International Search Consultants • Seattle, WA 98127 • Posted 4 days ago via LinkedIn
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The Associate Client Advisor will be a key member of the advisory team at a well-established Multi-Family Office, focusing on delivering high-touch service in the Western region and nationally, with a focus on the Pacific Northwest. This role involves partnering with Senior Advisors to carry out wealth advisory services for Ultra High Net Worth Clients, managing account transactions, coordinating with the investment team, and supporting the production of reports and client reviews.
About the Company:
Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.
About the Role:
The Associate Client Advisor will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on the Pacific Northwest
Responsibilities:
Associate Client Advisor Requirements:
Associate Client Advisor Rewards- If you qualify for this opportunity, the Firm offers the below:
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