Investment at 20/20 Foresight Executive Talent Medina, Washington

Responsibilities: Build the analytical backbone of client relationships, supporting the delivery of wealth management services alongside senior advisors Partner closely with the firm's internal client service team so client requests move accurately and on schedule Develop client-ready presentation materials covering portfolio performance, planning recommendations, and cash flow Contribute to asset allocation strategy, Investment Policy Statements, and trade recommendations in collaboration with the broader advisory team Take part in direct conversations with clients and outside advisors as client-facing exposure grows Maintain and analyze ongoing portfolio performance reporting Support the execution of investment decisions Assist with longer-term client wealth forecasting Help onboard new clients into the firm's service model Contribute to business development efforts alongside senior advisors Take part in structured mentorship and professional development built around advancing toward an advisory career

Qualifications: Bachelor's degree in economics, business, finance, or a related field 0-3 years of relevant experience - recent graduates with a financial services internship, or early-career professionals with investment-related experience, are both encouraged to apply Strong written and verbal communication skills Genuinely strong analytical ability and comfort working with numbers Highly organized, with real attention to detail and the ability to prioritize under pressure Able to manage work across multiple clients and advisors simultaneously High proficiency in Microsoft Excel, PowerPoint, and Word Personal Skills & AttributesWillingness and ability to learn new systems for performance reporting, data aggregation, analytics, and client relationship management Prior experience communicating with or presenting to clients is a plus Professional polish and presence - this role is being developed toward future client-facing responsibility Genuine curiosity and a real appetite for continued learning Sound judgment and discretion when handling sensitive client information Coachable - receptive to direct mentorship and feedback from senior advisors Strong relationship-building instincts, even at an early career stage Comfortable in a fast-paced, high-touch service environment Collaborative team player who also takes initiative Adaptable, with the ability to manage shifting priorities gracefully Motivated by a long-term career in advisory - not simply an analytical stepping stone elsewhere Comfortable operating as part of a team while also taking ownership as a self-starter