Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 38 days ago

Associate Financial Advisor

Workable (global search)108,016 open roles

Where
Bellevue, WA, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate Financial AdvisorWorkable (global search) · Bellevue, WA, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 38 days ago

Workable (global search) median: 7 days open

The posting

The Opportunity

Allegiance Wealth Management is seeking a relationship-oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role is designed for an advisor who enjoys translating complex financial information into clear, actionable guidance and building trusted, long-term client relationships.

The Associate Financial Advisor will lead client meetings independently and partner with other advisors when appropriate, execute the practice's client service model, contribute to comprehensive financial plans, and help clients implement planning and investment recommendations. Success requires sound judgment, strong follow-through, attention to detail, and a team-first mindset.

What You Will Do

Client Relationship Management

· Prepare for and conduct client meetings independently or in partnership with another advisor; document decisions, opportunities, and follow-up items in the CRM.

· Help clients clarify financial and life goals and connect those goals to a comprehensive planning strategy.

· Address day-to-day client needs and resolve escalated service matters in partnership with the client service team.

· Deliver meeting notes and action items to the support team within established service standards, generally within 24 hours.

· Maintain complete, accurate client records and provide timely, thoughtful responses to client communications.

Financial Planning & Implementation

· Review client data, financial inventories, and preliminary analyses for accuracy and completeness.

· Evaluate and help finalize planning recommendations, action plans, and implementation strategies.

· Interpret financial statements, perform calculations, and run hypothetical scenarios and illustrations.

· Present recommendations clearly and guide clients through agreed-upon implementation steps.

· Partner with internal planning resources to ensure advice is comprehensive, practical, and aligned with each client's goals.

Investment Support

· Complete managed-account reviews and related follow-up after client meetings.

· Assist with investment policy statements, including customized statements for high-net-worth relationships.

· Support portfolio reallocations outside established models when appropriate.

· Communicate the practice's economic and investment perspective to clients in clear, accessible language.

· Make investment recommendations consistent with practice guidance and applicable regulatory requirements.

Practice Growth & Team Contribution

· Deepen client relationships and identify opportunities to expand the value of the advice provided.

· Participate in client-appreciation and organic-growth activities, including natural referral conversations.

· Develop relationships with centers of influence, such as CPAs and attorneys.

· Partner with the client service team to maintain accurate client segmentation and deliver the appropriate service model.

· Identify opportunities to improve workflows, service quality, and team efficiency; delegate and provide feedback when appropriate.

· Participate in team meetings, special projects, and initiatives supporting the practice's annual goals.

What Success Looks Like

· Clients experience responsive, proactive service and understand the recommendations provided to them.

· Meeting preparation, documentation, and follow-up are accurate, complete, and timely.

· Planning and investment recommendations are thoughtful, compliant, and aligned with client goals and practice guidance.

· The advisor builds trust across the team, contributes ideas, and takes ownership of commitments.

· Client relationships deepen over time through strong service, comprehensive advice, and appropriate organic growth.

Work Environment

This position operates in a professional office environment and routinely uses computers, telephones, and other office equipment. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the role.

Equal Opportunity

Allegiance Wealth Management is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other status protected by applicable law.

Requirements

What You Bring

· Active FINRA Series 7 and Series 66 registrations, or Series 63 and 65 registrations.

· Active state life, accident, and health insurance licenses.

· Experience supporting or managing client relationships within wealth management, financial planning, or a related financial-services environment.

· Working knowledge of comprehensive financial planning, investment concepts, and regulated advisory practices.

· Ability to lead client conversations, exercise sound judgment, maintain confidentiality, and follow through consistently.

· Strong written and verbal communication skills, with the ability to explain complex topics clearly and empathetically.

· High degree of integrity, organization, accountability, adaptability, and attention to detail.

· Proficiency with Microsoft 365 and the ability to learn CRM, planning, investment, and other proprietary systems.

Preferred Qualifications

· Bachelor's degree or equivalent combination of education and relevant experience.

· An entry-level professional designation such as CRPC, RICP, BFA, or APMA.

· CFP, ChFC, CFA, or CIMA designation, or a demonstrated commitment to pursuing an advanced designation.

· Experience serving high-net-worth clients and collaborating with multidisciplinary professional partners.

Benefits

Compensation & Benefits

The anticipated base salary range for this position is $100,000-$125,000 per year, based on experience, credentials, and demonstrated ability to independently manage client relationships. The role is also eligible for a performance-based incentive opportunity. Benefits and additional compensation will be discussed during the interview process.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.