Associate Wealth Advisor

At Stabler Wealth Management, an independent firm managing nearly half a billion dollars in client assets, we go beyond basic financial planning. We guide individuals and families toward financial freedom, helping them live their best lives. Our experienced team provides personalized investment management, tax planning, financial planning, and risk management services.

Role Description

We're looking for a team-oriented professional who combines ambition and a strong work ethic with a genuine commitment to our clients. In this versatile role, you'll cover a wide range of tasks including research, financial analysis, and report preparation, as well as participate in client meetings. You'll also play a key role in managing client relationships and assisting with portfolio management.

Key Responsibilities:

• Assist in the construction and monitoring of financial plans.
• Be an integral part of our advisory team by contributing to the client meeting process, responding to client inquiries, and performing financial analysis.
• Communicate effectively with clients and team members.
• Lead the research and implementation of innovative technology, including AI.
• Support our growth initiatives by assisting with the creation of client educational materials.
• Assist with reviewing and rebalancing portfolios, including directing trades on behalf of clients.
• Actively seek ways to improve the client experience and content.
• Identify and implement improvements and efficiencies.

Qualifications

• Positive attitude, strong work ethic, and commitment to continuous learning.
• Commitment to the highest ethical standards and integrity.
• An excitement for being a key part of a growing small business.
• Ability to work independently and in a team environment.
• Excellent organizational and communication skills, and ownership of your work.
• Effective task management and prioritization abilities.
• 2+ years of professional experience, preferably in the fields of finance or business.
• Proficiency in MS Office (Excel, Word, and PowerPoint).
• Bachelor's degree from an accredited university.
• Plans to pursue the Certified Financial Planner® (CFP®) designation, if not already completed. (Stabler Wealth Management will support the related expenses).

Compensation and Benefits:

We provide a competitive salary matching your experience and skills and offer a quarterly bonus based on company and individual performance. The full compensation range for this position is $80,000 to $110,000, depending on experience.

• Career growth opportunities, with a clear path to becoming a Wealth Advisor.
• A positive team culture where we put our employees first.
• Work from home flexibility.
• Generous paid time off.
• 401K contribution program (6% firm contribution).
• Medical, Dental, and Vision insurance coverage including access to H.S.A. plans.
• Parking included.
• Educational reimbursements.
• Free financial planning for employees.

Career Development:

This role offers a tremendous opportunity to develop your skill set and achieve career growth within the firm. You will work closely with experienced team leads and firm partners and will be provided with a clear path to becoming a Wealth Advisor. We’re dedicated to helping our team members become key contributors and evolve into leadership roles.

Job Type: Full-time

Pay: $80,000.00 - $110,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Relocation assistance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Professional (Finance of Business): 2 years (Preferred)

Ability to Relocate:

• Bellevue, WA 98005: Relocate before starting work (Required)

Work Location: In person