Title: Family Office Advisor (CFP)
Type: Full-time/Perm/Fully On-site
Location: Seattle, WA
Salary: $110K - $130K/annually, depending on experience
Summary:
Our client is looking for a Family Office Advisor (CFP) who is passionate about contributing to and celebrating the success of both clients and colleagues to join their team in Seattle! In this role, Advisors are responsible for managing the day-to-day responsibilities, priorities, and workload of their client service teams. This includes providing analytical, operational, and administrative support for the acquisition, implementation, and ongoing retention of clients. Headquartered in Seattle, WA with offices nationwide, our client is the largest RIA in the Pacific Northwest. They have won countless Best Places to Work awards, including Seattle Business Magazine’s Best Companies to Work For 15 years in a row and National and Regional Community Impact Awards. The firm is an industry leader and pioneer in financial well-being with a focus on helping clients align their wealth, passions, and purpose so they can pursue happier, healthier, and more fulfilling lives. Their team is serving over 4,000 clients and advising on more than $19 billion in assets.
Responsibilities:
- Acts as the first point of contact for client communications.
- Strategize with a Lead Advisor to ensure responses are timely and thorough.
- Reviews current client portfolios and makes recommendations to clients in consultation with the team.
- Proactively considers both strategic and tactical opportunities around investments and other planning areas.
- Prepares comprehensive client meeting deliverables, analyzes all client data, and evaluates potential planning strategies.
- Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics, such as tax loss harvesting, stock option and restricted stock wealth transfer strategies, and risk transfer and management.
- Maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software.
- Reviews and approves detailed reconciliations of historical cash flows per entity and ten-year forward-looking projections.
- Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances.
- Attends and drives client meetings and owns the execution of post-meeting actions in conjunction with Analysts.
- Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
- Works with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client's situation.
- Seeks out leadership roles in the team and firm projects/assignments.
- Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support.
- Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed.
- Ensures content is accurate, timely, and reviewed periodically/
- Crafts client meeting agendas and determines deliverables to be presented.
- Analyzes client data and develops strategies.
- Collaborates with a Lead Advisor to define both the client strategy and the most effective form of presentation.
- Prepares and finalizes all standard deliverables related to the delivery of wealth management advice, based on inputs from team members, including the Richer Life Legacy Plan (RLLP), Family Wealth View, Cash Flows, and Annual Plans.
- Works with Tax, Investments, and Estate Planning to determine additional levels of detail required for the client's situation.
- Works with the team to ensure that all tactical parts of the client implementation are executed timely and accurately.
- Presents ideas and concepts in an organized and effective manner.
- Attends client meetings and is expected to effectively present specific planning topics.
- Ensures all client-related action items are communicated and memorialized in the CRM.
- Partners with an Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals, initiates these requests and is responsible for reviewing and approving them, and ensures completion within specified time frames.
Requirements/Qualifications:
- 4 + years of experience in financial planning and wealth management.
- Undergraduate degree required.
- CERTIFIED FINANCIAL PLANNER™ (CFP®) credential required.
- Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) is required.
- Expected to learn other position-related systems on the job.
- Organized and able to handle multiple client relationships with contending priorities.
- Ability to coordinate team member resources most effectively.
- Must be willing to work fully on-site (this role is an in-office, full-time, and exempt position).
- Excellent work habits and strong organizational skills.
- Ability to prioritize tasks and manage workflows.
- Exceptional communication skills, both written and verbal, with clients and co-workers.
- Exceptional interpersonal skills and demonstrated teamwork mentality.
- Ability to project a capable and trustworthy image.
- Self-starter who can proactively manage workload, communications, and ownership of tasks.
- Commitment to excellence and high standards.
- Versatility, flexibility, and a willingness to work within constantly changing priorities with high enthusiasm.
- A high degree of personal integrity, maturity, and acute attention to detail.
Strong analytical and problem-solving skills.
