Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Associate Wealth Advisor
Job
Konvex Wealth
Gig Harbor, WA (In Person)
$97,500 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
74
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Associate Wealth Advisor Konvex Wealth Gig Harbor, WA Job Details Full-time $70,000 - $125,000 a year 9 hours ago Benefits Health savings account Health insurance Unlimited paid time off Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Life insurance Retirement plan Qualifications Financial sales Teamwork Interpersonal skills Attention to detail Insurance sales Full Job Description Company Description Konvex Wealth is dedicated to helping families and small business owners achieve clarity, confidence, and comfort in their financial journeys. We provide expert guidance to navigate life's uncertainties and enable financial success. Our focus is on building customized wealth management strategies to meet the unique goals and aspirations of each client. At Konvex Wealth, we are committed to delivering personalized solutions and fostering long-lasting relationships. Role Description This is a full time, on site position located in Gig Harbor, WA. This role is ideal for an advisor who is relationship driven, growth minded, and committed to delivering an exceptional client experience. The right candidate will bring an existing book of business and a desire to expand within a collaborative, high-performing environment. Key Responsibilities Gather detailed financial information to deeply understand clients' needs, priorities, and concerns Develop personalized, comprehensive strategies aligned with clients' long-term goals Meet with clients regularly to track progress, uncover additional assets, address emerging concerns, and adjust strategies as needed Research portfolio performance, fees, asset allocation, and investment changes; present recommendations to clients Counsel clients on appropriate investment advisory services and insurance solutions Conduct research and due diligence to support suitable investment recommendations Collaborate with senior advisors and the branch team to support business planning and growth initiatives Cultivate relationships within the community to generate referrals and new business What We're Looking For Professional presence with strong verbal and written communication skills High attention to detail and commitment to accuracy Strong ethical standards and ability to maintain confidentiality Relationship-driven with a client-first mindset Self-motivated and growth-oriented Collaborative team player with an entrepreneurial spirit Preferred Qualifications Existing book of business Series 65 WA State Life & Health insurance license Financial services experience Compensation & Benefits Salary range: $70,000 - $125,000 DOE Performance-based incentive opportunities Unlimited paid time off Health and dental benefits 401(k) plan Professional development support Background verification and registration requirements apply in accordance with industry regulations.