Wealth Management Advisor (Washington)
Full-time
Veritas Partners
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:
- Communicate with internal and external contacts including prospects and clients
- Collaborate with outside advisors
- Organize and manage client meetings from start to finish
- Responsible for all account maintenance
- Proactive resolution of client inquiries
Qualifications:
- Bachelor’s degree required; degree in Finance or Business preferred
- Minimum of ten years of relevant work experience
- Experience with Trusts and Fiduciary-based relationships
- CTFA preferred
- Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
- Understand fiduciary applications relevant to client relationships
- Superior client service and communication skills
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor (Washington) in Washington DC vacancy
$75k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world... ...reach their financial goals. Our advisor-led wealth management businesses provide... ...expected base salary for this Washington DC, United States-based position is...SuggestedFull timeTemporary workPart timeGoldman Sachs
Washington DC4 days ago- ...Senior Asset Manager, CRE Multifamily (Remote, DMV) This role is a fully remote hire, but the candidate must live in Greater Washington DC area Our client is a national real estate investment firm that is expanding it's team in the DC area. They're seeking...SuggestedFull timeLive inRemote work
Veritas Partners
Washington DC18 hours ago $70k - $75k
...Location: Washington, DC Schedule: Full-time, 100% on-site Salary: $70,000–$75,000 annually, based on experience Employment type: Direct hire Commercial Property Manager NRI Staffing is seeking a service-oriented Commercial Property Manager for a Class...SuggestedFull timeWork at officeNRI Staffing
Washington DC18 hours ago$140k - $160k
...have an exciting opportunity for an Assistant Controller in the Washington DC office at Eversheds Sutherland (US) LLP. We are searching... ...The Assistant Controller is part of the Accounting & Finance management team and will report directly to the Controller. This position...SuggestedFull timeLocal areaEversheds Sutherland
Washington DC18 hours ago- ...Transparency, Accountability This position is based in the Washington DC area with local travel to client site. Currently only... ...work papers from clients’ trial balance. Identify potential management letter comments. Research accounting issues. Recognize potential...SuggestedFull timeWork at officeLocal areaRemote workHome office
McConnell Jones
Washington DC18 hours ago - ...Position: Retail Asset Manager (Vice President or Senior Vice President) Location: Mid-Atlantic (Baltimore, MD / Washington, DC) Compensation: Commensurate with experience About Tide Realty Capital Tide Realty Capital (“TRC”) is a privately held real estate...Full timeTemporary workFor contractorsWork at office
Tide Realty Capital
Washington DC18 hours ago $70k - $75k
...Assistant Property Manager - Commercial Real Estate Location: Washington, DC Employment Type: Direct Hire | Full-Time | On-Site Salary: $70,000-$75,000 annually Industry: Commercial Real Estate / Property Management Position Overview NRI Staffing...Full timeFor contractorsWork at officeNRI Staffing
Washington DC18 hours ago- ...Planning & Analysis Company: Our client a highly successful, well-capitalized real estate investment fund management firm headquartered in Washington, D.C., in their search for a bright, high-potential Financial Planning & Analysis (FP&A) professional. This organization...Full time
Grant Morgan
Washington DC18 hours ago $175k - $200k
...We are seeking a Wealth Advisor to join the Washington, DC team of a nationally recognized, rapidly growing independent RIA. This role is built for a hungry, relationship-driven CFP professional who wants to grow a practice with the full backing of a collaborative team...Full timeTemporary workWork at officeFlexible hoursWindward Recruiting
Washington DC18 hours ago$60k - $80k
...Job Description Job Description Senior Escrow Officer | Washington LPO License Required | Marysville, Washington | $60,000 — $80,000... ...needs a Senior Escrow Officer who knows Washington escrow law, can manage complex transactions with precision and keeps every buyer,...Full timeTalent Search PRO
Washington DC29 days ago$148.17k - $190.82k
...Financial Officer (OCFO) Senior Financial Advisor (Executive Office) $148,172.00 - $190,823.00 Location: Washington, DC The Office of the Chief Financial Officer... ...and financial condition, developing and managing the District’s budget, administering the District...Full timeTemporary workWork experience placementWork at officeLocal areaThe Office of the Chief Financial Officer (OCFO)
Washington DC18 hours ago- ...growing investment advisory firm located in Washington D.C. The firm’s clients are divided... ...firm receives no compensation from any managers it recommends. The firm seeks clients who... ...5+ years of experience as an Investment Advisor or similar role; ~ Experience working...Full time
Lynx Investment Advisory
Washington DC18 hours ago - ...millions, and in doing so, enhance financial literacy and shrink the wealth gap. Mogul's Core Values We, Not I — A company is... ...to join Mogul. You'll be the second member of our asset management team, working directly under our VP of Asset Management. You'll...Full timeTemporary workWork at officeFlexible hours
Mogul
Washington DC18 hours ago - ...boutique investment company headquartered in Washington, D.C. With more than 20 years of... ...Position Reporting to the senior financial management team, the Finance Associate / Senior... ..., and coordination with outside advisors. Perform financial analysis and provide...Full timeFlexible hours
Grant Morgan
Washington DC18 hours ago - ...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...Work experience placement
Veritas Partners
Washington DC4 days ago - ...office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $5 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings...Full timeWork at officeLocal areaWork from homeWorldwide
Pennington Partners & Co.
