Senior Wealth Advisor
1 week ago
A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm with an award-winning cultureComposition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.We are currently looking for an entrepreneurial Senior Wealth Advisor to join our newly opened Seattle, WA office. The way we see it – advisors deserve to have equity in the firm they’ve helped build – which is why we’re looking for dynamic leaders with a portable, HNW client practice, who will receive meaningful participation in the firm’s collective growth.As an Advisor with Composition Wealth,you will be provided with:A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.A comprehensive, modular planning process baked into the digital client experience.Access to best-of-breed technology and open architecture structure of services and products.Professionally developed marketing, business development, and succession planning resources.Direct equity participation in the firm’s collective growth.Bachelor’s or Master’s DegreeA portable practice of high-net-worth clienteleCompletion of professional and/or financial services accreditation(s) (i.e. CFP, CPA, JD, CWS, MBA preferred)Series 65Minimum 8 years of experience in a lead advisory role with demonstrated ability to retain and manage relationshipsProven track record of developing businessStrong compliance recordExcellent communication, listening, and relationship-building skillsHighly motivated, an affinity towards a self-starting work environmentWhy Work at Composition Wealth?We are an advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more.We built our firm to put our client’s best interest first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.In addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits:Competitive compensation structure401(k) PlanEmployer health savings accountMedical & vision insuranceContinuing education supportSalary for the role: starting at $200,000Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.Take the First StepFirst Name *Last Name *Email *Phone numberLink to LinkedIn ProfileAre you authorized to work in the U.S.? *YesNo #J-18808-Ljbffr
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Senior Wealth Advisor — Equity Partner Path
2 weeks ago
Seattle, United States Composition Wealth, LLC. Full timeA prominent investment firm in Seattle is looking for a Senior Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth families. Ideal candidates will have a portable client base and at least 8 years in a lead advisory role. The firm offers a collaborative environment with clear equity participation in the firm’s...
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Senior Wealth Advisor
3 weeks ago
Seattle, United States International Search Consultants Full timeSenior Wealth Advisor – Multi-Family OfficeA premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber firm that offers the depth, resources, and holistic service platform of a top-tier wealth...
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Associate Wealth Advisor
3 hours ago
Seattle, Washington, United States Focus Partners Wealth Full timePosition SummaryFocus Partners Wealth is seeking an Associate Wealth Advisor to join our team TheAssociate Wealth Advisorrole is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors...
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Senior Wealth Advisor
3 weeks ago
Seattle, United States International Search Consultants Full timeOverviewWe are looking for an experienced Senior Wealth Advisor to join a boutique multi-family office and independent wealth advisory firm. This role acts as the trusted lead advisor for a select portfolio of high-net-worth and ultra-high-net-worth families, helping them navigate the full scope of their financial, estate, and philanthropic goals. The ideal...
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Associate Wealth Advisor
2 weeks ago
Seattle, United States Focus Financial Partners Full timeAssociate Wealth AdvisorThe Associate Wealth Advisor sitting in Seattle, Washington serves as an integral part of the team. West Coast residency is required for this position. The ideal candidate is a great communicator, organized, enthusiastic, and has a self-starter. It's imperative that the person will support the vision, positive culture, and team...
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Senior Wealth Advisor
1 week ago
Seattle, United States Gaynor Staffing Full timeAn established industry player is seeking a Senior Wealth Advisor to join their Seattle office. This role offers a unique opportunity to lead with planning and work with high-net-worth clients, providing them with tailored financial advice. The firm prides itself on its client-first approach and offers a robust support ecosystem, including access to top-tier...
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Seattle, United States U.S. Bank Full timeA leading financial institution in Seattle seeks a Senior Private Wealth Advisor to handle high net worth client relationships. The ideal candidate will have over 10 years of wealth management experience, possess strong relationship management skills, and be able to navigate complex financial issues. This hybrid role allows for flexibility in work location....
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Senior Private Wealth Advisor
3 weeks ago
Seattle, United States Empower Full timeA leading financial services firm in the Seattle region seeks a Senior Private Wealth Advisor to lead financial strategies for high-net-worth clients. The ideal candidate will possess over 10 years of experience in financial services, a Bachelor's degree, and skills in communication and relationship management. This remote position offers a competitive...
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Client/Wealth Advisor
2 weeks ago
Seattle, United States Addison Group Full timeClient/Wealth Advisor – Seattle, WA Represented by Addison Group | Wealth Management FirmAddison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth...
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Client/Wealth Advisor
3 weeks ago
Seattle, United States Addison Group Full timeClient/Wealth Advisor – Seattle, WA Represented by Addison Group | Wealth Management FirmAddison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth...
