Private Client Relationship Advisor

Our client is a privately held investment and advisory firm that provides wealth management and financial solutions for clients worldwide. The Private Client Relationship Advisor will deliver high-quality client service, managing complex relationships for high net worth families, family offices, endowments, and foundations. This is a direct hire full time position, onsite, based in Washington, DC, with a salary range of $120,000–$150,000 per year. Responsibilities Effectively manage all client service-related activities for high net worth clients, including high-touch communication and relationship management Coordinate with outside advisors (e.g., attorneys, accountants) to ensure seamless service delivery Understand trust administration, endowments, foundations, LLCs, partnerships, and other complex entities Organize and oversee client meetings from initiation to completion Maintain all account activities such as onboarding, transactions, and recurring deliverables Understand fiduciary applications relevant to client relationships Proactively address client inquiries and resolve issues promptly Prepare client letters and communications tailored to individual needs Complete customized analyses and reporting as requested by clients Stay informed on industry trends, competitor offerings, and market conditions Required Qualifications Bachelor’s degree, preferably in Finance or Business Minimum of ten (10) years of relevant experience in wealth management or fiduciary services Experience with trusts, fiduciary relationships, and complex client structures Strong financial record-keeping and accounting skills Excellent communication and client service skills Tact, discretion, and sound judgment handling sensitive information Strong decision-making and problem-solving capability Multi-tasker with adaptability to changing priorities Self-driven, detail-oriented, and dedicated to high ethical standards Ability to work in Washington, D.C. office location Preferred Qualifications CTFA certification Demonstrated management and leadership abilities to mentor Junior colleagues What We Offer 401(k) retirement plan with employer match Medical and dental benefits for qualifying professionals Vision and wellness program participation incentives Fitness event fee reimbursement and gym discounts Colleague Assistance Program and telemedicine services Adoption benefits and daycare late pick-up reimbursement Basic and Voluntary Life & Accidental Death & Dismemberment Insurance Short-Term Disability, paid parental leave, and group long-term disability Pet Insurance Voluntary supplemental insurance options Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate, and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law. Employment Enterprises, Inc is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at View phone number on click.appcast.io or email View email address on click.appcast.io. #J-18808-Ljbffr