Wealth Advisor

Job Description

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, a deep firm platform, and leadership that shows up alongside you.

You'll start with a set of existing client relationships so you're advising from day one, then focus on building your practice with clients in the $1–5 million range with support from your leadership team. You'll get access to the firm's established network of centers of influence (CPAs, attorneys, etc), plus a dedicated business development representative for the DC market.

It's an opportunity to build something of your own, with real upside, at a firm that has recently secured new growth capital and is investing heavily in advisor growth, lead generation, and the DC market.

This is a hybrid role, with new hires working primarily in the office until acclimated to the team.

DUTIES & RESPONSIBILITIES

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• Drive new client growth through referrals, existing centers of influence, community involvement, professional and alumni networks, and events aligned with your interests.
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• Build and maintain strong, long-term client relationships, serving as a trusted advisor to families and individuals.
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• Deliver comprehensive wealth planning across all aspects of a family's financial well-being, including financial planning and budgeting, holistic balance sheet advice (cash and debt), asset allocation and investments, estate and tax planning, insurance analysis and review, and charitable strategy.
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• Apply strong knowledge of capital markets and asset allocation to guide client decisions.
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• Present confidently and persuasively to prospective clients and win their trust.
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• Collaborate with team members to develop best practices for building and maintaining strong client relationships.
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• Maintain high standards of professionalism, detail, and organization across client and internal work.
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QUALIFICATIONS

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• 5+ years of experience as a client-facing wealth advisor.
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• CFP designation required (exceptional candidates holding a CPA, CFA, or JD may be considered).
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• Series 65 required, or obtained within 90 days of hire.
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• Bachelor's degree required.
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• Demonstrated business development drive and a track record of growing client relationships.
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• Polished, confident presence with prospective and high-net-worth clients.
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• RIA experience preferred ; candidates from wirehouses, banks, trust companies, and other channels are welcome.
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• Experience with financial planning software (MoneyGuide or eMoney).
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• Expertise with law firm compensation structures is a strong plus; experience serving physicians or deep insurance knowledge is also valued.
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• Team-oriented, high-integrity, curious, and coachable, with excellent written and verbal communication skills.
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COMPENSATION & BENEFITS

Base salary of $175,000–$200,000, commensurate with experience, with a compensation model built on a competitive percentage of revenue served as your practice grows, and a likely new business incentive component. Equity participation opportunities may also be available. Benefits include medical, dental, vision, and life insurance for eligible employees and dependents, 401(k) with employer match, short- and long-term disability, education assistance, flexible time off, and 13 paid holidays.