Wealth Management Advisor

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

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.

With a deeply rooted client-first philosophy and a close-knit team culture, this firm is known for proactive service, holistic planning, and disciplined investment management—including unique access to private and alternative investments. Now, they’re looking to add a Senior Wealth Advisor who can step into a lead role and grow into future partnership.

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.