Job Description
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.
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 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
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.
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 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 mundelein at Unknown Company
This position is listed as contract and able to be worked remotely.