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Senior Associate Financial Advisor

Merriman Wealth Management
Seattle, Washington State
$75,000 to $130,000
Closing date
Jun 3, 2024

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Merriman is searching for an exceptional person to join our team as a Senior Associate Advisor. The person filling this position will work as an integral team member with one or more advisors and client service associates to empower our clients to live fully by helping them with all aspects of their financial lives. The associate advisor position provides an opportunity to have an immediate impact on clients while also developing the skills needed to be a lead advisor and partner in the firm. We are highly selective in choosing team members and seek a unique individual who has a driving passion for engaging with and taking care of people and an interest in financial planning and investment management. We are a well-established and expanding wealth management firm that needs people who will grow with us, personally and professionally.  


The Job 


As a Senior Associate Advisor, your primary roles will be to support one or more wealth advisors and yourself with developing financial and investment recommendations for new and existing clients. You will: 


In tandem with a wealth advisor or on your own, meet with current and prospective clients to understand their financial needs, goals, and concerns and gather details about their current financial data.  


With guidance or on your own, review their financial situation and develop custom recommendations for their unique needs. 


Utilize portfolio analysis tools such as Morningstar and financial and tax planning software such as MoneyGuide Pro and Holistiplan to analyze their portfolio, assets, and tax picture and generate reports.  


Participate in client meetings with an advisor or on your own including presenting analyses and recommendations, answering questions, and addressing concerns. 


Supporting our team of advisors and yourself in bringing the benefits of our wealth management process to more clients is also an important part of the role. This support may involve:  


Attending events such as dinners, retirement parties, and educational events and interacting with prospective clients to answer questions and talk about Merriman. 


Researching and creating articles, blog posts, and videos on financial planning topics. 


Producing educational presentation materials for use by advisors and other employees. 


We view the senior associate advisor role as a training ground for up-and-coming wealth advisors and ongoing education and professional development is a key part of the job. You will be expected to: 


Have or agree to obtain a NASSA Series 65 license as this is a requirement for the position. You must pass the exam within the first six months of employment at Merriman.  


Have already obtained the Certified Financial PlannerTM designation or something similar. 


Learn and understand our investment philosophy and become proficient at explaining it to clients and answering their questions. 


Gain a working knowledge of financial and tax planning software and tools and develop the ability to answer the most common questions independently. 


The Company 


We opened our doors in 1983 and since then we have become an established firm of intellectually curious, motivated people that combine technical expertise with compassion and empathy. We are financial educators and life advisors with a fresh approach to wealth management who support clients throughout their entire journey. 


We believe true wealth is not just accumulating money but enabling clients and those they care about to live a fuller life. Our advisors are trained to understand the relationship between money, the control it gives clients over how they spend their time, and the powerful and universal influence that has on their happiness. We have proven investment expertise and the empathy to understand and support client needs. We are passionate about educating clients about our investment strategy and showing them how it will enable them to live life more fully. 


Candidate Qualifications 


First and foremost, we are seeking a candidate who loves working with people, is analytical and detail-oriented, and is a great team player and collaborator. A bachelor’s degree or higher with coursework in financial planning, accounting, business, economics, psychology, or other related areas is required. 


The ideal candidate would have the following attributes: 


Committed to exceptional client service. 


Comfortable dealing with information that is sensitive, personal, and confidential. 


Show good judgment, reliability, and trustworthiness. 


Demonstrate professional poise, patience, understanding, and tact especially when working with clients who are under stress. 


Possess a strong desire to continuously learn and grow. 


Have experience working in a team environment. 


Ability to balance and prioritize among multiple projects. 


Outstanding oral and written communication skills. 


Highly self-motivated and intellectually curious. 


Desire to be a lead relationship holder with new and existing clients. 


Work Environment


Merriman has offices in Seattle and Bellevue, Washington and Eugene, Oregon. Normal hours are 7 a.m. to 4 p.m. Monday through Friday. We expect the newly hired employee to work in the office for the first 3- to 6-months of employment. After the initial onboarding period, we typically allow client-facing employees in good standing to work remotely up to 3 days per week. You may be asked to occasionally attend a client event outside of normal business hours. 


This position works in a high-rise office environment.  The position requires sitting, standing, and mobility throughout the office.  The 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.  


The Rewards 


We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges. This is a salaried position with an annual bonus opportunity.  


The salary range for this position is $75,000 to $130,000. 


We also offer a competitive benefits package which includes:  


100% of the employee’s medical/dental/vision premiums are covered by the employer 


An HSA account is provided to those who enroll in medical insurance 


Life and short- and long-term disability insurance   


Parental leave  


A generous Paid Time Off and Paid Sick Leave program  


401(k) plan with a 6% match  


Paid volunteer time  


We offer nine (9) paid holidays: New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Independence Day, Juneteenth, Labor Day, Thanksgiving Day, and Christmas Day.  


Health and wellness benefit: we reimburse gym memberships fees up to $70.00 per month.  


As a result of the environment, we strive to create for our staff, our employee turnover is very low.   


To apply, please visit our website at where you will be prompted to complete our online application process. 


We look forward to hearing from you!   



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.

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