Senior Wealth Advisor: Trusted Planning Leader

Asset One Wealth Management; Seattle (WA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, vision coverage for员工

401(k) with 6% employer match

Paid time off and holidays

Continuing education and professional

Job summary

Asset One Wealth Management in Bellevue, WA, seeks an experienced Senior Wealth Advisor to manage a built client base of high-net-worth families. You will drive financial planning conversations, coordinate recommendations, and deliver proactive, personalized advice throughout the year.

The role emphasizes relationship management over sales, with collaboration across investment, tax, and estate planning professionals to deliver comprehensive wealth solutions.

Qualifications

• 3–5+ years of experience in wealth management or related advisory role with direct client interaction.
• Active Series 65 license required.
• Strong knowledge of financial planning, taxes, estate planning, retirement planning and cash-flow interplay.

Responsibilities

• Serve as primary relationship manager and trusted advisor for assigned Asset One clients.
• Lead client meetings, coordinate recommendations, and ensure proactive, personalized advice throughout the year.
• Coordinate with investment, tax, estate planning, compliance, and operations professionals for integrated wealth management.

Skills

Series 65 license

Client-facing communication

Financial planning knowledge

Judgment and attention to detail

Job description

Asset One Wealth Management in Bellevue, WA, seeks an experienced Senior Wealth Advisor to manage a built client base of high-net-worth families. You will drive financial planning conversations, coordinate recommendations, and deliver proactive, personalized advice throughout the year.

The role emphasizes relationship management over sales, with collaboration across investment, tax, and estate planning professionals to deliver comprehensive wealth solutions.