Client Advisor
$125,000–$150,000 year
On-site · Seattle, Washington, United States
Seattle, Washington, United StatesOn-siteFull Time$125,000–$150,000 yearSenior LevelBachelors DegreeUnknown
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Advisors secure high-net-worth clients from referrals and partners, deliver holistic investment analysis and financial planning, collaborate with internal and external advisors (CPAs, attorneys) to craft wealth plans, lead and manage review meetings with clients to keep objectives and planning needs up-to-date, and mentor junior client associates and emerging advisors who support clients.
Required Qualifications
- Bachelor’s Degree or higher
- CFP or industry designation strongly preferred; S65 or equivalent required
- 5 - 15+ years of experience in investment management or financial advisory services
- Exceptional communication and relationship-building skills
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
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