Professional Financial Planners
in Bellevue, WA
Get in touch today!
Emerald Advisors
PHONE (425) 458-3853
EMAIL info@emeraldadv.com
ADDRESS 3055 112th NE STE 206 Bellevue, WA 98004
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We serve clients across the nation
Careers
Emerald Advisors is always looking for bright and motivated individuals to join our team of experts. If you’re interested in working with us, reach out today!
Emerald Advisors is seeking a Client Service Administrator to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to be the face of our firm through the account onboarding and day-to-day management of valuable client relationships. As a critical team member, you will contribute to a thriving business while being a part of the inner workings of an independent registered investment advisor. This individual must possess high attention to detail, a fiduciary mindset, strong organizational skills and a focus on providing world-class customer service.
*Please email resume and cover letter to info@emeraldadv.com.
Responsibilities:
· Coordinate the new client onboarding process including opening brokerage accounts, overseeing the transfer of assets, managing money movements, processing paperwork, updating the CRM and maintaining regular communications with the client along the way.
- Serve as a liaison between clients, custodian(s) and advisors.
- Aggregate and provide tax documents (i.e., 1099’s, K-1’s, etc.).
- Establish, manage and monitor client cash flows including ensuring sufficient funds for pending money movements, checking RMDs, fulfilling capital calls, establishing journals or wires.
- Become the subject matter expert for Schwab Advisor Center and Fidelity Wealthscape.
- Manage client data within the CRM and monitor to ensure accuracy.
Requirements:
- Bachelor’s degree, preferably in finance or business.
- Experience with brokerage accounts and third-party custodians such as Schwab or Fidelity a plus.
- 3+ years industry experience.
- Strong computer literacy.
- High level of organization and attention to detail.
- Ability to prioritize tasks, be proactive and ensure follow through.
- Strong communication skills including written correspondence.
- Team player, collaborative, adaptive and able to work well with others.
- Passion for helping clients.
- Demonstrated ability to think critically on a strategic level, take initiative and problem-solve.
Benefits:
- Competitive salary plus bonus opportunities.
- 401(k) with company match.
- Medical/dental/vision/life insurance.
- Free parking.
- 10 paid holidays plus 3 weeks PTO.
Emerald Advisors is seeking an Paraplanner to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to learn from experienced professionals while growing one’s career and contributing to a thriving business from the ground up. This individual must possess high attention to detail, strong analytical skills, a fiduciary mindset, and a focus on providing world-class customer service.
Responsibilities:
- Maintain client data in CRM and financial planning tools.
- Work closely with senior team members in collecting and analyzing client data for use in developing and presenting financial plans.
- Prepare slides for client proposals and annual review meetings. Coordinate post-meeting follow-ups.
- Assist in client onboarding and account opening.
- Support advisors in managing current and prospective client relationships.
- Stay current on industry trends, regulations and best practices in financial planning
Requirements:
- 1-3 years experience in a similar role in the financial services industry
- High level of organization and attention to detail.
- Excellent analytical and problem-solving skills.
- Ability to manage multiple tasks and prioritize effectively.
- Strong communication skills including written correspondence.
- Team player, collaborative, and able to work well with others.
- Passion for helping clients.
- Commitment to maintaining confidentiality and handling sensitive client information with discretion.
- Bachelor’s degree, preferably in finance or business.
- Demonstrated ability to think critically on a strategic level, take initiative and problem-solve.
- Proficiency with Word, Excel, and PowerPoint. Experience with eMoney and/or Redtail a plus.
Benefits:
- Competitive salary plus bonus opportunities.
- 401(k) with company contribution.
- Medical/dental/vision/life insurance.
- Ongoing career development, including training/certification and tuition reimbursement.
- Free parking.
- 10 paid holidays plus 3 weeks PTO.