Senior Client Advisor

Seattle, WA

 

Our client, a rapidly growing and well-established organization, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.

Requirements:

• Bachelor’s degree required; advanced degree (MBA or JD) highly preferred.
• 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.
• Proficiency in legal documents related to trusts, estate planning, and finance.
• Established local and regional network of accounting and legal professionals.

Rewards:

• High visibility to internal executives 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.

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.
• Delegate work efficiently to Client Advisory support professionals.
• 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.

If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team as a Senior Client Advisor. Your expertise and leadership will be essential in shaping the future of our client.