Associate Advisor (Relationship Manager)

Job overview

The Associate Advisor (Relationship Manager) works fully onsite in Bellevue, WA, Monday through Friday. Compensation is a $50,000 base salary plus bonuses, with target total compensation of $75,000 or more in the first year. The role joins an independent wealth management firm's advisory team. The associate manages an established client segment while learning from senior advisors, supporting financial planning and investment recommendations, and coordinating account and client-service operations as a path toward expanded advisory responsibilities.

What you'll do

• Manage relationships with an established book of approximately 1,000 client households
• meet with clients and respond to requests
• prepare meeting materials, proposals, and planning recommendations
• participate in client meetings with a senior advisor
• support fee-based planning and advisory relationships
• coordinate account openings, transfers, and service requests
• and identify opportunities within the existing client base.

What we're looking for

Skills & competencies

full-time

associate advisor

relationship manager

wealth management

financial planning

client relationships

investment recommendations

bellevue wa

onsite

monday–friday

$50k base

$75k+ target compensation

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision coverage
• retirement plan with 3% match
• two weeks of paid vacation to start
• major holidays
• paid parking
• access to an onsite gym.

Why this role

The role offers an established client segment rather than requiring cold outreach to build a client base, with mentorship and a long-term advisor development path.

About the employer

Claire Myers Consulting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.