Executive Wealth Advisor & Relationship Leader

Clearstead Advisors LLC; Seattle (WA); On-site; USD 180,000 - 300,000; Full time

Job summary

Clearstead Advisors LLC is seeking a Managing Director, Wealth Advisor in Seattle to lead senior client relationships within Private Client Services, coordinating integrated advice across investments, planning, tax matters, and family office needs.

You will collaborate with EMDs and SMDs, mentor developing advisors, and help drive organic growth while maintaining fiduciary, compliance, privacy, and risk standards.

Qualifications

• Experience advising high-net-worth individuals and families.
• Proven ability to lead complex client relationships and multidisciplinary teams.
• Strong knowledge of investments, financial planning, estate and tax considerations.
• CFP/CFA/CPA/JD/CTFA or equivalent preferred.
• Excellent written and verbal communication.

Responsibilities

• Serve as senior relationship manager for high-net-worth clients in Seattle.
• Coordinate integrated advice across investments, planning, tax matters, and family office needs.
• Mentor developing advisors and collaborate with multidisciplinary teams.
• Partner with executives to drive growth and client retention.
• Maintain fiduciary, compliance, privacy, and risk-management standards.
• Represent Clearstead professionally in markets and communities.

Education

CFP

CFA

CPA

JD

CTFA

Job description

Clearstead Advisors LLC is seeking a Managing Director, Wealth Advisor in Seattle to lead senior client relationships within Private Client Services, coordinating integrated advice across investments, planning, tax matters, and family office needs.

You will collaborate with EMDs and SMDs, mentor developing advisors, and help drive organic growth while maintaining fiduciary, compliance, privacy, and risk standards.