Wealth Strategy Director
3 weeks ago
Job Description: We are seeking a Senior Family Wealth Advisor to join our team in Seattle, WA. As a member of our team, you will work closely with clients and their trusted advisors to provide comprehensive wealth management services.
The ideal candidate will have a strong background in financial planning and a minimum of 5 years of experience in a client-facing advisory role. You will be responsible for serving as a primary contact for clients, leading proposal development, and participating in client review meetings.
Key Responsibilities:
- Serve as a relationship manager for assigned clients.
- Facilitate 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.
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 PLANNERTM, CFA, CIMA, or similar.
Salary: $120,000 - $150,000 per year, depending on experience.
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