Wealth Advisor

PRIMARY POSITION RESPONSIBILITIES The wealth advisor assuming this position will be responsible for servicing existing and new client relationships. The advisor will lead client relationships as part of a team structure, provide comprehensive financial planning, review client portfolios, coordinate client service requirements, and participate in marketing and business development efforts. EDUCATION & EXPERIENCE REQUIREMENTS Bachelor’s degree CERTIFIED FINANCIAL PLANNER designation Minimum of five (5) years of experience in managing high net worth client relationships Series 65 preferred, or required within 3 months of employment REQUIRED SKILLS Ability to create and present financial plans to clients. In depth knowledge of investments with the ability to manage investment portfolios, explain investments to clients and guide clients in making investment decisions relative to their best interests. Tax acumen to conduct detailed tax planning. Expertise to acquire and onboard new clients. Ability to develop personalized and lasting relationships with clients. Portfolio management system experience CRM system experience Proficiency in Word, Excel, PowerPoint and Outlook Ability to multi-task Acute attention to detail Strong written and verbal communication skills are essential for success DIFFERENTIATING COMPANY FACTORS Established and growing wealth management firm Professional recognition by Washingtonian, Northern Virginia Magazine, Five Star, Advisory HQ and Advisor Hub Independent, fee-only firm operating with a fiduciary standard Dedication to client service Technology oriented environment Friendly team environment COMPENSATION & BENEFITS Competitive salary commensurate with experience, business development skills and any potential clients transitioning with you. Bonus potential based upon personal and company performance Equity path potential 401(k) Retirement Plan with company match Group health, short-term disability, long-term disability and life insurance Sick leave, vacation leave and paid holidays Education benefits (with company approval) Hybrid work model #J-18808-Ljbffr