Senior Wealth Advisor

Senior Wealth Advisor

Multi-Billion Dollar Multi-Family Office
Published
July 15, 2021
Location
Greater Seattle Area, WA

Description

Multi-Billion Dollar Boutique Independent Wealth Management Firm seeks a Senior Wealth Advisor to provide 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.
  • Investment platform with a significant offering of alternative investments including private equity, real estate, hedge funds and other private investment opportunities.
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, generous business development incentives.
  • Not a commissioned sales role. Collegial, growth-oriented culture. Clear path to equity/partnership.

Requirements:

Track record of servicing and expanding relationships with $5M+ level clientele.

 

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