About this opportunity
Claire Myers Consulting lists this Wealth Management Associate opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
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
Insurance Support
Assist with life, disability, and long‑term care insurance application processing, policy changes, and underwriting requirements
Process Improvement & Collaboration
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
Qualifications
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
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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Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.