Wealth Management Advisor
Veritas Partners
Our client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.
Responsibilities:
- Communicate with internal and external contacts including prospects and clients
- Collaborate with outside advisors
- Organize and manage client meetings from start to finish
- Responsible for all account maintenance
- Proactive resolution of client inquiries
Qualifications:
- Bachelor's degree required; degree in Finance or Business preferred
- Minimum of ten years of relevant work experience
- Experience with Trusts and Fiduciary-based relationships
- CTFA preferred
- Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets
- Understand fiduciary applications relevant to client relationships
- Superior client service and communication skills
Vacancy posted a month ago
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