Family Office Wealth Advisor

Next Level Recruiting, LLC; Seattle (WA); Presencial; USD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Bonus program

Health/dental/vision benefits

401(k) employer match

Paid time off

Descripción de la vacante

Next Level Recruiting, LLC seeks a Family Wealth Advisor to join a rapidly growing RIA and boutique family office in Seattle. You will lead client projects, execute advanced planning across wealth enhancement, transfer, and protection, and collaborate with senior advisors to deliver top-tier service.

You will liaise with clients and their external advisors, presenting cash-flow models and strategic plans. The role emphasizes a strong planning background, excellent communication, and the ability

Formación

• 3–5 years in a client‑facing advisory role at a broker‑dealer or RIA
• CFP/CFA/CIMA or equivalent preferred
• Series 63/65/66 licensing preferred or required

Responsabilidades

• Lead client projects and implement advanced planning recommendations across wealth enhancement, transfer, protection, and charitable giving
• Collaborate with Sr. Family Advisors and service team to deliver exceptional client service
• Act as primary contact for clients and their trusted advisors
• Prepare prospect proposals and client review presentations
• Assist in client reviews and discuss cash flow models and planning topics
• Capture meeting notes in CRM and delegate tasks to team
• Prepare proprietary reports for clients on an individualized basis
• Build and maintain strong relationships with assigned client families
• Ensure compliance with regulations and firm policies
• Foster a collaborative team environment

Conocimientos

Financial planning

Client advisory

Communication

Time management

Attention to detail

Relationship building

Emotional intelligence

Team collaboration

Problem solving

Educación

CFP

CFA

CIMA

Series 63/65/66

Herramientas

Salesforce

Orion

Wealthscape

eMoney

MindManager

Descripción del empleo

Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations. The ideal candidate for the Family Wealth Advisor role will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm.

Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world.

Key Responsibilities

Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include:

• Serve as project Manager for assigned clients, facilitating the implementation of recommendations in four key areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving, including: Wealth Enhancement, Cash Flow Planning, Education Planning, Asset Management, Lending Solutions, Life Insurance, Family Meetings, and Health Insurance.
• Collaborate closely with Sr. Family Advisors and Service Team to ensure exceptional client service.
• Act as the primary contact for clients and their trusted advisors.
• Lead the preparation of prospect proposals and client review presentations.
• Assist in client review meetings, presenting and discussing cash flow models and advanced planning topics.
• Utilize CRM systems to capture meeting notes and instructions for the team, delegating tasks as necessary.
• Prepare proprietary reports for clients on an individualized basis.
• Build and maintain strong relationships with assigned client families.
• Comply with all industry regulations and firm policies.
• Foster a collaborative team environment.

Requirements

• Strong financial planning acumen with 3-5 years of experience in a client-facing advisory role at a broker-dealer or RIA.
• Series 63, 65, and/or 66.
• Experience with advanced planning techniques, including donor advised funds, foundations, 529 accounts, and various insurance products.
• Knowledge of fundamental estate planning tools and techniques.
• Excellent communication and presentation skills, with the ability to simplify complex ideas for diverse audiences.
• Strong time management skills and a commitment to follow-through.
• The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
• High attention to detail, dedication to quality, and focus on client satisfaction.
• Exceptional emotional intelligence, integrity, and accountability.
• Enthusiasm for continuous learning and a collaborative, positive attitude.
• A can-do, problem-solving attitude and a collaborative, warm and upbeat personality.

Preferred Qualifications

• Experience advising privately held business owners/families.
• CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred.
• Life and Disability Insurance license.
• Familiarity with software such as Salesforce, Orion, Wealthscape, eMoney, or MindManager.
• Full-time position with exempt status.
• Competitive salary and incentive bonus structure.
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance.
• 100% company match on 401(k) contributions up to 3% of annual pay.
• Starting paid time off of 21 days per year, with an accrual program.
• Opportunities for career and professional development, including training, certification reimbursement, and executive coaching.
• Wellness reimbursement.
• Regular team events and an annual retreat.
• Access to exclusive vendor networks and preferred pricing discounts