Senior Wealth Advisor: Holistic Planning & Growth

Freestone Capital Management; Seattle (WA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive medical, dental, and vision coverage

401(k) matching

Generous paid time off

Meal perks and company events

Job summary

A financial management firm in Seattle is seeking experienced Advisors to join their dynamic team. The role involves securing high-net-worth clients, providing sophisticated investment analysis and financial planning, and collaborating with internal advisors. Candidates should have a Bachelor's degree, CFP designation preferred, and a proven track record in financial advisory services. The firm offers a competitive compensation structure, comprehensive benefits, and a supportive culture fostering innovation and growth.

Qualifications

• 5 - 15+ years of experience in investment management or financial advisory.
• Proven track record of success in building and maintaining client relationships.
• A self-driven, proactive mindset.

Responsibilities

• Secure high-net-worth clients from various sources.
• Develop and nurture lasting relationships with clients.
• Collaborate with other advisors to craft tailored wealth plans.
• Lead and manage review meetings with clients to ensure alignment.

Skills

Investment management

Financial advisory

Client relationship management

Exceptional communication

Problem-solving

Proficiency in Microsoft Office

Education

Bachelor's Degree or higher

CFP or equivalent

Job description

A financial management firm in Seattle is seeking experienced Advisors to join their dynamic team. The role involves securing high-net-worth clients, providing sophisticated investment analysis and financial planning, and collaborating with internal advisors. Candidates should have a Bachelor's degree, CFP designation preferred, and a proven track record in financial advisory services. The firm offers a competitive compensation structure, comprehensive benefits, and a supportive culture fostering innovation and growth.