Job Description
Family Wealth Advisor
Seattle, WA
Our client is a rapidly growing Registered Investment Advisor (RIA) and boutique family office. We are seeking a dynamic leader to help the firm fulfill its commitment to assisting clients in achieving their goals and aspirations. The ideal candidate for the Family Wealth Advisor role will be a highly motivated team player who embodies the Firm’s Core Values. This position offers a great opportunity to influence the success of the firm.
Their mission is to support wealth creators, entrepreneurs, innovators, and their families by guiding them through significant liquidity events and enhancing their positive impact on their communities and the world. If you possess a relentless drive to succeed and align with this vision, we encourage you to apply!
Key Responsibilities:
Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main area...