Lead Wealth Advisor with Equity Path for HNW Clients

Next Level Recruiting, LLC; Seattle (WA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health insurance

401(k) match

CE support

E&O insurance

Equity path

Job summary

Next Level Recruiting, LLC partners with a fast-growing boutique RIA in the Seattle area to seek an experienced advisor who will lead client relationships and pursue an equity ownership path over time.

You will inherit and grow a high-net-worth book, help define investment direction, and shape firm strategy within a collaborative, fiduciary culture with no sales quotas. This role offers a strong base, equity potential, and robust benefits, with remote or hybrid flexibility.

Qualifications

• 8–10+ years serving HNW clients in an RIA or planning-focused setting.
• CFP or relevant designations required.
• Client-centric leader thriving in a boutique, collaborative team.
• Entrepreneurial mindset with growth, influence, and long-term equity.

Responsibilities

• Take a leadership seat and grow a high-net-worth book.
• Shape firm strategy and contribute to investment direction.
• Be a voice at the table in a fiduciary, client-first environment.
• Manage and deepen client relationships with a long-term planning approach.

Skills

HNW clients

Strategic leadership

Fiduciary advising

Client relationship management

Education

CFP Certification

Tools

Planning tools

Alternative investments platform

Job description

Next Level Recruiting, LLC partners with a fast-growing boutique RIA in the Seattle area to seek an experienced advisor who will lead client relationships and pursue an equity ownership path over time.

You will inherit and grow a high-net-worth book, help define investment direction, and shape firm strategy within a collaborative, fiduciary culture with no sales quotas. This role offers a strong base, equity potential, and robust benefits, with remote or hybrid flexibility.