Wealth Manager
SR Staffing, Seattle, WA, United States
Join an
employee‑owned, independent wealth management firm
that is deeply committed to its clients and its people. This firm advises
high‑net‑worth families and closely held businesses
and is widely respected for its
holistic planning approach, collaborative culture, and long‑term client relationships .
This is an ideal role for a seasoned advisor who wants
true client ownership, growth upside, and a voice in the firm’s future —without sacrificing work‑life balance.
As a Wealth Manager, you’ll serve as a
trusted primary advisor , leading sophisticated planning conversations while partnering closely with an experienced internal team.
Client Advisory & Relationship Management
Act as the primary advisor to affluent families and business owners
Lead client meetings, education, and ongoing strategic conversations
Collaborate with attorneys, CPAs, and other outside advisors to deliver seamless planning
Design and oversee comprehensive financial plans, including:
Tax and estate planning
Cash flow and balance sheet management
Philanthropic and long‑term wealth strategies
Coordinate execution and ongoing plan updates with internal specialists
Investment Oversight
Partner with the Portfolio Manager on investment strategy and design
Oversee asset allocation, rebalancing, and implementation aligned with client goals
What They’re Looking For
Entrepreneurial, client‑first mindset with a long‑term perspective
$200K–$250K base salary + significant incentive compensation
New business incentive program
100% employer‑paid
medical, dental, vision, disability & life insurance
401(k) match: 100% up to 4%
Equity purchase opportunities
in an employee‑owned firm
Full reimbursement for licensing, certifications, and professional development
Wellness reimbursement
Paid parking or transit pass
5‑year anniversary bonuses & 10‑year sabbaticals
This is a rare opportunity to join a
stable, growth‑oriented firm
where advisors are empowered, clients are truly valued, and long‑term equity and career progression are real—not just talked about.
If you’re a Wealth Manager looking for
impact, autonomy, and ownership , this role is worth a closer look.
#J-18808-Ljbffr
employee‑owned, independent wealth management firm
that is deeply committed to its clients and its people. This firm advises
high‑net‑worth families and closely held businesses
and is widely respected for its
holistic planning approach, collaborative culture, and long‑term client relationships .
This is an ideal role for a seasoned advisor who wants
true client ownership, growth upside, and a voice in the firm’s future —without sacrificing work‑life balance.
As a Wealth Manager, you’ll serve as a
trusted primary advisor , leading sophisticated planning conversations while partnering closely with an experienced internal team.
Client Advisory & Relationship Management
Act as the primary advisor to affluent families and business owners
Lead client meetings, education, and ongoing strategic conversations
Collaborate with attorneys, CPAs, and other outside advisors to deliver seamless planning
Design and oversee comprehensive financial plans, including:
Tax and estate planning
Cash flow and balance sheet management
Philanthropic and long‑term wealth strategies
Coordinate execution and ongoing plan updates with internal specialists
Investment Oversight
Partner with the Portfolio Manager on investment strategy and design
Oversee asset allocation, rebalancing, and implementation aligned with client goals
What They’re Looking For
Entrepreneurial, client‑first mindset with a long‑term perspective
$200K–$250K base salary + significant incentive compensation
New business incentive program
100% employer‑paid
medical, dental, vision, disability & life insurance
401(k) match: 100% up to 4%
Equity purchase opportunities
in an employee‑owned firm
Full reimbursement for licensing, certifications, and professional development
Wellness reimbursement
Paid parking or transit pass
5‑year anniversary bonuses & 10‑year sabbaticals
This is a rare opportunity to join a
stable, growth‑oriented firm
where advisors are empowered, clients are truly valued, and long‑term equity and career progression are real—not just talked about.
If you’re a Wealth Manager looking for
impact, autonomy, and ownership , this role is worth a closer look.
#J-18808-Ljbffr