Financial Advisor

Job Description

Job Description

We are looking for an experienced Financial Advisor to support high-touch client relationships and oversee the administration of complex investment and trust accounts in Seattle, Washington. This position blends client service, portfolio coordination, and fiduciary support, requiring someone who can manage details with precision while communicating clearly with clients, advisors, and internal partners. The ideal candidate brings strong judgment, organizational discipline, and a solid understanding of financial account administration within the financial services industry.

Responsibilities:

• Build strong working relationships with clients and their external advisors by delivering prompt, thoughtful communication and ensuring questions are resolved thoroughly.

• Participate in client meetings, capture key discussion points, and drive follow-up actions while organizing presentation materials and tailored reporting for ongoing reviews.

• Maintain accurate records of client activity, account updates, and relationship notes within Salesforce and other required systems.

• Manage account lifecycle activities, including onboarding and closure processes, transaction oversight, and review of documentation tied to client accounts.

• Interpret wills, trusts, and related governing documents to support proper account administration, establish timely reminders, and coordinate with fiduciary counsel when needed.

• Support annual relationship reviews and help confirm that accounts remain aligned with regulatory and internal compliance standards.

• Partner with senior team members on investment execution by assisting with portfolio rebalancing, trade activity, asset allocation monitoring, performance tracking, and transition-related tasks.

• Review daily operational reporting, address issues such as cash shortfalls or overdrafts, and coordinate client disbursement requests and other cash movement activity.

• Prepare trust-related reviews, process required distributions, charitable gifts, grant payments, insurance trust activity, and related reporting in coordination with tax and administrative partners.

The salary range for this position is $125,000 to $175,000 + bonus.

Benefits:

Medical/Dental/Vision - 100% paid for employee

Life and Disability insurance

401k with annual profit sharing contribution

2 weeks PTO

6 paid holidays

• Bachelor’s degree in finance, accounting, business, or a related discipline; advanced graduate education is preferred.
• Approximately 8 or more years of relevant experience in investment accounting, trust administration, client advisory services, or a similar financial services environment.
• Strong written, verbal, and presentation skills with the ability to communicate effectively across clients, advisors, and internal teams.
• Proven ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy in a detail-driven role.
• Demonstrated collaboration and leadership skills, with a track record of contributing effectively within team-based client service environments.
• Familiarity with investment accounts, portfolio administration, fund or trust-related processes, and relationship management responsibilities.
• Proficiency with Microsoft Office applications, especially Excel, Outlook, PowerPoint, and Word, along with experience using Salesforce or comparable CRM platforms.
• Series 7 and Series 63 licenses are preferred; additional trust or fiduciary training such as Cannon Trust School or comparable credentials is a plus.