Wealth Management Advisor

Next Level Recruiting, LLC; Seattle (WA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health insurance

401(k) match

CE support

E&O insurance

Equity path

Job summary

Next Level Recruiting, LLC partners with a fast-growing boutique RIA in the Seattle area to seek an experienced advisor who will lead client relationships and pursue an equity ownership path over time.

You will inherit and grow a high-net-worth book, help define investment direction, and shape firm strategy within a collaborative, fiduciary culture with no sales quotas. This role offers a strong base, equity potential, and robust benefits, with remote or hybrid flexibility.

Qualifications

• 8–10+ years serving HNW clients in an RIA or planning-focused setting.
• CFP or relevant designations required.
• Client-centric leader thriving in a boutique, collaborative team.
• Entrepreneurial mindset with growth, influence, and long-term equity.

Responsibilities

• Take a leadership seat and grow a high-net-worth book.
• Shape firm strategy and contribute to investment direction.
• Be a voice at the table in a fiduciary, client-first environment.
• Manage and deepen client relationships with a long-term planning approach.

Skills

HNW clients

Strategic leadership

Fiduciary advising

Client relationship management

Education

CFP Certification

Tools

Planning tools

Alternative investments platform

Job description

Location: Seattle / PNW region

Firm Overview

Our client is a fast-growing, fee-only boutique RIA based in Upstate New York. Founded in 2015, the firm delivers institutional-quality financial planning and investment advice with the personalized care of a local, high-touch practice.

The Opportunity

This is a rare opportunity to take a leadership seat at a successful boutique firm— with a clear, supported path to equity ownership. You’ll inherit and grow a book of high-net-worth relationships, backed by a team that prioritizes quality over quantity and values long-term planning over product sales. The right candidate may bring a partial book or transition clients over time.

Why This Role Stands Out

• Equity Track: Transparent path to partnership and firm ownership for high-performing advisors.
• True Fiduciary Environment: No sales quotas. No product pushing. Just real planning and client-first service.
• High-Impact Role: Help shape firm strategy, contribute to investment direction, and be a voice at the table.
• Institutional-Grade Platform: Streamlined operations, cutting-edge planning tools, and access to alternative investments.
• Flexible & Collaborative Culture: Work remotely or hybrid, with a supportive team that values balance and autonomy.
• Strong Compensation: Competitive base salary, incentive structure, and full benefits (health, 401k match, CE support, E&O, and more).

Who We’re Looking For

• Experienced Advisor: 8–10+ years serving HNW clients in an RIA or planning-focused setting.
• Credentialed Pro: CFP® or relevant designations required (CFA, CPA, or other designations a plus).
• Client-Centric Leader: Someone who thrives in a boutique, collaborative team and wants to build deep, multigenerational relationships.
• Entrepreneurial Mindset: Interested in growth, influence, and long-term equity.