Senior Private Wealth Advisor - Practice Lead - Seattle region
$125,400–$181,875 year
Remote
Job Summary
Serve as the lead advisor within a dedicated client practice, partnering with a Wealth Advisor and Client Experience Specialist to build lasting relationships with high-net-worth clients holding $1M+ in investable assets. Deliver a first-class client experience through onboarding, comprehensive financial planning, investment guidance, and investor education via phone, email, virtual meetings, and in-person consultations. Retain and grow assets under management by proactively communicating, educating clients, and representing the Personal Strategy investment approach aligned with their goals and risk tolerance. Coach, mentor, and delegate work to the practice team while guiding clients through retirement planning, income optimization, tax-efficient investing, and estate considerations. Travel locally as needed to strengthen long-term relationships.
Required Qualifications
- Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience
- 10+ years of experience in wealth management, private wealth, financial advisory services, or financial planning, delivering exceptional client experiences
- Advanced knowledge of wealth management strategies, investment management, financial planning, retirement planning, tax-efficient investing, income optimization, and estate planning
- Proven ability to manage complex client needs, present investment portfolios, and deliver comprehensive wealth management solutions
- Demonstrated success serving high-net-worth clients ($1M+), driving client retention, increasing assets under management, and achieving high client satisfaction or Net Promoter Score (NPS) results
- Experience using Salesforce CRM and modern financial planning platforms
- Active FINRA Series 65 license required
- FINRA Fingerprinting required
- The ideal candidate resides in the Seattle metropolitan area
- Excited to work remotely while meeting with clients in person based on client needs
- Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience
- 10+ years of experience in wealth management, private wealth, financial advisory services, or financial planning, delivering exceptional client experiences
- Advanced knowledge of wealth management strategies, investment management, financial planning, retirement planning, tax-efficient investing, income optimization, and estate planning
- Proven ability to manage complex client needs, present investment portfolios, and deliver comprehensive wealth management solutions
- Demonstrated success serving high-net-worth clients ($1M+), driving client retention, increasing assets under management, and achieving high client satisfaction or Net Promoter Score (NPS) results
- Experience using Salesforce CRM and modern financial planning platforms
- Active FINRA Series 65 license required
- FINRA Fingerprinting required
- Reliable high-speed internet with a wired connection
- Place in home to work with limited disruption
- Reliable connectivity from an internet service provider that is fiber, cable or DSL internet
Desired Qualifications
- CFP® certification strongly preferred
- Exceptional client consultation and relationship management skills with the ability to establish long-term trust
- Excellent verbal, written, and presentation skills
- Ability to manage multiple time-sensitive priorities in a fast-paced environment
- Strong organizational skills, situational awareness, critical thinking, and proactive problem-solving
- Experience adapting to evolving financial planning technologies and digital wealth management tools
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