Advisor and Client Service Associate to make sure that all parts of the clients' financial life are addressed.
Associate Advisor Role:
Acts as a main point of contact for existing clients; coordinates with other client team members to ensure action items are completed.
Maintains notes on clients and updates Salesforce. Updates MoneyGuidePro financial plan information and ensures accuracy. Works within a variety of planning tools and software to make sure that the information correctly reflects the client.
Creates client meeting agenda and determines other deliverables to be presented, analyzes client data and develops strategies; collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation.
Reviews client's positions and Asset Allocation. Coordinates with Lead Advisor, Portfolio Management team and client to implement trades and allocation changes.
Provides analysis for advanced financial topics such as stock options, deferred compensation, restricted stock units and tax loss harvesting. Reviews client's financial life for opportunities to reduce taxes.
Coordinates with outside tax professionals and estate planning attorneys. Directs change in client accounts as necessary from outside resources.
Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client-related action items are communicated and memorialized in the CRM.
Works with the Client Service Associate to achieve timely execution of client requests such as contributions, distributions, wire requests and journals; ensures completion within specified time frames.
Works with Lead Advisor for initial plan presentation to prospects.
Candidate Experience:
Three+ years of experience in financial planning preferred within wealth management or a related industry; expected to be current with industry trends, terminology, and concepts
Significant progress towards or completion of the Certified Financial Planner (CFP ) designation
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and expected to learn other position-related systems on the job
Good time management ability to handle multiple client relationship requests and contending priorities from other team members. Uses team member resources effectively.
Knowledge of the following programs is a plus: Fidelity, Schwab, Salesforce, Orion, MoneyGuidePro
Compensation:
Avier provides competitive compensation across a variety of different areas. Employees receive the following benefits:
Salary Range of $90,000 - $130,000 (DOE)
Firm bonus based on profitability
401k match
Insurance coverage with employer HSA contributions
Flexible working schedules
Ability to work remotely
Paid Time Off
Education Reimbursement
Candidate compensation will vary by experience and is competitive with industry averages.
Please submit Resume and Cover Letter to
Reports to Director of Financial Planning