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Associate Financial Advisor

2 months ago

Mercer Island, United States Goldbloom Wealth Management LLC Full time

We’re looking for an Associate Advisor to join the firm and be an impact player on our team. While experience is preferred, we’re open to reviewing all experience levels although securities (and insurance within 3 months) licensing is a requirement of this position. We can structure for the position to be an Associate Advisor, Lead Advisor, or Senior Advisor depending on experience. Our focus is specifically who the person is and how we all work together. Yes, this is a growth opportunity.


Company Description

Goldbloom Wealth Management LLC (GWM) is a fiduciary wealth management firm located in Mercer Island, WA. We provide 100% transparency, and are focused on optimizing our client's True Wealth. Our values-based services focus on understanding our clients personally and building plans around what they find most important in life. We take a multi-generational approach to planning, ensuring a legacy for our clients and their families, ensuring they are able to optimize their True Wealth and focus their time on the things more important than money. We are a team of passionate professionals who thrive in a high-energy work environment, and are always willing to advocate for our client's best interest.



Role Description

This is a full-time on-site role for an Associate Financial Advisor at Goldbloom Wealth Management LLC. The Associate Financial Advisor is a team-centric role. Routine responsibilities include but are not limited to:


  • Participating in or leading client meetings
  • Quickly and thoroughly responding to client requests
  • Working with the Financial Operations department to execute client actions
  • Advising clients on Estate Planning, Cashflow Planning, Insurance, and other financial subjects
  • Maintaining accurate and complete CRM records of all interactions with clients
  • Communicating with the Team quickly and effectively to ensure client needs are met
  • Recommending financial plans & allocations to lead advisor


We are open to someone with an existing book of business or a desire to grow the firm's book.


Qualifications

  • Series 65 or equivalent
  • Insurance License or willingness to get Insurance License by end of 2024
  • Strong understanding of the things more important than money
  • Strong computer & technical skills
  • Experience in providing Financial Advisory services
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Attention to detail
  • "People Person", must enjoy client service
  • Desire & Drive to build client relationships with new and existing client base
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Microsoft Office Proficiency
  • History with CRM use a plus