About the Role
We’re seeking a Wealth Advisor to join a growing, independent wealth management practice serving the DC Metro area. You’ll advise federal government professionals and contractors, helping them plan and manage their wealth with a long-term perspective.
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
What You’ll Do
- Serve as the primary relationship manager for clients, typically in the $3-8M range
- Build your book through business development and referrals
- Collaborate with in-house planning and operations teams to deliver a seamless client experience
- Coordinate with investment, planning, and operations teams to execute recommendations and maintain client service standards
What We’re Looking For
- Series 65 (required)
- Portable book of business, or the capacity to grow into one
- Strong intellect, curiosity, and a relationship-first approach
- Solid understanding of investment principles, capital-markets basics, and portfolio construction in a discretionary or advisory setting
- Track record of retaining clients and cultivating new ones through trust-based relationships
- Experience with federal employees or government contractors is a plus
- CFA designation xhqgsiq is a plus
- Open to advisors at any career stage
What We Offer
- Full back-office support, including client service, planning, and trading
- Competitive compensation structure, customized to your experience
- Flexible, largely remote work setup with in-person collaboration about once a week
- Open to candidates anywhere in the DMV
Wealth Relationship Advisor in washington at Unknown Company
This position is listed as contract and able to be worked remotely.