Wealth Management Advisor

Job Description

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:

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• Communicate with internal and external contacts including prospects and clients
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• Collaborate with outside advisors
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• Organize and manage client meetings from start to finish
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• Responsible for all account maintenance
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• Proactive resolution of client inquiries
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Qualifications:

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• Bachelor’s degree required; degree in Finance or Business preferred
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• Minimum of ten years of relevant work experience
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• Experience with Trusts and Fiduciary-based relationships
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• CTFA preferred
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• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
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• Understand fiduciary applications relevant to client relationships
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• Superior client service and communication skills
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