Senior Wealth Advisor

About the Company

Successful national RIA

Industry
Investment Management

Type
Privately Held

About the Role

The Company is in search of a Senior Wealth Advisor to join their dynamic, fast-growing team. The successful candidate will be responsible for nurturing and closing business sourced through strategic relationships in the Seattle Metro Area. This role is pivotal in the firm's expansion, which has been consistently growing at a rate of 30% year over year. The ideal candidate will have the ability to lead with a customized financial planning approach, and deep investment expertise, and will be supported by extensive operational, investment, financial planning, and relationship management resources.Applicants for the Senior Wealth Advisor position at the company should be adept at leading with a customized financial planning approach and possess deep investment expertise. The role requires the ability to complement a traditional investment approach with services such as tax planning, trust services, and experience in areas like hedging strategies, real estate, and private investments. The company is particularly interested in local talent due to a significant increase in leads and has invested in local infrastructure to support the new team member. The position offers a competitive compensation package with a base salary and significant business development incentives, including residual payouts for all sourced assets.

Travel Percent
Less than 10%

Functions

• Finance
• Business Development