Senior Family Advisor

A nationally recognized, independent wealth advisory firm is seeking a Senior Family Advisor to serve as a trusted partner to a select group of ultra-high-net-worth families and entrepreneurs. This individual will lead complex relationships that span investment strategy, estate and tax coordination, liquidity event planning, and multigenerational legacy work.

The ideal candidate blends strategic financial acumen with emotional intelligence, leadership presence, and a deep respect for the personal side of wealth.

This growing multi-family office partners with first-generation wealth creators and business owners before, during, and after major liquidity events. The firm offers an integrated suite of services—including investment management, cash-flow and tax planning, estate and trust coordination, philanthropic strategy, and family governance—delivered through a cohesive team model.

Clients typically have $10M+ in investable assets and turn to the firm for clarity, simplification, and long-term stewardship of their wealth.

As Senior Family Advisor, you will:

• Serve as the primary relationship lead for a select portfolio of complex, multi-entity client families.
• Develop and implement sophisticated strategies across wealth enhancement, transfer, protection, and philanthropy.
• Coordinate with internal specialists in investments, advanced planning, and client service to ensure flawless execution.
• Partner with clients’ attorneys, accountants, and insurance professionals to create alignment across all aspects of their financial life.
• Lead the preparation and delivery of financial plans, cash-flow models, and review presentations.
• Mentor and collaborate with associate advisors to build depth and continuity within the advisory team.
• Contribute to firm-wide initiatives that enhance the client experience and operational excellence.

• 8–10+ years of client-facing experience advising UHNW or multigenerational families within a family office, RIA, or private bank environment.
• Series 65 (or equivalent) license required.
• Demonstrated success managing relationships through complex planning scenarios such as business sales, concentrated positions, and philanthropic or estate transitions.
• Advanced understanding of estate, tax, and charitable planning strategies.
• Excellent communication and presentation skills, with an ability to translate complexity into clarity.
• High integrity, sound judgment, and a consultative, empathetic approach.
• Familiarity with platforms such as Salesforce, Orion, or eMoney is a plus.

The firm fosters a collaborative, growth-oriented environment where advisors share ideas, support one another, and celebrate both professional and personal milestones. Advisors are encouraged to think creatively, mentor emerging talent, and shape the firm’s future.

If you value depth of relationship over transaction, thrive in a collaborative culture, and want to help clients use their wealth to live purposefully, this is an exceptional opportunity.

• Competitive base salary and performance bonus
• Comprehensive medical, dental, vision, life, and disability coverage
• 401(k) with company match
• Generous PTO and paid holidays
• Professional development support and certification reimbursement
• Hybrid work flexibility with regular in-office collaboration

Candidates must reside in or be able to commute regularly to the Greater Seattle area
. Relocation assistance is not available.