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Clearstead Advisors LLC

Executive Wealth Advisor & Relationship Leader

seattle, WA

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About this opportunity

Clearstead Advisors LLC lists this Executive Wealth Advisor & Relationship Leader opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Clearstead Advisors LLC is seeking a Managing Director, Wealth Advisor in Seattle to lead senior client relationships within Private Client Services, coordinating integrated advice across investments, planning, tax matters, and family office needs.

You will collaborate with EMDs and SMDs, mentor developing advisors, and help drive organic growth while maintaining fiduciary, compliance, privacy, and risk standards.

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Worksite address

seattle, WA, 98127, US

Who can apply

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