Senior Family Wealth Advisor

4 weeks ago

Seattle, United States Next Level Recruiting, LLC Full time

Senior Family Wealth Advisor

Seattle, WA



Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. 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:

  • Serve as a relationship manager for assigned clients, facilitating the implementation of recommendations in four key areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving.
  • Collaborate closely with the Advanced Planning Team and Client Service Team to ensure exceptional client service.
  • Act as the primary contact for clients and their trusted advisors.
  • Lead the preparation of prospect proposals and client review presentations.
  • Participate in client review meetings, presenting and discussing cash flow models and advanced planning topics.
  • Utilize CRM systems to capture meeting notes and instructions for the team, delegating tasks as necessary.
  • Assist the Advanced Planning Team with cash flow modeling for clients.
  • Build and maintain strong relationships with assigned client families.
  • Comply with all industry regulations and firm policies.
  • Foster a collaborative team environment.


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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