About the Role
This position leads client wealth management services while contributing to regional growth and team development through strategic advisory and relationship leadership.
Responsibilities
- Lead comprehensive financial planning and investment strategies for high-net-worth individuals and families
- Develop and maintain long-term client relationships through proactive communication and service
- Collaborate with specialists across tax, estate, and institutional services to deliver integrated solutions
- Identify opportunities for business growth through client referrals and community engagement
- Mentor and guide advisory team members to support professional development
- Ensure client portfolios align with individual goals, risk tolerance, and market conditions
- Present financial reviews and recommendations during client meetings
- Maintain deep knowledge of market trends, regulations, and financial products
- Support firm-wide initiatives related to service standards and client experience
- Uphold compliance with regulatory requirements and internal policies
- Participate in strategic planning for regional office objectives
- Contribute to thought leadership through client education and public speaking
- Manage client onboarding and transition processes efficiently
- Coordinate with legal and tax experts to address complex client needs
- Promote a culture of integrity, collaboration, and accountability
- Utilize financial planning tools and technology platforms effectively
- Monitor client satisfaction and implement improvements
- Represent the firm at industry and networking events
- Assist in shaping service delivery models for scalability
- Drive retention and expansion of existing client relationships
- Evaluate new business opportunities aligned with firm capabilities
- Ensure accurate documentation of client interactions and recommendations
- Support due diligence for potential client engagements
- Maintain professional designations and continuing education
- Foster alignment between client goals and firm resources
Compensation
Competitive compensation package including performance incentives
Work Arrangement
Hybrid
Team
Part of a national team of financial professionals serving affluent clients
Why This Role Matters
- This position plays a key role in shaping the client experience and driving long-term growth in the Pacific Northwest region.
- You will lead by example in delivering personalized financial guidance while advancing the firm’s reputation for excellence.
Growth Opportunities
- Opportunities exist for leadership expansion, specialization in niche planning areas, and involvement in national practice groups.
- The firm supports career progression through structured mentorship and professional development programs.
Not specified
