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Senior Client Advisor
3 months ago
Senior Client Advisor
Seattle, 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 lasting impact within a collaborative and dynamic environment.
Requirements:
- Bachelors 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.
