Senior Financial Advisor

2 weeks ago


Seattle, Washington, United States International Search Consultants Full time
Senior Client Advisor

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.

Key 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.
  • Closely collaborate 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.
Requirements:
  • Bachelor's 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.


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