What are the responsibilities and job description for the Wealth Management Professional – Vice President position at Avantia: A Family Office?

Position : Wealth Management Professional – Vice President

Location : Seattle, WA

Reports to : CEO

Employment Type : Full-Time

Compensation : Salary Range $75k-$100k with Bonus Potential

About Avantia

Avantia MFO is a registered independent advisory firm that provides ultra-high-net-worth families with holistic wealth management services. We pride ourselves on delivering unparalleled financial expertise while adhering to our core values of integrity, academic rigor, and innovative solutions. As part of our growing team, you’ll work in a collaborative environment dedicated to helping families realize the full potential of their wealth.

Role Overview

The Wealth Management Professional - Vice President will work closely with advisors to support the delivery of holistic private wealth management advice by ensuring flawless execution of financial plans, account opening, execute trades, oversee liquidity management, and coordinate family office services, empowering families to achieve their wealth's full potential.

Key Responsibilities

Produce financial plans, maintain the client portal, and generate client reports with accuracy and timeliness.
Manage account opening, asset transfers, and money movement with 100% accuracy and within specified timeframes.
Address client requests and inquiries promptly, ensuring a response time of less than 24 hours for non-urgent matters and same-day resolution for urgent issues.
Maintain a Net Promoter Score (NPS) of 50 or higher.
Complete at least 25 hours of firm-approved continuing education annually to maintain and enhance professional skills.

Desired Qualifications

Skills & Expertise

Ensures all work is accurate and thorough, particularly when managing financial data and reports.

Effectively prioritizes and manages multiple tasks to meet deadlines.

Expert in the firm’s wealth management technology including Schwab Advisor Center, Libretto, Addepar, and Salesforce. Highly proficient in other assigned systems such as Excel, PowerPoint, Teams, Zoom, and others as may arise from time to time.

Understands compliance requirements and promotes a culture of compliance.

Expert in financial planning, lending, markets, economics, and investment products. Good understanding of tax, trusts, and estate planning.

Excellent verbal and written communication skills.

Demonstrates a proactive approach to understanding and meeting client needs.

Works well with lead advisors and other team members, contributing to a positive and efficient work environment.

What We’re Looking for in a Candidate

At Avantia, we seek individuals who :

Operate with Integrity First , ensuring every action reflects ethical excellence.

Engage in Thoughtful Listening , carefully considering diverse viewpoints and asking insightful questions.

Approach challenges with Academic Rigor , developing well-researched, evidence-based solutions.

Communicate with Simple Elegance , distilling complex ideas into clear, actionable advice.

Deliver Innovative Solutions that adapt to clients' evolving needs and circumstances.

Must attain series 65 license within 90 days.

Must hold a bachelor’s degree.

Why Join Avantia?

Impactful Work : Help families manage and grow their wealth through holistic, forward-thinking strategies.

Collaborative Culture : Join a supportive team that values intellectual curiosity and professional growth.

Professional Development : Access ongoing educational opportunities to stay at the forefront of the wealth management field.

Recognition : Be part of a firm recognized for excellence in wealth management, including our "Best in the PNW" award.

Salary : $75,000 - $100,000

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Wealth Management Professional – Vice President

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