Wealth Management Advisor

1 week ago

Seattle, Washington, United States Next Level Recruiting, LLC Full time

Senior Wealth Advisor Roles– Boutique RIA / MFO / Large WM shops | Equity Partnership Track

Location: Seattle / PNW region

Firm Overview

Our client is a fast-growing, fee-only boutique RIA based in Upstate New York. Founded in 2015, the firm delivers institutional-quality financial planning and investment advice with the personalized care of a local, high-touch practice.

With a deeply rooted client-first philosophy and a close-knit team culture, this firm is known for proactive service, holistic planning, and disciplined investment management—including unique access to private and alternative investments. Now, they're looking to add a
Senior Wealth Advisor
who can step into a lead role and grow into future partnership.

The Opportunity

This is a rare opportunity to take a leadership seat at a successful boutique firm—with a clear, supported path to equity ownership. You'll inherit and grow a book of high-net-worth relationships, backed by a team that prioritizes quality over quantity and values long-term planning over product sales. The right candidate may bring a partial book or transition clients over time.

Why This Role Stands Out

  • Equity Track:
    Transparent path to partnership and firm ownership for high-performing advisors.
  • True Fiduciary Environment:
    No sales quotas. No product pushing. Just real planning and client-first service.
  • High-Impact Role:
    Help shape firm strategy, contribute to investment direction, and be a voice at the table.
  • Institutional-Grade Platform:
    Streamlined operations, cutting-edge planning tools, and access to alternative investments.
  • Flexible & Collaborative Culture:
    Work remotely or hybrid, with a supportive team that values balance and autonomy.
  • Strong Compensation:
    Competitive base salary, incentive structure, and full benefits (health, 401k match, CE support, E&O, and more).

Who We're Looking For

  • Experienced Advisor:
    8–10+ years serving HNW clients in an RIA or planning-focused setting.
  • Credentialed Pro:
    CFP or relevant designations required (CFA, CPA, or other designations a plus).
  • Client-Centric Leader:
    Someone who thrives in a boutique, collaborative team and wants to build deep, multigenerational relationships.
  • Entrepreneurial Mindset:
    Interested in growth, influence, and long-term equity.

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