Family Office Wealth Advisor

Family Wealth Advisor

Seattle, WA

Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations. The ideal candidate for the Family Wealth Advisor role will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm.

Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply!

Key Responsibilities :

Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning : wealth enhancement, wealth transfer, wealth protection and charitable giving. These include :

• Serve as project Manager for assigned clients, facilitating the implementation of recommendations in four key areas : Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving, including : Wealth Enhancement, Cash Flow Planning, Education Planning, Asset Management, Lending Solutions, Life Insurance, Family Meetings, and Health Insurance.
• Collaborate closely with Sr. Family Advisors and Service Team to ensure exceptional client service.
• Act as the primary contact for clients and their trusted advisors.
• Lead the preparation of prospect proposals and client review presentations.
• Assist in client review meetings, presenting and discussing cash flow models and advanced planning topics.
• Utilize CRM systems to capture meeting notes and instructions for the team, delegating tasks as necessary.
• Prepare proprietary reports for clients on an individualized basis.
• Build and maintain strong relationships with assigned client families.
• Comply with all industry regulations and firm policies.
• Foster a collaborative team environment.

Requirements

Preferred Qualifications :

Benefits :

Full-time position with exempt status.

Competitive salary and incentive bonus structure.

Benefits : Fully paid premiums for medical / dental / vision, short-term and long-term disability, and life insurance.

100% company match on 401(k) contributions up to 3% of annual pay.

Starting paid time off of 21 days per year, with an accrual program.

Opportunities for career and professional development, including training, certification reimbursement, and executive coaching.

Wellness reimbursement.

Regular team events and an annual retreat.

Access to exclusive vendor networks and preferred pricing discounts