We are looking for an exceptional person for a very important position at Merriman. We are a well-established and growing wealth management firm that needs people who will grow with us, personally and professionally.
We opened our doors in 1983 and quickly learned that wealth management is not about managing money. It’s about helping people the way we would want to be helped.
Today we manage approximately $2.5 billion in investments in three locations around the Pacific Northwest, giving ongoing investment advice to thousands of clients across the country.
We are highly selective in choosing our team members, who bring enthusiasm to their jobs, who enjoy each other and who take pride in working together to provide extraordinary service to our clients. We are highly respected in our industry, and we value our integrity above all else.
Overview: You will be a critical part of our Seattle, Washington team, working directly with our advisors to help ensure a complete and thorough understanding of our clients’ financial needs.
This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team. Elements of responsibilities include gathering client financial data, helping analyzing that data to come up with the proper recommendations and then monitoring it to ensure clients stay on track towards their financial goals. You will also utilize Morningstar and other planning software programs to analyze client portfolios and generate reports.
You will need to comprehend the high level concepts of our investment strategies and act as an excellent point of contact to Merriman. You will also need to learn and understand our investment philosophy and gain a working knowledge of all offerings to clients. Keep diligent client communication records in our CRM programs and facilitate the consulting process through the preparation and follow-up of each step in the wealth management process. You will also generate forecasting models for review meetings and maintain wealth management presentation materials.
At Merriman we work as a team, which includes supporting each other and lending a hand. It is not uncommon to utilize your skills and talents in other departments to work on projects and short-term tasks that need assistance.
Details: The job is located in Seattle, Washington. Normal hours are 7 a.m. to 4 p.m. Monday through Friday. You may be asked to occasionally attend a client event outside of normal business hours.
The ideal candidate for this job has a minimum 1 year of experience in financial services. He or she is comfortable dealing with information that is sensitive, personal and confidential. Other essential attributes include accuracy, good judgment, tact, reliability, trustworthiness, professional poise, excellent communication skills, the ability to work under stress and work with clients who are under stress. He or she must possess a professional persona and attire/appearance at all times.
The ideal candidate will have four year college degree and a passion for financial services. He or she will excel if they have the desire to learn and work toward their Certified Financial Planner or Chartered Financial Analyst designation. An NASD series 65 license is required for this position, however, you may study for and pass the exam within the first six months of employment at Merriman. This is an outstanding career position or is an ideal entry for those aspiring to become an advisor.
This position works in a high rise office environment. The position requires sitting, standing and mobility throughout the office. Ability to use common office products (phone, fax, PC and related software) is necessary to perform this job. The ability to communicate clearly and professionally is vital to the role of Associate Advisor.
We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges. Our pay is competitive, and our benefits include a co-funded retirement plan, medical coverage and much more.
As a result of the environment we strive to create for our staff, our employee turnover is very low. In the interest of our employee’s health, we are a non-smoking firm.
We look forward to hearing from you!