Senior Wealth Advisor

Aston Carter • Bellevue, WA

4d • $140,000 - $200,000 • Onsite

About The Position

A fast-growing wealth management firm in Bellevue, WA is seeking a highly skilled Wealth Advisor/Planner. This role is a direct placement, requiring 100% onsite presence from Monday to Friday. As a Wealth Advisor, you will serve as a primary relationship manager and trusted advisor to an established group of clients, providing exceptional advice and developing enduring relationships.

Requirements

• 510+ years of experience in wealth management, financial planning, or a related advisory role, with meaningful experience meeting directly with clients.
• An active Series 65 license.
• Proficiency with financial software such as Right Capital, Orion, and Holistiplan.
• Strong financial planning knowledge and an understanding of how investments, taxes, estate planning, retirement planning, and cash-flow decisions interact.
• Excellent client-facing communication and presentation skills.
• Sound judgment and strong attention to detail.
• Intellectual curiosity and a desire to continually improve as an advisor.
• Ability to simplify complex financial concepts and communicate them clearly.
• Strong preparation, organization, and follow-through.
• Emotional intelligence and the ability to develop trusted relationships.
• A collaborative approach to working with colleagues and outside professionals.
• A genuine commitment to putting clients' interests first.

Nice To Haves

• CFP® certification preferred.
• Experience with estate and real estate planning.
• Strong relationship-building skills.
• Experience in charitable planning and managing concentrated stock positions.

Responsibilities

• Serve as a primary point of contact and trusted advisor for assigned clients, gaining a deep understanding of each client's financial circumstances, family dynamics, goals, concerns, and long-term priorities.
• Lead client review meetings and other important financial conversations.
• Maintain proactive communication with clients throughout the year rather than relying solely on scheduled review meetings.
• Develop relationships that extend beyond investment performance and position the firm as a trusted resource when important financial decisions arise.
• Deliver comprehensive wealth management across a broad range of planning considerations, including investment strategy, retirement planning, estate planning, cash-flow and liquidity planning, concentrated stock positions, charitable planning, business and executive compensation considerations, and wealth transfer and legacy planning.
• Possess the judgment to identify important issues, ask thoughtful questions, recognize planning opportunities, and coordinate with appropriate specialists.
• Prepare thoroughly for client meetings and ensure recommendations are clear, thoughtful, and actionable.
• Coordinate with the firm's investment, tax, estate planning, compliance, and operations professionals to provide clients with an integrated wealth management experience.
• Follow through on recommendations and ensure important planning items move from conversation to implementation.
• Communicate sophisticated financial concepts in a way that is understandable, practical, and relevant to the client.
• Develop strong working relationships with clients' attorneys, CPAs, and other outside professionals when appropriate.

Benefits

• Comprehensive medical, dental, and vision coverage 100% covered for the employee and have to pay for addition family members
• 401(k) retirement plan with a 6% employer match
• Paid time off and paid holidays
• Continuing education and professional development support
• Long-term career advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed