Family Office Wealth Architect

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

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.