Associate Financial Advisor

Job overview

The Associate Financial Advisor is an onsite, full-time role based in Bellevue, WA, with a salary range of $100,000 - $125,000 per year. This position supports the wealth management practice at Jambalaya Group. This role exists to provide comprehensive financial planning and investment guidance to clients. It contributes to the company's goals by building long-term client relationships and delivering proactive, high-quality financial advice.

What you'll do

• Conduct client meetings
• prepare financial plans and investment recommendations
• manage client relationships
• resolve service matters
• collaborate with internal planning resources
• participate in practice growth activities.

What we're looking for

Skills & competencies

full-time

financial advisor

wealth management

bellevue wa

finance

client relations

financial planning

investments

$100k-$125k

Work arrangement

• Weekend coverage required

Benefits & perks

• Performance-based incentive opportunity, comprehensive benefits.

Why this role

Performance-based incentive opportunity; focus on high-net-worth relationships; collaborative team environment.

About the employer

Jambalaya Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.