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Family Wealth Advisor Jobs in Renton, WA (NOW HIRING)

Beacon Pointe

Senior Wealth Advisor

Seattle, WA · On-site

$80 - $120/hr

The role partners closely with high-net-worth individuals and families to develop personalized ... Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of ...

US Bank

PWM Private Wealth Advisor

Bellevue, WA · Hybrid

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... That's why our benefits are designed to help you and your family boost your health, protect your ...

US Bank

PWM Private Wealth Advisor

Seattle, WA · Hybrid

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... That's why our benefits are designed to help you and your family boost your health, protect your ...

U.S. Bank

PWM Private Wealth Advisor

Seattle, WA · On-site

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... That's why our benefits are designed to help you and your family boost your health, protect your ...

Bank of America

Wealth Strategies Advisor

Seattle, WA · On-site +1

$177K - $300K/yr

... and their families by offering competitive benefits to support their physical, emotional, and ... Advisor teams who are interested in wealth planning services to address their high- and ultra-high ...

Bank of America

Wealth Strategies Advisor

Seattle, WA · On-site

$177 - $300/hr

... and their families by offering competitive benefits to support their physical, emotional, and ... Leads the wealth planning engagement process with clients from start to finish * Works with Wealth ...

US Bank

Wealth Management Advisor

Auburn, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

US Bank

Wealth Management Advisor

Seattle, WA

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

Us Bank

Wealth Management Advisor

Auburn, WA · On-site

$65 - $80/hr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

U.S. Bank

Wealth Management Advisor

Auburn, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

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All JobsFamily Wealth Advisor JobsFamily Wealth Advisor Jobs in Renton, WA

Family Wealth Advisor information

See Renton, WA salary details

$52.9K

$115.9K

$167K

How much do family wealth advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for family wealth advisor in Renton, WA is $115,947.00, according to ZipRecruiter salary data. Most workers in this role earn between $93,900.00 and $138,900.00 per year, depending on experience, location, and employer.

How does a family wealth advisor typically collaborate with other professionals to serve clients?

Family Wealth Advisors often work closely with a network of professionals, such as estate attorneys, tax advisors, and investment managers, to provide comprehensive wealth management services. This collaboration ensures that clients receive well-rounded advice that takes into account legal, tax, and investment considerations. Advisors frequently coordinate multi-disciplinary meetings and facilitate communication between these experts to align strategies with the client's long-term goals. This team-based approach is essential for addressing complex financial situations and delivering holistic solutions tailored to each family's unique needs.

What are the key skills and qualifications needed to thrive as a family wealth advisor, and why are they important?

To thrive as a Family Wealth Advisor, you need strong financial planning expertise, investment management skills, and credentials such as a CFP or CFA. Familiarity with financial planning software, portfolio management systems, and regulatory compliance tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust with clients distinguish top performers in this role. These skills are vital for developing tailored strategies, maintaining long-term client relationships, and safeguarding family wealth across generations.

What is the difference between Family Wealth Advisor vs Financial Planner?

AspectFamily Wealth AdvisorFinancial Planner
CredentialsCFP, ChFC, CPACFP, ChFC, CPA
Work EnvironmentPrivate client offices, family meetingsIndependent or firm-based, various settings
Industry UsageHigh-net-worth families, estate planningGeneral public, broad financial advice
Primary FocusHolistic wealth management for familiesComprehensive financial planning for individuals

Family Wealth Advisors and Financial Planners both hold similar credentials and often work in overlapping environments. However, Family Wealth Advisors specialize in managing wealth for high-net-worth families, focusing on estate planning, tax strategies, and legacy planning. Financial Planners serve a broader client base, providing general financial advice and planning services. The key difference lies in their target clients and scope of services offered.

How much money do family wealth advisors make?

Family wealth advisors typically earn a median annual salary of around $90,000, with experienced professionals and those in high-net-worth client services earning over $150,000. Compensation often includes bonuses and commissions based on client assets managed, and the role requires strong financial planning skills and certifications such as the CFP or CFA.

What does a family wealth advisor do?

A family wealth advisor helps clients manage and grow their financial assets, providing guidance on investments, estate planning, tax strategies, and wealth transfer. They analyze financial situations, develop personalized plans, and often collaborate with legal and tax professionals to ensure comprehensive wealth management.

What job categories do people searching Family Wealth Advisor jobs in Renton, WA look for?

The top searched job categories for Family Wealth Advisor jobs in Renton, WA are:

What cities near Renton, WA are hiring for Family Wealth Advisor jobs?

Cities near Renton, WA with the most Family Wealth Advisor job openings:

Family Wealth Advisor jobs near you

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Seattle, WA

$125K - $175K/yr

Full-time

Re-posted 10 hours ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.