Financial Advisor

Financial Advisor - Community Outreach & Client Development About the Role Wealthy & Wise is expanding its advisory practice and seeking a licensed Financial Advisor to lead client development within the Hindi-speaking community across Virginia, Maryland, and the greater DMV area. This is a relationship-driven role for someone who combines genuine investment-advisory capability with strong cultural fluency and a passion for building trust in an underserved market. You'll be the face of our advisory services in the community — meeting clients, hosting educational seminars, and growing awareness of what fiduciary, client-first financial guidance looks like. What You'll Do Build and grow an advisory client base within the Hindi-speaking community across DMV region Meet with prospective and existing clients throughout the DMV region Organize and host financial-education seminars in community settings across Northern Virginia and the Columbia/Ellicott City area Represent the firm in community and Hindi-language media outreach Provide fiduciary investment advice aligned with each client's goals What You Bring Series 65 license required (active and in good standing) Professional fluency in Hindi — this role directly serves Hindi-speaking clients and requires the ability to advise, present, and build relationships in Hindi Strong ties to, or the ability to build relationships within, the Indian community in the DMV region Comfort with public speaking and community outreach Client-development or advisory experience preferred Must be authorized to work in the US without sponsorship Location & Schedule Hybrid role: primarily remote, based in or near Virginia within the DMV area On-site at our Columbia, MD office twice weekly to work with other advisors in the area Regular local travel throughout DMV for client meetings and seminars Compensation $55,000–$65,000 base , commensurate with experience, plus growth potential as you build your client base How to Apply Submit your resume and a brief note on your experience with community-based client development to View email address on click.appcast.io Wealthy & Wise is an equal-opportunity employer. We evaluate all applicants based on qualifications, skills, and experience. #J-18808-Ljbffr