Senior Wealth Advisor

2 weeks ago

Seattle, Washington, United States Garde Capital, Inc. Full time

Position Title: Wealth Manager

Location: Seattle, WA

Role Overview:

Garde Capital, Inc. is on the lookout for a dedicated wealth management advisor to implement our unique Wealth Management methodology for both new and existing clientele. This role will involve collaboration with a senior advisor, primarily focusing on enhancing the experience of our current clients. Our target clientele typically falls within two wealth brackets: $5-25 million and over $25 million.

Key Responsibilities:

  • Collaborate with a senior wealth manager to deliver services in various domains, including Investment Management, Financial Planning, Estate Planning, Tax Planning, Insurance Planning, and Charitable Contributions.
  • Conduct regular meetings with clients to assess and discuss critical aspects of their wealth management.
  • Work closely with the client service associate and portfolio management team to effectively address ongoing client requirements.
  • Engage in research and maintain expertise in all facets of wealth management.
  • Coordinate with other professionals on the client's wealth management team, such as estate planning attorneys and tax consultants.
  • Assist clients with additional projects related to their overall wealth management strategy.

Qualifications:

  • Bachelor's Degree.
  • A minimum of 3 years of experience in a client-facing wealth management role within a financial institution.
  • Possession of Series 65 license (can be obtained during employment).
  • Excellent verbal and written communication abilities.
  • Professional demeanor and high level of confidentiality.
  • Strong attention to detail.
  • Proficient in MS Office applications, including Excel, Outlook, and Word.
  • Self-driven and collaborative team player.

Preferred Qualifications:

  • Strong customer service orientation with a commitment to exceeding client expectations.
  • Understanding of financial markets and/or experience with securities.
  • Possession of advanced certifications such as CPA, JD, CFP, or CFA.
  • Experience in optimizing tax and estate planning strategies for clients.
  • Experience advising 401(k) plan participants.
  • Technologically adept, with the ability to navigate existing systems and evaluate new solutions.
  • Problem-solving skills to identify inefficiencies and develop processes that align with client objectives.
  • Familiarity with virtual meeting platforms such as Zoom and Teams.

Compensation and Benefits:

We offer a competitive salary based on experience, along with opportunities for annual bonuses. Our healthcare plan covers 75% of employee costs, and we provide a generous 401(k) match after one year of service, in addition to paid vacation.

Work Schedule: Monday to Friday, 7 am – 4 pm, with flexibility for client meetings as necessary. Initial training will require daily office attendance, with the potential for a flexible schedule allowing for remote work up to two days per week after training.

Why Choose Garde Capital, Inc.?

As a rapidly expanding wealth management firm, we seek a team-oriented individual who thrives in a dynamic environment focused on success. This position presents opportunities for both personal and professional growth while allowing the right candidate to contribute to the firm's development. We pride ourselves on delivering innovative solutions and the highest level of service to meet our clients' diverse wealth management needs.

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