Associate Wealth Advisor

Associate Wealth Advisor

Associate Wealth Advisor
Multi-Billion Dollar Multi-Family Office
August 24, 2022
Bellevue/Kirkland, WA



Multi-Billion-Dollar Boutique Independent Wealth Management Firm seeks an Associate Wealth Advisor to support Senior Wealth Advisors in providing comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele (average client ~$20M).

The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra high net worth clientele with a robust investment platform.


  • Significant offering of alternative investments inclusive of private equity, real estate, hedge funds, and other non-marketable investment opportunities.
  • Extensive technical training and mentorship provided in a collegial, growth-oriented culture.
  • Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives.
  • Clear path to equity/partnership.
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