Private Client Advisor
Veritas Partners
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.
\n \nResponsibilities
\n- \n
- Communicate with internal and external contacts including prospects and clients \n
- Collaborate with outside advisors \n
- Organize and manage client meetings from start to finish \n
- Responsible for all account maintenance \n
- Proactive resolution of client inquiries \n
Qualifications
\n- \n
- Bachelor’s degree required; degree in Finance or Business preferred \n
- Minimum of ten years of relevant work experience \n
- Experience with Trusts and Fiduciary-based relationships \n
- CTFA preferred \n
- Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets \n
- Understand fiduciary applications relevant to client relationships \n
- Superior client service and communication skills \n
Vacancy posted 25 days ago
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