Senior Client Advisor (VP/SVP) Seattle, WA

Are you a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families? Join our rapidly growing and well-established organization as a Senior Client Advisor, where you will play a pivotal role in expanding our client’s footprint and making a lasting impact within a collaborative and dynamic environment.

Requirements:

  • Bachelor’s degree required, advanced degree highly preferred (MBA or JD).
  • Professional certifications such as CTFA, CFP, CFA, or CPA.
  • Minimum of 8 years of Trust and Estate Planning experience.
  • Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients.
  • Proven business development experience within the UHNW space.
  • Proficient knowledge of legal documents related to trusts, estate planning, and finance.
  • Established network with accounting and legal professionals in local and regional markets.
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    Rewards:

  • High visibility to Leadership with opportunities for position expansion and continued professional development.
  • Competitive base salary, bonus, and compensation structure with excellent benefits.
  • Rewarding culture within a client-focused, family-oriented firm.
  • Join a rapidly growing and well-established organization.
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    Responsibilities:

  • Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
  • Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
  • Lead a team of Client Advisory support individuals, delegating work effectively to an assigned assistant.
  • Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
  • Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets.
  • Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades.
  • Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
  • Contribute actively to internal committees as part of the senior team.
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    If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of our organization, apply now to join our dynamic team as a Senior Client Advisor. Your expertise and leadership will be essential in shaping the future of our client.

    How to Apply:

    Click Here to Apply Online

    Please contact Lisa Finch, , 888-771-1488.

    Referrals – Do you know someone who may be a fit?
    We gladly pay $500 for referrals that result in hire and keep all referrals confidential unless you ask us to use your name. We’re looking for Senior Client Advisor (VP/SVP), and ideally candidates who are not looking – any names come to mind? Let Lisa know at