Wealth Planning Advisor - Strategic Growth for HNW Clients

Jobtailor; Seattle (WA); On-site; USD 110,000 - 190,000; Full time

Job summary

Jobtailor is seeking an experienced Wealth Management Advisor to partner with senior leaders in delivering tailored financial solutions for high-net-worth clients in Seattle. You will analyze client goals, build strategic investment plans, and coordinate across products and services to grow assets.

In this role you will manage relationships, ensure regulatory compliance, and stay informed on market developments.

Qualifications

• Minimum of 3 years of experience in wealth management or financial advisory.
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Responsibilities

• Partner with an Executive Wealth Management Advisor to identify client financial goals, analyze financial landscapes, and develop recommendations.
• Manage and grow relationships with high-net-worth and complex clients across products and services
• Build business, strengthen relationships, and grow and retain assets
• Develop and implement strategic and tactical plans considering client challenges
• Tailor investment strategies by evaluating objectives, constraints, regulatory issues, liquidity needs, and tax implications
• Review financial statements, risk investment profiles, and cash availability
• Identify value-added products and services and generate additional business through referrals
• Conduct investment research and stay informed about security-market developments
• Maintain a book of business and meet or exceed annual sales targets
• Build client relationships before and after retirement and become the first call for financial planning needs
• Seek guidance from senior Wealth Management Advisors on difficult or complex issues

Skills

Wealth management experience

Client relationship management

Investment strategy development

FINRA licenses (7/66 or 63/65)

Financial planning principles

Education

Bachelor's degree in finance/economics/business

University degree preferred

Job description

Jobtailor is seeking an experienced Wealth Management Advisor to partner with senior leaders in delivering tailored financial solutions for high-net-worth clients in Seattle. You will analyze client goals, build strategic investment plans, and coordinate across products and services to grow assets.

In this role you will manage relationships, ensure regulatory compliance, and stay informed on market developments.