Senior Wealth Advisor | Path to Partnership & Equity

Next Level Recruiting, LLC; Seattle (WA); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health insurance

401k match

CE support

E&O coverage

Job summary

Next Level Recruiting, LLC represents a boutique RIA seeking a Senior Wealth Advisor to lead a high‑net‑worth book. This fiduciary role offers an equity path and a partnership prospect, with a culture of thoughtful planning and client‑first service.

The ideal candidate has 8–10+ years serving HNW clients, CFP® or CFA/CPA credentials, and an entrepreneurial mindset. You will shape strategy, influence investment direction, and mentor peers in a collaborative, flexible environment.

Qualifications

• 8–10+ years serving HNW clients in an RIA or planning-focused setting.
• CFP® or CFA/CPA or equivalent designation required.
• Thrive in a boutique, collaborative team building multigenerational relationships.
• Entrepreneurial mindset with growth and long-term equity interest.

Skills

Client relationship management

Leadership

Entrepreneurial mindset

Education

CFP®

CFA

CPA

Job description

Next Level Recruiting, LLC represents a boutique RIA seeking a Senior Wealth Advisor to lead a high‑net‑worth book. This fiduciary role offers an equity path and a partnership prospect, with a culture of thoughtful planning and client‑first service.

The ideal candidate has 8–10+ years serving HNW clients, CFP® or CFA/CPA credentials, and an entrepreneurial mindset. You will shape strategy, influence investment direction, and mentor peers in a collaborative, flexible environment.