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Senior Wealth Management Advisor

2 months ago

Seattle, Washington, United States Whittier Trust Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Advisor. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.

Key Responsibilities
  • Manage a portfolio of high net worth clients, providing exceptional service and support to meet their financial needs.
  • Develop and implement customized investment strategies to help clients achieve their financial goals.
  • Build and maintain strong relationships with clients, their families, and professional advisors.
  • Collaborate with internal teams, including investment, tax, and operations, to provide comprehensive client service.
  • Stay up-to-date on industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Participate in business development activities, including networking and prospecting, to identify new business opportunities.
  • Supervise and train junior team members, providing guidance and support to ensure their success.
Requirements
  • Bachelor's degree from an accredited 4-year university.
  • Minimum 10-15 years of experience in a similar role, with a proven track record of new business development.
  • Established network of professional contacts, including lawyers, accountants, and other financial advisors.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • High integrity and a diligent work ethic, with a strong commitment to client service and satisfaction.
What We Offer

We offer a competitive base salary, performance bonus, and comprehensive benefits package, including medical, dental, vision, life, and long-term disability insurance, as well as a 401(k) plan with company match.