Family Office Wealth Advisor — Growth & Planning Leader

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

Benefits offered by this job

Competitive salary

Bonus program

Health/dental/vision benefits

401(k) employer match

Paid time off

Job summary

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

Qualifications

• 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

Responsibilities

• 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

Skills

Financial planning

Client advisory

Communication

Time management

Attention to detail

Relationship building

Emotional intelligence

Team collaboration

Problem solving

Education

CFP

CFA

CIMA

Series 63/65/66

Tools

Salesforce

Orion

Wealthscape

eMoney

MindManager

Job description

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