Wealth Management Advisor

Location: Seattle / PNW region Firm Overview Our client is a fast-growing, fee-only boutique RIA based in Upstate New York. Founded in 2015, the firm delivers institutional-quality financial planning and investment advice with the personalized care of a local, high-touch practice. The Opportunity This is a rare opportunity to take a leadership seat at a successful boutique firm—with a clear, supported path to equity ownership. You’ll inherit and grow a book of high-net-worth relationships, backed by a team that prioritizes quality over quantity and values long‑term planning over product sales. The right candidate may bring a partial book or transition clients over time. Why This Role Stands Out Equity Track: Transparent path to partnership and firm ownership for high‑performing advisors. True Fiduciary Environment: No sales quotas. No product pushing. Just real planning and client‑first service. High‑Impact Role: Help shape firm strategy, contribute to investment direction, and be a voice at the table. Institutional‑Grade Platform: Streamlined operations, cutting‑edge planning tools, and access to alternative investments. Flexible & Collaborative Culture: Work remotely or hybrid, with a supportive team that values balance and autonomy. Strong Compensation: Competitive base salary, incentive structure, and full benefits (health, 401k match, CE support, E&O, and more). Who We’re Looking For Experienced Advisor: 8–10+ years serving HNW clients in an RIA or planning‑focused setting. Credentialed Pro: CFP® or relevant designations required (CFA, CPA, or other designations a plus). Client‑Centric Leader: Someone who thrives in a boutique, collaborative team and wants to build deep, multigenerational relationships. Entrepreneurial Mindset: Interested in growth, influence, and long‑term equity. #J-18808-Ljbffr