Wealth Manager

Senior Wealth Advisor ~ Washington, D.C. area Financial Services

$100k-$130k, plus great benefits, growing company!

My client is growing financial services firm located in the Washington, D.C. area. with a need for a Senior Wealth Advisor to join their experienced team! This Senior Wealth Advisor will help clients achieve their financial goals through assessing their needs and providing appropriate financial product solutions.

The Senior Wealth Advisor will be responsible for servicing existing high-net worth clients, developing relationships with clients and building rapport to develop financial strategies for obtaining wealth management and risk management goals.

• Building client relationships and servicing accounts
• Build and implement financial plans and wealth strategies
• Maintain an in-depth understanding of financial planning, investments, and tax planning
• Guiding clients through the financial planning process
• Provide advice on investment strategies and annual objectives
• Stay update to date on current market changes and products changes
• Maintain compliance with all regulatory laws
• Conduct research in preparation of client meetings

Requirements

3 + years’ experience

BS/BA degree

Certified Financial Planner (CFP)

Have an active Series 6, 7, 63, or 65

Active Life and Health Insurance licenses is a plus

Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn or email justin.decker@roberthalf.com