Senior Wealth Advisor

Job Description

Job Description

Senior Wealth Advisor

Bellevue, WA | Direct Hire | Full-Time | Onsite

Are you passionate about helping clients navigate life's most important financial decisions? Do you thrive in a relationship-driven environment where trust, advice, and long-term partnerships are valued above sales quotas?

Our client, a rapidly growing Registered Investment Advisor (RIA) in Bellevue, is seeking an experienced Senior Wealth Advisor to serve as the primary advisor for a well-established book of high-net-worth clients. This is an opportunity to join a collaborative and entrepreneurial team where your expertise will directly impact clients' financial futures while contributing to the firm's continued growth.

Unlike many advisory roles, this position is focused on delivering exceptional planning and advice, not aggressive business development. You will work closely with clients, their families, and a team of specialists to provide highly personalized wealth management solutions.

As a trusted advisor, you'll become deeply involved in every aspect of your clients' financial lives, helping them make informed decisions and achieve their long-term goals.

• Serve as the primary relationship manager for an established portfolio of wealth management clients.
• Build deep, meaningful relationships by understanding each client's goals, family dynamics, priorities, and concerns.
• Lead financial planning and review meetings with confidence and professionalism.
• Provide proactive guidance throughout the year, ensuring clients feel supported beyond scheduled reviews.
• Deliver comprehensive wealth management advice across:
  • Investment strategy and portfolio management
  • Retirement planning
  • Estate and legacy planning
  • Tax-efficient planning strategies
  • Cash flow and liquidity management
  • Concentrated stock positions
  • Charitable giving strategies
  • Executive compensation and business planning
• Collaborate with internal investment, tax, estate planning, compliance, and operations teams to deliver a seamless client experience.
• Coordinate with external professionals including CPAs and attorneys when appropriate.
• Translate complex financial concepts into clear, actionable recommendations.
• Drive planning initiatives from recommendation through implementation.
• Ensure every client receives a high-touch, personalized experience.

• 5+ years of experience in wealth management, financial planning, or investment advisory services.
• Active Series 65 license.
• Strong expertise in holistic financial planning and wealth management.
• Experience leading client meetings and managing ongoing client relationships.
• Knowledge of investment management, retirement planning, tax planning, and estate planning strategies.
• Outstanding communication and presentation skills.
• Strong relationship-building abilities with a client-first mindset.
• Ability to simplify complex financial concepts for clients and their families.
• Exceptional organizational skills and attention to detail.

• CFP® certification.
• Experience working within an RIA environment.
• Experience serving high-net-worth individuals and families.
• Knowledge of executive compensation, charitable planning, and wealth transfer strategies.
• Proven ability to collaborate with attorneys, CPAs, and other financial professionals.

Established client relationships with assets generally ranging from $500K-$1.5M

Opportunity to focus on advice and planning rather than pure sales

Rapidly growing firm with strong long-term growth plans

Collaborative team environment with direct access to investment, tax, estate planning, and operations experts

High visibility and meaningful impact on clients' financial success

Fun, entrepreneurial, and relationship-focused culture

This is a full-time, onsite position based in Bellevue, WA. You'll join a close-knit team of experienced professionals who are passionate about delivering an exceptional client experience. The culture is collaborative, energetic, and growth-oriented, with a strong emphasis on teamwork, professional development, and putting clients first.

This is a Permanent position based out of Bellevue, WA.

The pay range for this position is $140000.00 - $200000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Comprehensive medical, dental, and vision coverage 100% covered for the employee and have to pay for addition family members 401(k) retirement plan with a 6% employer matchPaid time off and paid holidaysContinuing education and professional development supportLong-term career advancement opportunities

This is a fully onsite position in Bellevue,WA.

This position is anticipated to close on Oct 9, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on ziprecruiter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.