International Search Consultants
Overview
We are looking for an experienced
Senior Wealth Advisor
to join a boutique multi-family office and independent wealth advisory firm. This role acts as the trusted lead advisor for a select portfolio of high-net-worth and ultra-high-net-worth families, helping them navigate the full scope of their financial, estate, and philanthropic goals. The ideal candidate combines deep planning expertise with exceptional relationship management skills and a genuine passion for delivering a best-in-class client experience. Base pay range $185,000.00/yr - $250,000.00/yr Key Responsibilities
Serve as the primary advisor and central point of contact for assigned client families, leading the coordination and delivery of holistic wealth management strategies. Develop and implement comprehensive plans across
Wealth Enhancement, Wealth Transfer & Protection, and Charitable Giving . Partner with internal specialists in investments, planning, and client service to ensure flawless execution of strategies. Lead financial plan creation, cash flow projections, and investment performance reviews. Engage with clients’ external professionals — attorneys, accountants, and insurance advisors — to ensure alignment across all aspects of their financial picture. Anticipate client needs by proactively identifying opportunities to strengthen relationships and add value. Maintain precise records and uphold compliance with firm policies and industry regulations. Support and mentor junior team members, fostering professional growth and collaboration. Qualifications
Minimum
5+ years of client-facing experience
within a family office, RIA, or wealth management setting. Bachelor’s degree in Finance, Accounting, Economics, or a related field. Active
Series 65
(or equivalent) required. Demonstrated success advising UHNW families, entrepreneurs, and business owners. In-depth understanding of advanced estate planning, tax-efficient investing, and charitable structures. Strong communicator with the ability to translate complex financial concepts into clear, actionable insights. Highly organized, detail-oriented, and proactive with exceptional follow-through. High emotional intelligence and a sincere, client-first approach. Preferred Skills & Tools
Life and Disability Insurance license. Experience using platforms such as
Salesforce, Orion, Wealthscape, eMoney, or MindManager . Competitive base salary plus annual performance incentive. Comprehensive benefits including health, dental, vision, life, and disability insurance. 401(k) with company match , generous paid time off, and ongoing professional development support. Hybrid work structure
promoting flexibility, collaboration, and client engagement. We’re committed to fostering a diverse, inclusive environment where every team member is respected and empowered to contribute. We welcome all qualified applicants who share our values and commitment to excellence. Please note:
Only candidates currently based in the
Greater Seattle area
will be considered. This role is not open to firm-sponsored or self-funded relocation. Seniority level
Executive Employment type
Full-time Job function
Finance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. Get notified when a new job is posted.
#J-18808-Ljbffr
We are looking for an experienced
Senior Wealth Advisor
to join a boutique multi-family office and independent wealth advisory firm. This role acts as the trusted lead advisor for a select portfolio of high-net-worth and ultra-high-net-worth families, helping them navigate the full scope of their financial, estate, and philanthropic goals. The ideal candidate combines deep planning expertise with exceptional relationship management skills and a genuine passion for delivering a best-in-class client experience. Base pay range $185,000.00/yr - $250,000.00/yr Key Responsibilities
Serve as the primary advisor and central point of contact for assigned client families, leading the coordination and delivery of holistic wealth management strategies. Develop and implement comprehensive plans across
Wealth Enhancement, Wealth Transfer & Protection, and Charitable Giving . Partner with internal specialists in investments, planning, and client service to ensure flawless execution of strategies. Lead financial plan creation, cash flow projections, and investment performance reviews. Engage with clients’ external professionals — attorneys, accountants, and insurance advisors — to ensure alignment across all aspects of their financial picture. Anticipate client needs by proactively identifying opportunities to strengthen relationships and add value. Maintain precise records and uphold compliance with firm policies and industry regulations. Support and mentor junior team members, fostering professional growth and collaboration. Qualifications
Minimum
5+ years of client-facing experience
within a family office, RIA, or wealth management setting. Bachelor’s degree in Finance, Accounting, Economics, or a related field. Active
Series 65
(or equivalent) required. Demonstrated success advising UHNW families, entrepreneurs, and business owners. In-depth understanding of advanced estate planning, tax-efficient investing, and charitable structures. Strong communicator with the ability to translate complex financial concepts into clear, actionable insights. Highly organized, detail-oriented, and proactive with exceptional follow-through. High emotional intelligence and a sincere, client-first approach. Preferred Skills & Tools
Life and Disability Insurance license. Experience using platforms such as
Salesforce, Orion, Wealthscape, eMoney, or MindManager . Competitive base salary plus annual performance incentive. Comprehensive benefits including health, dental, vision, life, and disability insurance. 401(k) with company match , generous paid time off, and ongoing professional development support. Hybrid work structure
promoting flexibility, collaboration, and client engagement. We’re committed to fostering a diverse, inclusive environment where every team member is respected and empowered to contribute. We welcome all qualified applicants who share our values and commitment to excellence. Please note:
Only candidates currently based in the
Greater Seattle area
will be considered. This role is not open to firm-sponsored or self-funded relocation. Seniority level
Executive Employment type
Full-time Job function
Finance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. Get notified when a new job is posted.
#J-18808-Ljbffr