Current jobs related to Senior Client Advisor - Seattle - International Search Consultants
-
Senior Client Advisor
4 weeks ago
Seattle, United States International Search Consultants Full timeOur client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office support. Weve been...
-
Senior Client Advisor
2 weeks ago
seattle, United States International Search Consultants Full timeOur client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been...
-
Senior Client Advisor
2 weeks ago
seattle, United States International Search Consultants Full timeOur client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been...
-
Senior Client Advisor
4 weeks ago
Seattle, United States International Search Consultants Full timeOur client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, including fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been...
-
Senior Client Advisor
3 months ago
Seattle, United States International Search Consultants Full timeSenior Client AdvisorSeattle, WA Our client, a rapidly growing and well-established organization, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a...
-
Senior Client Advisor
2 months ago
Seattle, Washington, United States International Search Consultants Full timeSenior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...
-
Senior Private Client Advisor
2 months ago
Seattle, United States US012 Marsh & McLennan Agency LLC Full timeDescription: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how...
-
Senior Private Client Advisor
4 weeks ago
Seattle, Washington, United States US012 Marsh & McLennan Agency LLC Full timeAbout the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency LLC. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through strategic relationships and innovative solutions.Key ResponsibilitiesReview client...
-
Senior Private Client Advisor
2 weeks ago
Seattle, Washington, United States Marsh & McLennan Companies Full timeAbout the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.Key ResponsibilitiesReview client exposures, loss experience, and current...
-
Senior Private Client Advisor
2 weeks ago
Seattle, Washington, United States US012 Marsh & McLennan Agency LLC Full timeAbout the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency LLC. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through strategic relationships and innovative solutions.Key ResponsibilitiesReview client...
-
Associate Client Advisor
2 months ago
seattle, United States International Search Consultants Full timeAbout the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...
-
Associate Client Advisor
2 months ago
Seattle, United States International Search Consultants Full timeAbout the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...
-
Associate Client Advisor
2 months ago
Seattle, United States International Search Consultants Full timeAbout the Company: Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.About...
-
Senior Private Client Advisor
1 week ago
Seattle, Washington, United States Marsh McLennan Full timeAbout the Role:We are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clientele.Key Responsibilities:Review client exposures, loss experience, and current...
-
Senior Private Client Advisor
4 weeks ago
Seattle, Washington, United States Marsh McLennan Full timeAbout the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through strategic relationships and innovative solutions.Key ResponsibilitiesReview client...
-
Senior Wealth Advisor
1 week ago
Seattle, Washington, United States Judson Group Full timeJudson Group has partnered with a leading RIA to find a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a great opportunity for a driven advisor with a strong business...
-
Senior Wealth Advisor
2 weeks ago
Seattle, United States Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a phenomenal opportunity for a...
-
Senior Wealth Advisor
4 weeks ago
Seattle, United States Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a phenomenal opportunity for a...
-
Senior Wealth Advisor
2 weeks ago
seattle, United States Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a phenomenal opportunity for a...
-
Senior Wealth Advisor
2 weeks ago
seattle, United States Judson Group Full timeJudson Group has partnered with a $19B+ AUM RIA with a national presence in the search for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for attracting and closing prospective HNW and UHNW clients alongside a service advisor in the region that will manage the client relationships moving forward.This is a phenomenal opportunity for a...
Senior Client Advisor
3 months ago
Our client, a rapidly growing and well-established Multi-Family Office is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.
Requirements:
- Bachelor’s degree required; advanced degree (MBA or JD) highly preferred.
- Professional certifications such as CTFA, CFP, CFA, or CPA.
- Minimum of 8 years of Trust and Estate Planning experience.
- Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients.
- Proven business development experience within the UHNW space.
- Proficiency in legal documents related to trusts, estate planning, and finance.
- Established local and regional network of accounting and legal professionals.
Rewards:
- High visibility to internal executives with opportunities for position expansion and continued professional development.
- Competitive base salary, bonus, and compensation structure with excellent benefits.
- Rewarding culture within a client-focused, family-oriented firm.
Responsibilities:
- Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
- Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
- Delegate work efficiently to Client Advisory support professionals.
- Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
- Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets.
- Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades.
- Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
- Contribute actively to internal committees as part of the senior team.
If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team as a Senior Client Advisor. Your expertise and leadership will be essential in shaping the future of our client.
