Senior Family Wealth Advisor
Seattle, WA
Our client is a rapidly growing Boutique Multifamily Office/Registered Investment Advisor (RIA). We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations. The ideal candidate for the Senior Family Wealth Advisor role will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm.
Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply!
Key Responsibilities:
Requirements:
Bachelor’s degree.
Strong financial planning acumen with over 5 years of experience in a client-facing advisory role at a broker-dealer or RIA.
Series 65 license or equivalent.
Relevant designations such as CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA®, or similar.
Experience with advanced planning techniques, including donor advised funds, foundations, 529 accounts, and various insurance products.
Knowledge of fundamental estate planning tools and techniques.
Experience in delivering essential asset management strategies.
Excellent communication and presentation skills, with the ability to simplify complex ideas for diverse audiences.
Strong time management skills and a commitment to follow-through.
Ability to collaborate effectively with external advisors, such as estate planning counsel and tax professionals.
High attention to detail, dedication to quality, and focus on client satisfaction.
Exceptional emotional intelligence, integrity, and accountability.
Enthusiasm for continuous learning and a collaborative, positive attitude.
Preferred Qualifications:
Experience advising privately held business owners/families.
Life and Disability Insurance license.
Familiarity with software such as Salesforce, Orion, Wealthscape, eMoney, or MindManager.
Benefits:
Full-time position with exempt status.
Competitive salary and incentive bonus structure.
Comprehensive benefits package, including generous paid time off, health, dental, vision, life, and disability insurance, along with a 401(k) plan.
100% company match on 401(k) contributions up to 3% of annual pay.
Starting paid time off of 21 days per year, with an accrual program.
Opportunities for career and professional development, including training, certification reimbursement, and executive coaching.
Wellness reimbursement.
Regular team events and an annual retreat.
Access to exclusive vendor networks and preferred pricing discounts.
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