Financial Advisor

Job Description

About the Opportunity

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Our client, a leading national Registered Investment Advisor (RIA), is seeking an experienced Financial Advisor to join its growing wealth management team in Bethesda, Maryland, or the surrounding Washington, D.C. metropolitan area .

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This opportunity is designed for an established advisor with a strong history of developing client relationships, growing a book of business, and delivering comprehensive financial planning and investment guidance. A transferable book of business is preferred but not required .

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The ideal candidate has at least 10 years of experience building and managing client relationships and is looking for a long-term opportunity with a well-established wealth management platform offering strong resources, infrastructure, and growth potential.

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Responsibilities

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• Develop and maintain long-term relationships with high-net-worth individuals, families, business owners, executives, and other private clients.
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• Provide comprehensive financial planning and wealth management advice based on each client's goals and financial circumstances.
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• Advise clients regarding investment management, retirement planning, estate planning, tax-aware strategies, insurance, and other wealth planning needs.
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• Manage and deepen existing client relationships while identifying opportunities to expand services and assets under management.
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• Generate new client relationships through referrals, professional networks, centers of influence, and business development activities.
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• Conduct regular portfolio and financial plan reviews with clients.
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• Coordinate with investment, planning, tax, estate, insurance, and other specialists to provide integrated wealth management solutions.
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• Maintain a high level of client service, responsiveness, and communication.
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• Ensure client activity and recommendations comply with applicable regulatory and firm requirements.
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• Participate in the continued growth and development of the firm's presence in the Bethesda and greater Washington, D.C. market.
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Qualifications

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• CFP® designation required.
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• 10+ years of financial advisory, wealth management, or financial planning experience.
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• Demonstrated history of developing, growing, and maintaining a book of client relationships.
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• Transferable book of business preferred, but not required .
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• Strong experience working directly with affluent and high-net-worth clients.
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• Proven relationship management and business development capabilities.
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• Strong understanding of investment management and comprehensive financial planning.
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• Excellent communication, presentation, and interpersonal skills.
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• Ability to develop trusted, long-term relationships with clients and professional referral partners.
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• Strong ethical standards and commitment to acting in clients' best interests.
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Why Consider This Opportunity?

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This is an opportunity for an accomplished advisor to join a highly established RIA platform while continuing to build their practice and serve clients at a high level. The firm provides the infrastructure, investment resources, planning capabilities, and operational support necessary for advisors to focus on client relationships and long-term growth.

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Location: Bethesda, MD / Greater Washington, D.C. Area

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Experience: 10+ years

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Certification: CFP® required

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Book of Business: Transferable book preferred, not required

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