Wealth Management AssociateClaire Myers Consulting • Seattle, WA, US
Wealth Management Associate
Claire Myers Consulting • Seattle, WA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Open and maintain accounts; process trades, transfers and wire / ACH requests Monitor alerts, funding, advisory activities, and document compliance needs Support proposal revisions, performance reviews, and operational workflows Assist with life, disability, and long-term care insurance application processing, policy changes, and underwriting requirements Escalate issues appropriately to ensure timely resolution Identify and propose workflow efficiencies to continuously improve client and team experience Maintain clean, organized, and compliant client records Bachelor’s degree required 3–5 years of investment brokerage operations experience FINRA Series 7 & 66 (or Series 7 + 63 & 65 equivalent) within 6 months of hire if not already licensed WA state life & health insurance license (or willingness to obtain within 6 months) Strong client written and verbal communication skills and ability to juggle multiple priorities in a fast-paced environment Proficient with MS Office and CRM technology Compliance-focused mindset and strong attention to detail Base salary : $70,000–$110,000 depending on experience and licensing 90–100% employer-paid health coverage (plan-dependent) 4% 401(k) match PTO, paid holidays and paid volunteer day Employer-paid disability coverage
Job Description
Job Description
Overview :
Our client is a highly reputable private wealth management practice providing comprehensive financial planning, investment management, and insurance solutions. They are seeking an experienced Wealth Management Associate to support daily investment operations, enhance the client experience, and partner closely with Advisors to deliver exceptional service. This role is ideal for a polished professional who thrives in a fast-paced environment and is passionate about helping clients feel confident in their financial futures.
Key Responsibilities :
Client Service & Meeting Support :
- Serve as a primary point of contact for clients, handling inquiries and follow-up with urgency and professionalism
- Assist with meeting preparation including reviewing financial profiles and building plan updates under Advisor guidance
- Participate in client meetings, present select materials, and document action items with accuracy
Investment Operations :
Insurance Support :
Process Improvement & Collaboration :
Qualifications :
Compensation & Benefits :
Work Environment :
The team is small, collaborative, and driven by high standards and genuine care for clients. Based in a top-tier downtown Seattle office with hybrid work options available.
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