International Search Consultants
Senior Family Office Advisor
International Search Consultants, Seattle, Washington, us, 98127
Overview
Senior Family Office Advisor — Our client is a growing Multi Family Office hiring two key advisory roles due to new client growth and firm expansion. The Senior Family Office Advisor will lead relationships with affluent families and entrepreneurs navigating significant wealth events. This is a senior-level role requiring sophisticated planning knowledge, a consultative approach, and leadership within the firm. Base pay
$185,000.00/yr - $250,000.00/yr Responsibilities
Serve as the primary advisor for complex client relationships, overseeing all aspects of planning and wealth strategy. Guide conversations on succession, legacy, philanthropy, risk management, and investment planning. Lead the development of detailed planning proposals, financial models, and customized family presentations. Partner with internal planning teams while coordinating with external tax, legal, and insurance professionals. Facilitate family meetings, governance discussions, and multi-generational planning initiatives. Mentor and coach junior advisors, contributing to the growth of the firm’s advisory bench. Requirements
Bachelor’s degree required; advanced credentials strongly valued. At least 8 years of client-facing advisory experience with UHNW families, preferably in an RIA, family office, or private bank. Series 65 (or equivalent) required. Deep knowledge of advanced planning techniques including donor-advised funds, foundations, complex estate structures, and risk management solutions. Excellent interpersonal and presentation skills; able to engage comfortably with clients and their professional teams. Leadership qualities with a collaborative approach and strong professional integrity. Additional details
Location: Seattle, WA (and related regional opportunities may apply). Seniority level: Director Employment type: Full-time Industries: Investment Advice, Financial Services, and Investment Management Note: The job description includes salary ranges and benefits such as comprehensive medical, dental, vision, disability, and life insurance; 401(k) with company match; paid time off and holidays; professional development support and firm-sponsored education programs.
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Senior Family Office Advisor — Our client is a growing Multi Family Office hiring two key advisory roles due to new client growth and firm expansion. The Senior Family Office Advisor will lead relationships with affluent families and entrepreneurs navigating significant wealth events. This is a senior-level role requiring sophisticated planning knowledge, a consultative approach, and leadership within the firm. Base pay
$185,000.00/yr - $250,000.00/yr Responsibilities
Serve as the primary advisor for complex client relationships, overseeing all aspects of planning and wealth strategy. Guide conversations on succession, legacy, philanthropy, risk management, and investment planning. Lead the development of detailed planning proposals, financial models, and customized family presentations. Partner with internal planning teams while coordinating with external tax, legal, and insurance professionals. Facilitate family meetings, governance discussions, and multi-generational planning initiatives. Mentor and coach junior advisors, contributing to the growth of the firm’s advisory bench. Requirements
Bachelor’s degree required; advanced credentials strongly valued. At least 8 years of client-facing advisory experience with UHNW families, preferably in an RIA, family office, or private bank. Series 65 (or equivalent) required. Deep knowledge of advanced planning techniques including donor-advised funds, foundations, complex estate structures, and risk management solutions. Excellent interpersonal and presentation skills; able to engage comfortably with clients and their professional teams. Leadership qualities with a collaborative approach and strong professional integrity. Additional details
Location: Seattle, WA (and related regional opportunities may apply). Seniority level: Director Employment type: Full-time Industries: Investment Advice, Financial Services, and Investment Management Note: The job description includes salary ranges and benefits such as comprehensive medical, dental, vision, disability, and life insurance; 401(k) with company match; paid time off and holidays; professional development support and firm-sponsored education programs.
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