Associate Advisor

Our client is a well-established independent retirement and insurance planning firm serving clients throughout the Tri-Cities area of Washington. For more than 30 years, the firm has built a highly referral-driven practice centered on trust, long-term relationships, and personalized retirement guidance. The firm specializes in retirement income planning, fixed and fixed indexed annuities, Medicare planning, long-term care strategies, tax-aware retirement planning, and legacy planning.

About the Role

The Associate Advisor will work directly with the founder to support day-to-day client planning, case preparation, application processing, retirement income planning, and ongoing relationship management. This individual will play a critical role in streamlining operations while allowing the founder to spend more time meeting with clients and growing the practice.

This is not a purely back-office position. The ideal candidate will become increasingly client-facing, participate in client meetings and reviews, help manage investment and retirement planning relationships, and grow into a larger advisory role over time.

The firm is seeking someone who is personable, driven, organized, and highly trustworthy. Cultural fit and genuine care for clients are considered just as important as technical experience.

Responsibilities

• Prepare retirement income illustrations, annuity proposals, and planning presentations.
• Support holistic retirement planning conversations involving income, taxes, Roth conversions, healthcare, and legacy strategies.
• Assist with fixed and fixed indexed annuity case design and implementation.
• Participate in client meetings and annual reviews.
• Build strong relationships with multigenerational clients.
• Process applications and service paperwork accurately and efficiently.
• Coordinate transfers, rollovers, and in-service rollover paperwork.
• Maintain CRM workflows and documentation within Salesforce / Advisors Command.
• Assist with educational workshops, client appreciation events, and in-house educational programs.

Requirements

• Series 65 license
• Life & Health insurance license
• Experience in financial services, insurance, wealth management, banking, or retirement planning
• Strong organizational and communication skills
• Ability to build trust with clients of all ages
• Professional, personable, and relationship-oriented demeanor
• High attention to detail and consistent follow-through
• Experience with retirement planning or annuity products is preferred
• CRM experience, preferably with Salesforce

Technology & Planning Tools

• Salesforce / Advisors Command CRM
• Wealth.com estate planning tools
• Roth conversion and tax-planning software

Why This Opportunity Stands Out

This opportunity offers substantially more long-term growth potential than a traditional associate advisor position. The person joining the team will work directly alongside the founder of an established referral-based practice with more than three decades of client relationships and community presence.

The firm is looking for someone who wants to build a career—not simply fill a job. Over time, the right individual will have the opportunity to become increasingly involved in client relationships, retirement planning, and potentially the future transition and growth of the business.

Unlike many firms where advisors spend most of their time prospecting, this role provides the opportunity to work within an established, referral-driven environment with a strong existing client base and consistent inbound opportunities.

Benefits

• Competitive base salary
• Performance-based bonus opportunities
• 401(k) with employer match
• Health insurance support/options
• Additional voluntary benefits available
• Long-term career growth opportunity
• Direct mentorship from an experienced founder with more than 30 years in the industry

Location

This onsite role is based in Richland, Washington, and serves clients throughout the Tri-Cities area, including Richland, Kennewick, and Pasco.