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    Associate Wealth Management Advisor - Seattle, United States - RK Partners

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    Job Description

    Job Description

    Associate Wealth Management Advisor


    Join a dynamic team as an Associate Wealth Management Advisor (AWMA), where creativity meets financial expertise. As an AWMA, you'll be the cornerstone of client service operations, ensuring seamless processing of variable products and securities while maintaining an efficient and compliant office environment. Your role as a liaison between the home office, financial advisors, and clients will be pivotal in fostering strong relationships and delivering exceptional service.

    Responsibilities:

    Craft engaging planning presentations using cutting-edge tools

    Coordinate with advisors to gather necessary information for seamless processing

    Maintain accurate records and handle correspondence efficiently

    Keep abreast of industry trends and conduct insightful research

    Ensure compliance with regulatory requirements

    Proposal and Case Preparation:

    Prepare tailored proposals and advisory materials

    Recommend optimal portfolio options based on client needs

    Facilitate smooth account processing and asset transfers

    Client Service:

    Provide personalized service to address client needs

    Explain complex financial concepts in simple terms

    Administer advisory products and handle redemptions/withdrawals

    Qualifications:

    Series 7, Series 66/63, and Washington Life & Health licenses preferred

    1-4 years of experience in Financial Services or Insurance industry

    Familiarity with trading and Microsoft applications

    Excellent communication and problem-solving skills

    Ability to manage multiple projects effectively

    Willingness to embrace change and learn continuously

    Compensation and Benefits:

    Competitive base salary with annual bonuses

    Opportunities for professional growth and development

    Generous PTO and comprehensive benefits package

    Retirement plan with company match



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