Wealth Advisor
W3Global
Company Description Our client is a truly independent registered investment advisory firm built on ethics, mutual respect, and integrity. Free from affiliations with specific organizations, investment companies, or proprietary products, the firm provides conflict‑free advice focused solely on clients' best interests. The firm emphasizes a disciplined, long‑term approach to investment management and portfolio construction, prioritizing fundamentals over market noise or short‑term trends. The team is dedicated to holistic financial planning, helping clients pursue their financial goals and grow assets in line with their unique objectives. This client‑centered philosophy guides every aspect of the firm's investment advisory services. Role Description This is a full‑time, on‑site Wealth Advisor role based in Northern Virginia. The Wealth Advisor serves as the primary relationship manager for assigned client relationships and prospective clients. They will meet with clients regularly to understand their goals, assess their financial situations, and deliver comprehensive financial advice across planning disciplines. Job Activities Serve as the lead advisor and primary point of contact for assigned client relationships. Develop and present comprehensive financial plans and ongoing planning recommendations. Conduct regular client review meetings and proactively identify planning opportunities. Coordinate retirement, tax, estate, education, insurance and investment planning strategies. Collaborate with the firm's tax, financial planning, and investment teams. Manage client onboarding and transition processes. Provide guidance regarding portfolio construction and investment implementation. Review planning analyses and recommendations prepared by associates. Participate in business development activities and referral relationships. Participate in the Client Investment Committee. Leverage technology to efficiently deliver best‑in‑class service. Job Location On‑site, McLean, VA (Northern Virginia Area) #J-18808-Ljbffr
- ## Financial Consultant - Midlothian, VAApplylocations: Midlothian, VAtime type: Full timeposted on: Posted Todayjob requisition id: 2130116## ## Job Description:If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships...SuggestedWork at office
Soteria Reinsurance Ltd.
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First Community Bancshares
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New Peoples Bank
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Virginia, MN1 day ago $14.42 - $24.04 per hour
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Virginia, MN2 days ago
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