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Senior Client Advisor – Wealth Planning & Growth

Job in Washington, District of Columbia, 20022, USA
Listing for: International Search Consultants
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 88000 - 150000 USD Yearly USD 88000.00 150000.00 YEAR
Job Description & How to Apply Below

International Search Consultants in Seattle, WA is seeking a Client Advisor to join a growing wealth advisory team serving ultra-wealthy families and business owners. The role blends financial planning with project management in a collaborative, client-focused environment.

Candidates should have 5+ years of direct client advisory experience, knowledge of estate structures and asset management, and a Series 65 license (CFP preferred).

We invite applications for the Senior Client Advisor – Wealth Planning & Growth position located in Washington, DC, United States.

As a Senior Client Advisor – Wealth Planning & Growth, you will play an important part at International Search Consultants in Washington, DC, United States.

The following opportunity is for a Senior Client Advisor – Wealth Planning & Growth with International Search Consultants.

Our group is growing, and we are hiring a Senior Client Advisor – Wealth Planning & Growth in Washington, DC, United States.

Position Requirements
10+ Years work experience
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