Client / Wealth Advisor

Client / Wealth Advisor – Seattle, WA

Represented by Addison Group | Wealth Management Firm

Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client / Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance.

Responsibilities :

• Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies.
• Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance.
• Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement.
• Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions.
• Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance.
• Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients.
• Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making.
• Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks.
• Prepare and present financial plans, investment proposals, and performance reviews.
• Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring.

Qualifications :

Our client offers :

$120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays.