Next Level Recruiting, LLC · 1 day ago
Family Office Wealth Advisor
Seattle, WA
Full-time
Onsite
Mid Level
3+ years expNext Level Recruiting, LLC is representing a rapidly growing Registered Investment Advisor and boutique family office seeking a Family Wealth Advisor. The role involves serving as a project manager for clients, implementing advanced planning recommendations, and ensuring exceptional client service while collaborating with senior advisors and external partners.
AccountingConsultingLegalWealth Management
Hiring Manager
Daniel Cohen
Responsibilities
Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving
Collaborate closely with Sr. Family Advisors and 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
Assist 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
Prepare proprietary reports for clients on an individualized basis
Build and maintain strong relationships with assigned client families
Comply with all industry regulations and firm policies
Foster a collaborative team environment
Qualification
Required
Bachelor's degree
Strong financial planning acumen with 3-5 years of experience in a client-facing advisory role at a broker-dealer or RIA
Series 63, 65, and/or 66
Experience with advanced planning techniques, including donor advised funds, foundations, 529 accounts, and various insurance products
Knowledge of fundamental estate planning tools and techniques
Excellent communication and presentation skills, with the ability to simplify complex ideas for diverse audiences
Strong time management skills and a commitment to follow-through
The ability to work closely with our clients' team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc
Ability to collaborate effectively with external advisors, such as estate planning counsel and 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
A can-do, problem-solving attitude and a collaborative, warm and upbeat personality
Preferred
Experience advising privately held business owners/families
CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred
Life and Disability Insurance license
Familiarity with software such as Salesforce, Orion, Wealthscape, eMoney, or MindManager
Benefits
Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance.
100% company match on 401(k) contributions up to 3% of annual pay.
Starting paid time off of 21 days per year, with an accrual program.
Opportunities for career and professional development, including training, certification reimbursement, and executive coaching.
Wellness reimbursement.
Regular team events and an annual retreat.
Access to exclusive vendor networks and preferred pricing discounts
Company
Next Level Recruiting, LLC
Where top companies meet next level talent. We leverage our global network & partner with our clients to find the optimal talent for any need.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Palmer
Co-Founder & CEO
Justin Solomon
Co-Founder & COO
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