Washington DC18 hours ago - ...Own financial controls, month-end/quarter-end close processes, and compliance with U.S. regulatory requirements Oversee and manage U.S. payroll Support US Benefits processes Work within NetSuite for entries, controls, and reporting Partner closely with...Full timeWork at officeLocal areaFlexible hours3 days per week
Windward
Washington DC18 hours ago $170k - $190k
...dedicated to creating Room to Pursue Life for our customers, communities, and employees. We are a regionally dominant self-storage management company that has grown rapidly since 2018, quadrupling to nearly 100 properties and earning recognition as one of the top 10...Full timeSelf Storage Plus
Washington DC18 hours ago$170k - $220k
...internationally recognized law firm headquartered in Washington, D.C. The firm is seeking an experienced... ...information required by outside accountants, tax advisors, banks, and other financial professionals. Manage assigned treasury and cash-management activities,...Part timeWork at officeLocal areaKeller and Heckman LLP
Washington DC18 hours ago- ...communities, and the planet we all share. As a Relationship Manager, you will acquire, maintain, and grow profitable long-term... ...individual’s resident in or have a nexus to Asia markets as well as Washington, DC. The role holder will be an exceptional team player and...Full time
HSBC
Washington DC18 hours ago - ...established and growing Registered Investment Advisor (RIA) in Northern Virginia, is seeking an experienced Wealth Advisor to join its team. This is an opportunity... ...candidate will combine strong technical wealth management expertise with excellent interpersonal skills...Full timeLocal area
JCW Group
Alexandria, VA2 days ago - ...Our recruiting firm is representing a local RIA seeking a Wealth Advisor to join its team. This role will have a mix of financial planning and ongoing relationship management for existing clients. Responsibilities Develop and maintain comprehensive financial plans...Full timeLocal area
JCW Group
Arlington, VA2 days ago $90k - $100k
...POSITION TITLE: Budget Manager DEPARTMENT/PROGRAM: Finance REPORTS TO: Associate Director, Sponsored Programs STATUS: Regular, Full-Time, Exempt LOCATION: Washington, DC preferred (hybrid); other states considered: AK, CA, FL, MD, OR, TX, WA, WV or VA ABOUT...Full timeWork at officeLocal areaOcean Conservancy
Washington DC1 day ago$260k
...direct lenders on acquisition financings, refinancings, liability management and other complex financing arrangements. Our lawyers advise... ...advice on sophisticated finance matters. Admission to the Washington, DC bar is required. Preferred class years 2017-2023....Full timeLocal areaClifford Chance
Washington DC10 days ago$75k - $80k
...one of the most recognizable sports organizations in the world. As a leader in commercial real estate ownership, acquisition, management, and leasing, we offer unique opportunities to work at the highest level of the industry. We believe in hiring people — not job...Full timeGlazer Properties
Washington DC18 hours ago$260k - $390k
...project development through financing and delivery, helping clients manage complexity and deliver projects across multiple jurisdictions... ...; Admitted to (or possessing the ability to waive into) the Washington, D.C. bar Prior experience at a peer Am Law or international...Full timeFor contractorsLocal areaWorldwideClifford Chance
Washington DC1 day ago- ...The Director works with the portfolio management team to ensure the portfolio of loans and investments are being closely monitored and all portfolio management actions are being undertaken as required. This portfolio management team will monitor loan performance, identify...Full time
Veritas Partners
Washington DC18 hours ago $80k - $105k
...is expanding our Olympia‑based team and hiring two experienced WA L&I Claims Managers. This is a claim‑owner role, not a people‑management position. You will manage a portfolio of Washington L&I workers’ compensation claims end‑to‑end on behalf of employer clients....Full timeApprenticeshipWork at officeFlexible hoursRedpoint Claims - L&I Claims Management
Washington DC2 days ago$175k - $275k
...world. As a premier global asset management organization with more than 8... ...capabilities to individuals, advisors, institutions, and retirement... ...portfolio solutions for the wealth management channel, including... ...of: Maryland, Colorado, Washington and remote workers$175,000.00...Full timeLocal areaRemote workWork from homeShift work1 day per weekT. Rowe Price
Washington DC3 days ago- ...affordable housing.The Low-Income Housing Tax Credit (LIHTC) Asset Manager will be responsible for the post-closing management activities... ...financial well-being. See more here.Requisition compensation:109000to142000SummaryLocation: Boston, MA; Washington, DCType: Full timeFull timeWork at officeRemote workFlexible hours
Fannie Mae
Washington DC6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor (Washington). Be the first to apply!
Related searches
- wealth management consultant Washington DC
- wealth management advisor Washington DC
- wealth manager Washington DC
- focus workforce management Washington DC
- change management coordinator Washington DC
- product management specialist Washington DC
- director of materials management Washington DC
- pain management Washington DC
- utilization management behavioral health professional Washington DC
- manager workforce management Washington DC