Client Relationship Associate

This is a full‑time position, including benefits, located on the Columbia River waterfront in Vancouver, WA. As our business grows, we are adding to our team and looking to hire a new Client Relationship Associate. This role supports the business operations and client interactions of an established team of Investment Advisors. Given the nature of our business, a high degree of trust, discretion, and confidentiality is paramount.

If you are an eager team‑player who enjoys working in an energetic environment, this may be a great opportunity for you! Come join us at our Columbia River waterfront office!

• Organize and assemble client ready materials including contracts, client/prospect meeting presentations, and performance reports.
• Assist with all client life‑cycle events including onboarding paperwork, wealth planning, annual IRA distributions, tax information, and gifting.
• Act as a central point of contact for non‑investment related client activity, and proactively resolve client requests.
• Maintain CRM records for clients and prospects, and support business development efforts.
• Provide administrative support to designated advisor(s), including scheduling meetings.
• Opportunity for long term career growth and advancement within the firm based on interests and performance.

• Bachelor’s degree from an accredited university.
• 2‑5 years prior work experience in financial services preferred, but entry level candidates will also be considered if they have a strong academic record.
• Detail oriented, focused, and able to balance multiple requests while maintaining excellent customer service.
• Prior Experience with Schwab Advisor Center and SEI Platforms a plus.
• Strong written/verbal communication, attention to detail, and desire to work in a team environment.
• High degree of confidentiality and trust.

• Our employees enjoy a competitive compensation and benefits package, including 100% paid employee medical (includes vision) premiums, 401(k) plan with employer contribution after a year, PTO that increases with tenure in addition to sick time, additional paid holidays off, and early office closure every Friday at 3pm.
• Our centrally located, Columbia River waterfront office provides for an exciting place to work, and we enjoy regular team outings around the Portland-SW Washington area.
• This position is in‑office 5 days a week and is not remote.
• If you are someone who’s a team player and has a love of the Pacific Northwest, come join us!

Martel Wealth Advisors, LLC is a boutique investment management firm based in the Pacific Northwest. Today, we advise high net worth families and employer-sponsored retirement plans across 10+ states with over $1.4 billion in assets under management. The firm, supported by a dedicated team of specialists, offers our clients a bespoke array of investment and retirement planning opportunities. Our headquarters is located on the waterfront of the Columbia River in Vancouver, WA.