Wealth Relationship Advisor

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 #J-18808-Ljbffr JCW Group