Bellevue, WA
Hot
Published - 0000-00-00
Family Office Wealth Advisor - Seattle, WA
Skills
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Compensation
- Recruiting
- Discipline
- Teamwork
- TeamMate
- Hiring
- Policy
- Health Insurance
- Accountability
- Wellness
- Access
- Attention To Detail
- Presentation Skills
- Executive Coaching
- Financial Planning
- Financial Advisory
- Asset Management
- Time Management
- Estate Planning
- Life Insurance
- Communication
- Presentations
- Family Office
- Intelligence
- Preparation
- Team Player
- Management
- SalesForce
- Cash Flow
- Insurance
- Integrity
- Planning
- Training
- Coaching
- Business
- Pricing
- Review
- RIA
- Tax
- CRM
- CFA
- Compensation
- Recruiting
- Discipline
- Teamwork
- TeamMate
- Hiring
- Policy
- Health Insurance
- Accountability
- Wellness
- Access
Key Responsibilities
- Serve as project manager for assigned clients, facilitating implementation of recommendations in wealth enhancement, wealth transfer, wealth protection, and charitable giving.
- Manage areas including cash flow planning, education planning, asset management, lending solutions, life insurance, family meetings, and health insurance.
- Collaborate closely with Senior Family Advisors and Service Team to ensure exceptional client service.
- Act as primary contact for clients and their trusted advisors.
- Lead preparation of prospect proposals and client review presentations.
- Assist in client review meetings by presenting and discussing cash flow models and advanced planning topics.
- Utilize CRM systems to capture meeting notes and delegate 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.
Required Qualifications
- Bachelor's degree.
- 3-5 years of experience in a client-facing advisory role at a broker-dealer or Registered Investment Advisor (RIA).
- Strong financial planning acumen.
- Series 63, 65, and/or 66 licenses.
- Experience with advanced planning techniques including donor advised funds, foundations, 529 accounts, and various insurance products.
- Knowledge of fundamental estate planning tools and techniques.
- Excellent communication and presentation skills with ability to simplify complex ideas.
- Strong time management skills and commitment to follow-through.
- Ability to work closely with clients' external advisors such as estate planning counsel, tax professionals, and insurance professionals.
- High attention to detail, dedication to quality, and focus on client satisfaction.
- Exceptional emotional intelligence, integrity, and accountability.
- Enthusiasm for continuous learning and a collaborative, positive attitude.
- Can-do, problem-solving attitude with a warm and upbeat personality.
Preferred Qualifications
- Experience advising privately held business owners and families.
- CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), or other relevant designations strongly preferred.
- Life and Disability Insurance license.
- Familiarity with software such as Salesforce, Orion, Wealthscape, eMoney, or MindManager.
Compensation & Benefits
- Full-time exempt position.
- Competitive salary and incentive bonus structure.
- 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 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.