Senior Wealth Advisor – UHNW Family Office & Equity

International Search Consultants; Seattle (WA); Presencial; USD 100.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Descripción de la vacante

A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client relationships, and have opportunities for leadership and equity participation. The firm offers a collaborative culture, competitive salary, and excellent benefits including medical and vision insurance.

Formación

• 7+ years of experience as a Wealth Advisor, Private Banker, or in a related advisory role.
• Strong track record of developing and maintaining UHNW client relationships.
• Ability to transition an existing client base is highly preferred.
• Deep understanding of investment management, estate/tax planning concepts, and holistic wealth planning.

Responsabilidades

• Provide comprehensive wealth management and holistic planning services.
• Advise on investment strategy, estate planning, and philanthropy.
• Transition client relationships to the firm.
• Serve as a trusted relationship manager for clients.

Conocimientos

Client relationship management

Investment strategy understanding

Estate planning knowledge

Holistic wealth planning

Excellent communication skills

Leadership skills

Educación

CFP, CFA, JD, or other advanced credentials

Descripción del empleo

A leading wealth management firm is seeking an experienced Senior Wealth Advisor in Seattle. The ideal candidate has over 7 years of experience and a strong track record of UHNW client relationships. You'll provide comprehensive wealth management services, transition client relationships, and have opportunities for leadership and equity participation. The firm offers a collaborative culture, competitive salary, and excellent benefits including medical and vision insurance.