Apply on Employer Site

Badgley Phelps Wealth Managers · 5 days ago

Associate Wealth Manager

Seattle, WA

Full-time

Onsite

New Grad, Entry Level

$85K/yr - $120K/yr

Badgley Phelps Wealth Managers is a trusted name in wealth management for over 50 years, dedicated to improving clients' financial lives. The Associate Wealth Manager will support client relationships and sales efforts, contribute to client reports, and oversee project management tasks to ensure timely execution of high-level client projects.

Asset ManagementFinanceFinancial ServicesWealth Management

Hiring Manager

Julie Parisio Roy, CFA CFP

Responsibilities

Contribute to the preparation of client quarterly reports

Creates meeting agenda and prepares material

Client and professional partners' requests for information and actions

Minor research knowledge to answer the client’s fundamental questions

Support all elements of the wealth manager’s sales efforts

Occasionally stand in for a wealth manager to handle client inquiries and meetings

Lead problem-solving efforts

Play the role of project manager, overseeing the planning as well as execution of high level client projects or tasks, especially those that involve both the Wealth Manager and/or the CSA to avoid anything ‘falling through the cracks’ and ensure it is completed on time

Qualification

Client relationship skillsProject managementAttention to detailCommunication skillsListening skillsTask prioritizationTime management

Required

Reliable and conscientious —trustworthy and accountable

Attention to detail

Strong client relationship skills, listening, relatability, and communication

Prioritize tasks and manage/communicate expectations

Time management—procrastination catches up

Excellent communication skills, both internally and externally

Internal processes are carefully followed

Listening skills

Understand and communicate Badgley investment philosophies

Ability to play the role of gatekeeper and/or project manager. Must be able to identify what tasks or questions are best completed/answered by the WM and CSA, and delegate accordingly, and oversee execution

Benefits

Generous and comprehensive health insurance program.

Life and long-term disability insurance.

A generous Paid Time Off/Paid Sick Leave Policy.

401(k) plan with a 3% employer match.

New business incentive compensation program.

Commuter/Transit benefit program.

We offer eleven (11) paid holidays and a personal day floating holiday.

Company

Badgley Phelps Wealth Managers

Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their wealth.

Founded in 1966