Job Description

A well known wealth management firm located in Bellevue, WA is seeking a Registered Client Associate to join their team. The company specializes in trust services, equity capital, investment banking, public finance and more. The ideal candidate will have completed the Series 7 and 66 exams along with an in-depth knowledge of the securities industry. The Registered Client Associate will work directly with a Financial Advisor and be involved in all aspects of client relations including wealth planning, portfolio analysis and more. The company offers a comprehensive benefits package including medical, dental. vision, life insurance and more perks, apply today! DAY TO DAY DUTIES

• Build and maintain relationships with clients
• Assist in delivery of goals-based financial planning solutions
• Review and monitor client progress towards goals and milestones in accordance with the clients plan
• Work with the financial advisor to manage client portfolios
• Rebalance portfolios on a periodic basis
• Actively seek out knowledge of all products, services and systems
• Support prospecting of new clients

QUALIFICATIONS

• Bachelor's degree in business, finance, or accounting required
• Completion of the Series 7 and Series 66 exams required
• In-depth understanding of financial planning concepts
• Proficient in Microsoft Office and Outlook required
• Strong customer service skills
• Results driven

#LI-POST #LI-ONSITE #INDNAT #ZR