Family Office Wealth Advisor

Next Level Recruiting, LLC; Seattle (WA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Disability and life insurance

401(k) with company match

Paid time off 21 days

Job summary

Next Level Recruiting, LLC is seeking a Family Wealth Advisor for a rapidly growing Registered Investment Advisor. The ideal candidate will drive advanced planning in wealth enhancement, transfer, protection, and charitable giving, while coordinating with client families and external advisors.

The role emphasizes project management, collaboration with senior advisors, and delivering customized reports. A strong planning acumen and professional licenses are required.

Qualifications

• 3–5 years in a client-facing advisory role at a broker-dealer or RIA.
• Series 63, 65, and/or 66 licenses required or in process.
• Experience with advanced planning techniques and estate planning tools.

Responsibilities

• Serve as project manager for assigned clients, driving implementation of advanced planning recommendations.
• Collaborate with Sr. Family Advisors and Service Team to ensure exceptional client service.
• Act as primary contact for clients and their trusted advisors; prepare prospect proposals and client review presentations.

Skills

Financial planning

Client communication

Team collaboration

Time management

Regulatory compliance

Education

Series 63/65/66 licenses

CFP/CFA/CIMA designation preferred

Tools

Salesforce

Orion

Wealthscape

eMoney

MindManager

Job description

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. If you possess a relentless drive to succeed and align with this vision,

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.


• Ability to collaborate effectively with external advisors, such as estate planning counsel and tax professionals.


• 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