Next Level Recruiting, LLC
Overview
Senior Family Office Wealth Advisor - 200-250K Base + Bonus + Incentive Comp. Client is also open to lift outs & porting books of business (will handle discreetly start to finish, if appropriate). Locations: Seattle, WA & surrounding areas. Open to Phoenix, AZ. Our client is a rapidly growing Boutique Multifamily Office/Registered Investment Advisor (RIA). This role offers an opportunity to influence the success of the firm and to help clients achieve their goals and aspirations. Key Responsibilities
Serve as a relationship manager for assigned clients, facilitating the implementation of recommendations in four key areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving. Collaborate 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 the 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 for the team, 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. Requirements
Strong financial planning acumen with over 5 years of experience in a client-facing advisory role at a broker-dealer or RIA. Series 65 license or equivalent. Designations such as CERTIFIED FINANCIAL PLANNER, CFA, CIMA, or similar. Experience with advanced planning techniques (donor advised funds, foundations, 529 accounts, and various insurance products). Knowledge of fundamental estate planning tools and techniques. Excellent communication and presentation skills; ability to simplify complex ideas for diverse audiences. Strong time management and follow-through. Ability to collaborate with external advisors (estate planning counsel, 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. Full-time position with exempt status. Strong collaborative culture. Competitive salary and incentive bonus structure. Comprehensive benefits package including PTO, health, dental, vision, life and disability insurance, and a 401(k) plan. 100% company match on 401(k) contributions up to 3% of annual pay. Starting paid time off of 21 days per year with accrual. Opportunities for career development, including training, certification reimbursement, and executive coaching. Wellness reimbursement and regular team events, including an annual retreat. Access to exclusive vendor networks and preferred pricing discounts. Seniority level
Director Employment type
Full-time Job function
Consulting, Finance, and Strategy/Planning Industries: Financial Services, Individual and Family Services, and Investment Management
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Senior Family Office Wealth Advisor - 200-250K Base + Bonus + Incentive Comp. Client is also open to lift outs & porting books of business (will handle discreetly start to finish, if appropriate). Locations: Seattle, WA & surrounding areas. Open to Phoenix, AZ. Our client is a rapidly growing Boutique Multifamily Office/Registered Investment Advisor (RIA). This role offers an opportunity to influence the success of the firm and to help clients achieve their goals and aspirations. Key Responsibilities
Serve as a relationship manager for assigned clients, facilitating the implementation of recommendations in four key areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving. Collaborate 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 the 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 for the team, 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. Requirements
Strong financial planning acumen with over 5 years of experience in a client-facing advisory role at a broker-dealer or RIA. Series 65 license or equivalent. Designations such as CERTIFIED FINANCIAL PLANNER, CFA, CIMA, or similar. Experience with advanced planning techniques (donor advised funds, foundations, 529 accounts, and various insurance products). Knowledge of fundamental estate planning tools and techniques. Excellent communication and presentation skills; ability to simplify complex ideas for diverse audiences. Strong time management and follow-through. Ability to collaborate with external advisors (estate planning counsel, 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. Full-time position with exempt status. Strong collaborative culture. Competitive salary and incentive bonus structure. Comprehensive benefits package including PTO, health, dental, vision, life and disability insurance, and a 401(k) plan. 100% company match on 401(k) contributions up to 3% of annual pay. Starting paid time off of 21 days per year with accrual. Opportunities for career development, including training, certification reimbursement, and executive coaching. Wellness reimbursement and regular team events, including an annual retreat. Access to exclusive vendor networks and preferred pricing discounts. Seniority level
Director Employment type
Full-time Job function
Consulting, Finance, and Strategy/Planning Industries: Financial Services, Individual and Family Services, and Investment Management
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