Senior Client Advisor – Wealth Planning & Growth

International Search Consultants; Washington (District of Columbia); Sur place; USD 88 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) with company match

Paid time off (15 days) + holidays

Licensing & certification support

Professional development

Résumé du poste

International Search Consultants in Seattle, WA is seeking a Client Advisor to join a growing wealth advisory team serving ultra-wealthy families and business owners. The role blends financial planning with project management in a collaborative, client-focused environment.

Candidates should have 5+ years of direct client advisory experience, knowledge of estate structures and asset management, and a Series 65 license (CFP preferred).

Qualifications

• 5 years of direct client advisory experience in wealth management or family office setting.
• Knowledge of estate structures, asset management approaches and advanced planning techniques.
• Active Series 65 license; CFP or progress toward certification strongly preferred.

Responsabilités

• Coordinate planning and delivery across investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.
• Draft and deliver customized reports, planning materials, and meeting presentations for clients.
• Partner with senior advisors to support complex relationships while gaining responsibility.
• Engage with clients and outside professionals to ensure seamless execution of strategies.
• Contribute to multi-generational family discussions and planning sessions.

Connaissances

Client advisory

Estate planning

Licensing

CFP preferred

Communication

Organization

Relationship management

Description du poste

International Search Consultants in Seattle, WA is seeking a Client Advisor to join a growing wealth advisory team serving ultra-wealthy families and business owners. The role blends financial planning with project management in a collaborative, client-focused environment.

Candidates should have 5+ years of direct client advisory experience, knowledge of estate structures and asset management, and a Series 65 license (CFP preferred).