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Associate Wealth Advisor - Issaquah


Description

The Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm’s small to mid-size clients, the Associate Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Triad Financial Strategies.


  • Develops new client relationships.
  • Sources prospective client opportunities by capitalizing on networking and referrals.
  • Follows up on firm-generated leads.
  • Services and delivers financial planning to client base.
  • Assists in research.
  • Assists in developing client presentations.
  • Services client needs and requirements as determined through client interaction. Proactively communicates with clients.
  • Promotes the firm’s wealth enhancement and planning services.
  • Promotes established investment models and strategies that are suitable for our targeted clients.
  • Adheres to all company and industry supervisory guidelines and policies.
  • Participates in required meetings, training and continuing education requirements.
  • Assists the Firm’s Principal Wealth Advisor as requested.
  • Performs other duties as assigned.


  • At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients.
  • Active Series 7 and 63 licenses.
  • Active Series 65 or 66.
  • Life, Health and LTC Licenses.
  • Clean U-4 and U-5 history.
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) preferred.


  • Excellent verbal, written, presentation and interpersonal communication skills.
  • Excellent relationship management skills.
  • Superior business development skills.
  • Excellent attitude and an extraordinary client service orientation.
  • A genuine interest in serving and caring for clients.
  • Excellent organizational and time management skills.
  • A burning desire to succeed.
  • Proficiency in Microsoft Office Suite.
  • Bachelor's degree or higher strongly preferred.
  • Attendance is an essential function.
  • Salary is commensurate with experience.



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