Wealth Advisor

Wealth Advisor Company: SageVest Wealth Management Location: McLean, Virginia Employment Type: Full Time Salary: Variable, commensurate with experience. Includes base salary plus personal and company performance bonus, equity path potential. Primary Responsibilities: Service existing and new client relationships Lead client relationships as part of a team structure Provide comprehensive financial planning and review client portfolios Coordinate client service requirements Participate in marketing and business development efforts Education & Experience: Bachelor’s degree Certified Financial Planner™ designation Minimum five (5) years of experience managing high net worth client relationships Series 65 - preferred, required within 3 months of employment Required Skills: Ability to create and present financial plans to clients In-depth knowledge of investments and portfolio management Tax planning expertise Acquisition and onboarding of new clients Relationship building with clients Portfolio management system experience CRM system experience Proficiency in Word, Excel, PowerPoint, Outlook Strong written and verbal communication skills Multi-tasking and attention to detail Differentiating Company Factors: Established and growing wealth management firm Independent, fee‑only firm operating with a fiduciary standard Technology oriented, friendly team environment Dedication to client service Professional recognition by Washingtonian, Northern Virginia Magazine, Five Star, Advisory HQ and Advisor Hub Benefits: Competitive salary commensurate with experience, business development skills and client transition potential Bonus potential based on personal and company performance Equity path potential 401(k) retirement plan with company match Group health, short‑term disability, long‑term disability, and life insurance Sick leave, vacation leave, and paid holidays Hybrid/Remote work model is allowed. #J-18808-Ljbffr