Financial Advisor Seattle, WA

Financial Advisor

We are looking for an experienced Financial Advisor to support high-touch client relationships and oversee the administration of complex investment and trust accounts in Seattle, Washington. This position blends client service, portfolio coordination, and fiduciary support, requiring someone who can manage details with precision while communicating clearly with clients, advisors, and internal partners. The ideal candidate brings strong judgment, organizational discipline, and a solid understanding of financial account administration within the financial services industry.

Responsibilities:

• Build strong working relationships with clients and their external advisors by delivering prompt, thoughtful communication and ensuring questions are resolved thoroughly.
• Participate in client meetings, capture key discussion points, and drive follow-up actions while organizing presentation materials and tailored reporting for ongoing reviews.
• Maintain accurate records of client activity, account updates, and relationship notes within Salesforce and other required systems.
• Manage account lifecycle activities, including onboarding and closure processes, transaction oversight, and review of documentation tied to client accounts.
• Interpret wills, trusts, and related governing documents to support proper account administration, establish timely reminders, and coordinate with fiduciary counsel when needed.
• Support annual relationship reviews and help confirm that accounts remain aligned with regulatory and internal compliance standards.
• Partner with senior team members on investment execution by assisting with portfolio rebalancing, trade activity, asset allocation monitoring, performance tracking, and transition-related tasks.
• Review daily operational reporting, address issues such as cash shortfalls or overdrafts, and coordinate client disbursement requests and other cash movement activity.
• Prepare trust-related reviews, process required distributions, charitable gifts, grant payments, insurance trust activity, and related reporting in coordination with tax and administrative partners.

The salary range for this position is $125,000 to $175,000 + bonus.

Benefits:

• Medical/Dental/Vision - 100% paid for employee
• Life and Disability insurance
• 401k with annual profit sharing contribution
• 2 weeks PTO
• 6 paid holidays