Onsite
Bellevue, WA
Hot
Published - 2026-04-03
Senior Family Wealth Advisor
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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
- 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
- Accountability
- Wellness
- Access
About the Role
Join a rapidly growing Registered Investment Advisor (RIA) and boutique family office as a Senior Family Wealth Advisor. This role offers a unique opportunity to lead and influence the success of a firm dedicated to helping clients achieve their financial goals and aspirations. As a dynamic leader and motivated team player, you will embody the core values that drive the firm's commitment to excellence.
Company Mission
The firm is committed to supporting wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events. The focus is on enhancing their positive impact on their communities and the world. If you have a relentless drive to succeed and share this vision, this position offers a rewarding career path.
Key Responsibilities
- Serve as a relationship manager for assigned clients, facilitating implementation of recommendations in Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving.
- Collaborate closely with the Advanced Planning Team and Client Service Team to ensure exceptional client service.
- Act as the primary contact for clients and their trusted advisors.
- Lead preparation of prospect proposals and client review presentations.
- Participate in client review meetings, presenting and discussing cash flow models and advanced planning topics.
- Utilize CRM systems to capture meeting notes and instructions, delegating tasks as necessary.
- Assist the Advanced Planning Team with cash flow modeling for clients.
- 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.
- Over 5 years of experience in a client-facing advisory role at a broker-dealer or RIA with strong financial planning acumen.
- Series 65 license or equivalent.
- Relevant designations such as CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA®, or similar.
- Experience with advanced planning techniques including donor advised funds, foundations, 529 accounts, and various insurance products.
- Knowledge of fundamental estate planning tools and techniques.
- Experience delivering essential asset management strategies.
- Excellent communication and presentation skills with ability to simplify complex ideas for diverse audiences.
- Strong time management skills and commitment to follow-through.
- Ability to collaborate effectively with external advisors such as estate planning counsel and tax 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.
Preferred Qualifications
- Experience advising privately held business owners/families.
- 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.
- Comprehensive benefits package including paid time off, health, dental, vision, life, and disability insurance.
- 401(k) plan with 100% company match on 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.