Client Advisor

Job overview

The Client Advisor is an onsite role based in Bellevue, WA. The salary range is $88,000–$150,000 per year, and the role supports a growing wealth advisory firm. This role exists to coordinate the planning and delivery of financial services for ultra-wealthy families and business owners. By blending financial planning with project management, the advisor ensures seamless execution of complex wealth strategies.

What you'll do

• Coordinate planning and delivery of investment oversight, cash-flow planning, and risk management
• Draft and deliver customized reports
• Partner with senior advisors
• Engage directly with clients and outside professionals.

What we're looking for

Skills & competencies

full-time

day shift

bellevue wa

international search consultants

client advisor

$88k-$150k/year

wealth management

financial planning

estate planning

client relations

Work arrangement

• Weekend coverage required

Benefits & perks

• Discretionary bonus, health, dental, vision, disability, life insurance, 401(k) with company match, 15 days PTO, support for professional development.

Why this role

Focus on ultra-wealthy families, collaborative culture, support for licenses and certifications, discretionary bonus.

About the employer

International Search Consultants is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.