Wealth Manager

Location 3120 Fairview Park Dr. Suite 230, Falls Church, VA 22042 Schedule Hybrid schedule: minimum of 2-3 days per week in the office. Remote candidates not considered. Compensation Salary: $100,000 - $110,000 per year + annual performance-based bonus. Compensation determined individually based on job-related factors. Benefits Health, vision, dental insurance, 401(k), paid time off, volunteer days, and more. Summary The Wealth Manager serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. The role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking and Centers of Influence (COI) relationships. As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions. Responsibilities Lead advisor and primary point of contact for assigned client relationships. Build, deepen, and maintain trusted client relationships through proactive engagement and ongoing advice. Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned with their financial goals. Take ownership of client follow-up activities, recommendations, and implementation efforts. Deliver a high-quality client experience that strengthens retention and client satisfaction. Partner with advisory team members to ensure planning deliverables are timely, accurate, and aligned with client objectives. Serve as a mentor and resource for Financial Advisors and other advisory staff. Provide guidance on client relationship management, financial planning strategies, and business development activities. Support the professional development of advisory team members through coaching and knowledge sharing. Collaborate with Lead Advisors and Client Service teams to ensure consistent delivery of advisory services. Develop and maintain long-term advisory relationships with transitioned clients. Operate with a high level of autonomy while leveraging support resources when appropriate. Develop and execute a personal business development strategy. Build and maintain a network of Centers of Influence (COIs), including attorneys, CPAs, business consultants, and other professionals. Actively pursue new client acquisition opportunities through referrals, networking, community involvement, and professional relationships. Develop expertise within a networking focus area (digital networking, professional organizations, community engagement, etc.). Explore and implement new business development avenues aligned with individual strengths and market opportunities. Attract, onboard, and retain new client relationships that contribute to the firm's growth objectives. Perform all other duties as assigned. Education Requirements Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field. Basic Requirements 5+ years of experience in wealth management, financial planning, or investment advisory services. Experience managing client relationships and delivering comprehensive financial planning advice. Strong interpersonal, presentation, and relationship management skills. Knowledge of investment management, retirement planning, tax planning, estate planning, and risk management concepts. Demonstrated ability to develop and maintain professional relationships. Proficiency with financial planning software and CRM systems. Preferred Requirements CFP designation required or actively pursuing. Additional industry credentials such as CFA, CPA, or CIMA preferred. Experience using eMoney or similar financial planning platforms. Prior mentoring or leadership experience within an advisory practice. Proven business development and client acquisition success. #J-18808-Ljbffr