Senior Family Office Wealth Advisor — Wealth Strategy Lead

Next Level Recruiting, LLC; Seattle (WA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with 100% match

Generous paid time off

Opportunities for professional development

Job summary

A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of advisory experience, strong financial acumen, and relevant licenses. The position offers a competitive salary structure and comprehensive benefits.

Qualifications

• 5+ years in a client-facing advisory role at a broker-dealer or RIA.
• Experience with advanced planning techniques.
• Ability to collaborate with external advisors.

Responsibilities

• Serve as a relationship manager for assigned clients.
• Collaborate with teams to ensure exceptional client service.
• Act as the primary contact for clients.

Skills

Strong financial planning acumen

Excellent communication skills

Time management

High attention to detail

Emotional intelligence

Education

Series 65 license or equivalent

Relevant designations (e.g., CFP, CFA)

Tools

Salesforce

Orion

Wealthscape

Job description

A leading recruitment firm is seeking a Senior Family Office Wealth Advisor in Seattle. This role involves serving as a relationship manager, collaborating with teams for exceptional service, and guiding clients through wealth management processes. Requires 5+ years of advisory experience, strong financial acumen, and relevant licenses. The position offers a competitive salary structure and comprehensive benefits.