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
Contact Form
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 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, 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 and regular communications with the client along the way.
- Serve as a liaison between clients and the custodian(s) as well as 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/Fidelity a plus.
- 3+ years industry experience.
- Strong computer literacy.
- High level of organization and attention to detail.
- Ability to prioritize tasks and ensure follow through.
- Strong communication skills including written correspondence.
- Team player, collaborative, 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.
- 9 paid holidays plus 3 weeks PTO.
Certified Public Accountant (CPA) Job Description
Emerald Advisors, LLC
Emerald Advisors, LLC is a Bellevue based fiduciary wealth management firm. We provide a high touch experience for our affluent clients. We value integrity, expertise, adaptability, and a growth mindset. We are looking for a motivated and experienced CPA to provide tax service and advice for our clients. We build relationships to last so the applicant must be able to communicate clearly and effectively, gain trust with our clients while executing necessary tax preparations, and be able to manage complex financial situations. Please send resume and cover to info@emeraldadv.com
*This is a full-time position (approx. 40 hours per week) and will include benefits. Flexible working hours and occasional remote working will be considered. Salary is commensurate with experience.
Responsibilities Include:
-
Collaborate with staff on income tax strategies, preparation, estate, retirement, investment and/or insurance planning.
-
Organize and update accounting records both digital and physical when required.
-
Represent our clients with IRS, State or other audits.
-
Maintain accurate financial records for clients including running detailed audits to ensure accuracy.
-
Review completed tax forms and provide recommendations.
-
Research and resolve tax and accounting issues affecting our firm and/or clients.
-
Develop and maintain strong relationships with clients through ongoing communication and
exceptional service.
-
Report to our Managing Director regularly.
-
Establish accounting policies and procedures while staying up to date on regulation changes or
industry developments.
Credentials and skills required:
-
Active CPA certification required.
-
Master in Tax required.
-
5 + years’ experience in public accounting (may consider less for the right applicant).
-
Experience with Lacerte or equivalent tax software.
-
In-depth tax knowledge at the local, state, and federal levels regarding individual income tax returns
as well as estate tax returns.
-
Audit experience with IRS and state tax authorities (optional).
-
Dedicated to providing exceptional customer service for clients, creating an exceptional client
experience both in person and through virtual tools.
-
Self-motivated, manages time well, highly organized, and works well with accumulative deadlines
and workflows.
-
Strong attention to detail.
-
Emerald Advisors is seeking an Associate Financial Planner 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. The ideal candidate is an individual looking to pursue a CFP designation while learning the inner workings of an independent registered investment advisor. This individual must possess high attention to detail, a fiduciary mindset, and a focus on providing world-class customer service.
*Please email resume and cover letter to info@emeraldadv.com.
Responsibilities
- 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 as well as interface with custodians.
- Provide top-quality customer service including bridging interactions between clients and relevant team members.
- Develop rapport with clients and foster long-term relationships.
- Attend CFP education courses.
- Maintain client data in CRM and financial planning tools.
Future Responsibilities:
- Deliver financial planning advice for high-net-worth clientele.
- Develop and manage client relationships independently.
Requirements:
- High level of organization and attention to detail.
- Ability to prioritize tasks.
- Strong communication skills including written correspondence.
- Team player, collaborative, and able to work well with others.
- Passion for helping clients.
- Bachelor’s degree, preferably in finance or business.
- Desire to pursue CFP designation.
- Demonstrated ability to think critically on a strategic level, take initiative and problem-solve.
- Proficiency with Word, Excel, and PowerPoint.
Benefits:
- Competitive salary plus bonus opportunities.
- 401(k) with company match.
- Medical/dental/vision/life insurance.
- Ongoing career development, including training/certification and tuition reimbursement.
- Free parking.
- 9 paid holidays plus 3 weeks PTO.