Unknown Company

Wealth Management Advisor

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mc lean, va • Posted Yesterday
Onsite Full Time Banking and Financial Services

Wealth Advisor

Fee-based RIA

McLean, VA


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Overview


Dynamic and fast growing Independent RIA seeks a Wealth Advisor to inherit relationships from 3 retiring advisors over the next 2-3 years (~200M+ AUM).


Highlights


  • Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management to a select group of high net worth individuals and families
  • Strong expertise in advising executives, newly independent women, as well as entrepreneurs approaching liquidity events
  • Extensive marketing budget that drives a continuous stream of warm leads and prospects
  • $175,000 first year compensation package with xhqgsiq potential to convert to revenue based payout over time. Clear track towards equity ownership


Requirements


  • Advanced designations such as CFP, CDFA, CEP or CEPA strongly preferred


2225

Wealth Management Advisor in mc lean at Unknown Company

This position is listed as full time and onsite.

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