Senior Wealth Advisor

Job Title: Wealth Advisor Job Description A fast-growing wealth management firm in Bellevue, WA is seeking a highly skilled Wealth Advisor/Planner. This role is a direct placement, requiring 100% onsite presence from Monday to Friday. As a Wealth Advisor, you will serve as a primary relationship manager and trusted advisor to an established group of clients, providing exceptional advice and developing enduring relationships. Responsibilities

- Serve as a primary point of contact and trusted advisor for assigned clients, gaining a deep understanding of each client's financial circumstances, family dynamics, goals, concerns, and long-term priorities.
- Lead client review meetings and other important financial conversations.
- Maintain proactive communication with clients throughout the year rather than relying solely on scheduled review meetings.
- Develop relationships that extend beyond investment performance and position the firm as a trusted resource when important financial decisions arise.
- Deliver comprehensive wealth management across a broad range of planning considerations, including investment strategy, retirement planning, estate planning, cash-flow and liquidity planning, concentrated stock positions, charitable planning, business and executive compensation considerations, and wealth transfer and legacy planning.
- Possess the judgment to identify important issues, ask thoughtful questions, recognize planning opportunities, and coordinate with appropriate specialists.
- Prepare thoroughly for client meetings and ensure recommendations are clear, thoughtful, and actionable.
- Coordinate with the firm's investment, tax, estate planning, compliance, and operations professionals to provide clients with an integrated wealth management experience.
- Follow through on recommendations and ensure important planning items move from conversation to implementation.
- Communicate sophisticated financial concepts in a way that is understandable, practical, and relevant to the client.
- Develop strong working relationships with clients' attorneys, CPAs, and other outside professionals when appropriate.

Essential Skills

- 510+ years of experience in wealth management, financial planning, or a related advisory role, with meaningful experience meeting directly with clients.
- An active Series 65 license.
- Proficiency with financial software such as Right Capital, Orion, and Holistiplan.
- Strong financial planning knowledge and an understanding of how investments, taxes, estate planning, retirement planning, and cash-flow decisions interact.
- Excellent client-facing communication and presentation skills.
- Sound judgment and strong attention to detail.
- Intellectual curiosity and a desire to continually improve as an advisor.
- Ability to simplify complex financial concepts and communicate them clearly.
- Strong preparation, organization, and follow-through.
- Emotional intelligence and the ability to develop trusted relationships.
- A collaborative approach to working with colleagues and outside professionals.
- A genuine commitment to putting clients' interests first.

Additional Skills & Qualifications

- CFP® certification preferred.
- Experience with estate and real estate planning.
- Strong relationship-building skills.
- Experience in charitable planning and managing concentrated stock positions.

Work Environment You will work in an office setting with a team of 5 professionals, supporting approximately 200-300 clients with assets ranging from 500,000 to 1.5 million dollars. The firm is experiencing rapid growth, aiming to manage about 2 billion in assets by 2027. The team is described as fun and outgoing, providing a collaborative and engaging work environment.
Job Type & Location
This is a Permanent position based out of Bellevue, WA.
Pay and Benefits
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 match
Paid time off and paid holidays
Continuing education and professional development support
Long-term career advancement opportunities
Workplace Type
This is a fully onsite position in Bellevue,WA.
Application Deadline
This position is anticipated to close on Oct 20, 2026.

About Aston Carter

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 [email protected] 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.