Senior Client Advisor, Wealth & Trust

Whittier Trust Company; Seattle (WA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Life insurance

Long term disability

Job summary

Whittier Trust Company seeks a senior wealth management professional to lead business development and client service for high-net-worth families in the Seattle area. You will work with a dedicated team to deepen relationships, identify opportunities, and coordinate across fiduciary, investment, and family-office services.

The role emphasizes a proven track record in new business, strong people skills, and the ability to travel as needed.

Qualifications

• Minimum ten-fifteen years’ experience in wealth management or a similar role with a successful track record in new business development.
• Superior ability to identify and build relationships with qualified prospects and a proven outstanding business development track record.
• Established network of legal, accounting and insurance professionals in the area and surrounding communities.

Responsibilities

• Call on network contacts and prospects to develop new business for the firm and meet revenue goals.
• Coordinate with tax, insurance, operations, real estate, investment and foundations to address client matters and ensure timely delivery.
• Supervise and train staff in opening/closing accounts, transferring assets, and drafting client communications.

Skills

People skills

Client service focus

Verbal and written communication

High integrity

Time management

Education

Bachelor’s degree

CTFA

CFP

CFA

CPA

JD / MBA (advantage)

Job description

Whittier Trust Company seeks a senior wealth management professional to lead business development and client service for high-net-worth families in the Seattle area. You will work with a dedicated team to deepen relationships, identify opportunities, and coordinate across fiduciary, investment, and family-office services.

The role emphasizes a proven track record in new business, strong people skills, and the ability to travel as needed.