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Senior Family Wealth Advisor Impact

Job in Seattle, King County, Washington, 98127, USA
Listing for: Next Level Recruiting, LLC
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Family Wealth Advisor: Growth, Impact, and Benefits
A growing investment advisory firm in Seattle is seeking a Family Wealth Advisor to manage client relationships and implement financial strategies. The ideal candidate will have 3-5 years of experience in a client-facing role and a strong background in financial planning and estate techniques. Key responsibilities include managing client projects, preparing proposals, and ensuring exceptional service. This full-time position offers competitive salary, benefits, and opportunities for professional development.
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Position Requirements
10+ Years work experience
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