Senior Wealth Advisor
- Employer
- Bordeaux Wealth Advisors
- Location
- Seattle, Washington State
- Salary
- An attractive compensation package will be offered commensurate with experience and ability. This p
- Closing date
- Aug 13, 2021
View more
- Job Function
- Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
The Wealth Advisor is responsible for delivering exceptional advice and service to clients of BWA. You will achieve this by being the first call for any financial guidance and service that our clients need. You will be the primary point of contact for a select group of clients as well as be the supporting advisor for others. You will work expeditiously, along with others on the team, to conduct financial analyses, construct and manage investment portfolios, project income tax liabilities, provide guidance on estate planning, and address other financial needs that will benefit our clients.
You will customize the service level for every client and deliver exceptional work quality in all that you do. Your guidance will be backed by data and sound historical experience. As the face of BWA, you will strive to build a level of trust and respect with clients that can span across generations.
The ideal candidate will have 10+ years of experience in wealth management or a related field and have a strong desire to work in a team-oriented atmosphere.
Company
Bordeaux Wealth Advisors is a premier investment advisory and wealth management firm with approximately $4 billion in assets under management across 170 families. We have offices in Menlo Park, California, and Seattle, Washington -- areas that are synonymous with innovation, entrepreneurship and wealth creation.
We act as personal CFOs for high-net-worth individuals and families in growing, preserving and transferring wealth. BWA is proud to be a member of Focus Financial Partners -- a partnership of approximately 60 elite wealth management firms, predominantly in the U.S.
Our mission is to serve as our client's most trusted advisor -- guiding them to achieve their financial goals and objectives -- and enabling them to achieve their ideal future. We take a holistic approach toward one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting.
- Website
- https://bordeauxwealthadvisors.com/
- Telephone
- 14253894361
- Location
-
11100 NE 8th Street
Suite 320
Bellevue
WA
98004
US
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