Senior Wealth Advisor

Senior Wealth Advisor

Seattle, WA

Overview

National RIA seeks a VP Advisor to join its Seattle office. The advisor will serve high net worth clients while continuing to grow the practice through firm-generated business development opportunities.

No Portable Book Required

Highlights

• Serve as the Lead Wealth Advisor to high net worth clientele

• Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management

• Opportunity to grow the practice through custodial referral channels and other firm-generated business development opportunities

• Join a growth and performance-oriented environment with significant opportunity to build a long-term client base

Requirements

• 5-10 years of wealth management experience

• CFP designation

• Demonstrated business development experience