Client/Wealth Advisor

2 days ago

Seattle, WA, United States Addison Group Full time

Client/Wealth Advisor - Seattle, WA

Represented by Addison Group | Wealth Management Firm

Addison 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 Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance.

Responsibilities:

  • Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies.
  • Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance.
  • Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement.
  • Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions.
  • Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance.
  • Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients.
  • Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making.
  • Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks.
  • Prepare and present financial plans, investment proposals, and performance reviews.
  • Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring.

Qualifications:

  • Minimum 3 years of experience in public accounting.
  • CPA license highly preferred; CFP or progress toward certification a plus.
  • Strong understanding of financial statements, cash flow, investment principles, and tax concepts.
  • Excellent interpersonal, analytical, and communication skills with a client-first mindset.
  • Bachelor's degree in Accounting, Finance, or a related field.

Our client offers:

$120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays.

  • Hybrid in-office schedule. Downtown Seattle.

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